GB300 racks hit fentanyl-grade value density at $3,165/kg, crossover with cocaine by 2030
dylan522p · x · 2026-09-25
A tongue-in-cheek economics analysis: a fully populated GB300 NVL72 rack weighs 1,580 kg and costs $5M, i.e. $3,165/kg — denser in value than cannabis, near fentanyl, an order of magnitude below gold. GB200 was $4M, GB300 $5M, and Vera Rubin NVL72 is quoted up to $8.8M, 1.75x per generation. Extrapolating, rack value density crosses wholesale cocaine ($12k/kg by 2030) — but racks' 500+ kW power draw, forklift logistics and enforced export controls make them far worse contraband than drugs.
Related event: GB300 rack worth $3,165 per kilogram, near 'fentanyl grade'(3 posts)→
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