Bryan Shan / SemiAnalysis:
Vera Rubin NVL72 inference tests show up to 7x better token throughput per MW vs. Blackwell on a 1.6T DeepSeek model, above Huang’s 3x claim for 1T-3T LLMs — Jensen Sandbagging Performance Again, 2x more Annual Profit Per GigaWatt, The More you Buy, The More you Earn, AgentX, InferenceX, Extreme Co-Design
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