By Anton Shilov
Publication Date: 2026-03-24 10:00:00
Prices of Nvidia Rubin-based rack-scale solutions will increase compared to existing Blackwell-powered racks, and then will skyrocket with Rubin Ultra, which will double the number of GPU packages per rack. This clearly affects Nvidia’s bottom line, but the margins for its partners are shrinking, according to DigiTimes. This happens not only due to the fact that it is hard to maintain a 10% margin on items that cost millions, but also because Nvidia tends to reduce the role of server makers and systems integrators in the final BOM.
Millions per rack-scale systems
Depending on configuration (and who you ask), a Blackwell-based NVL72 rack-scale system costs $2.8 – $3.4 million for an AI training and HPC-optimized NVL72 GB200 and $6 million to $6.5 million for an AI inference-optimized NVL72 GB300 system, according to a Tom’s Hardware source with knowledge of the matter.
Meanwhile, Vera Rubin-based NVL72 VR200 systems are currently quoted at $5 million – $7 million per unit (yet, these systems come with about $1 million of 3D NAND storage), the same source indicated. While some quotes cited on the net have merit, one should keep in mind that many of them represent only the ODM price without a proper warranty, according to the source.
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There are not many companies currently getting quotes for NVL144 VR300 (Vera Rubin Ultra) systems, given the fact that the Rubin Ultra silicon has not taped out yet…
