SemiAnalysis: Rubin NVL72 delivers 7x perf-per-watt over GB300, far above Jensen's 3x claim
inductionheads · x · 2026-09-17
SemiAnalysis reports that at GTC 2026 Jensen Huang claimed only 3x better perf-per-watt for Rubin NVL72 versus GB300 NVL72 — but its own testing shows 7x better perf-per-watt, arguing NVIDIA is "underpromising and overdelivering." If confirmed, this materially improves the cost economics of large-scale training and inference.
Related event: SemiAnalysis Finds Rubin NVL72 Far Exceeds Nvidia's Claimed Gains(3 posts)→
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