NVIDIA Rubin NVL72 SOCAMM DRAM Capacity Reportedly Be Halved

According to foreign media reports, the latest analysis from SemiAnalysis suggests that NVIDIA may use a smaller 96GB SOCAMM for its Vera CPU, rather than the previously anticipated 192GB. As a result, the total SOCAMM DRAM capacity in the Rubin NVL72 is expected to drop from approximately 55TB per rack to around 28TB. The change lowers estimated rack cost from $7.6 million to $6.8 million and reduces total cost of ownership from $4.16/hour/GPU to $3.90/hr/GPU.