Nvidia's memory costs soar 485%, latest AI systems now cost $7.8 million to build — memory now comprises 25% of the total cost, Rubin GPUs a mere $50,000 apiece
…As a result, each VR200 NVL72 will cost hyperscalers around $7.8 million, according to Morgan Stanley, which is higher than around $7 million we were told by one of our sources…