cost per gigawatt is up ~40% from GB200 to vera rubin. climbing steeply across chip gens. and most of that is the powered shell stuff outside the rack, not the silicon. so part of the capex jump is actually the data center deployment inflation https://x.com/pequityresearch/status/207671949537306675
@tengyanai·Jul 14, 2026·2 sources·neutral
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Cost per gigawatt for data center infrastructure is rising ~40% from GB200 to Vera Rubin, driven by non-silicon components.
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cost per gigawatt is up ~40% from GB200 to vera rubin. climbing steeply across chip gens. and most of that is the powered shell stuff outside the rack, not the silicon. so part of the capex jump is actually the data center deployment inflation https://x.com/pequityresearch/status/207671949537306675
@tengyanai
Jul 14, 2026
cost per gigawatt is up ~40% from GB200 to vera rubin. climbing steeply across chip gens. and most of that is the powered shell stuff outside the rack, not the silicon. so part of the capex jump is actually the data center deployment inflation
@tengyanai
Jul 14, 2026