Optical transceivers' share of networking cost (~60%) and networking power (~45%) in SemiAnalysis's modeled GB300 NVL72 cluster with a three-layer network at NVIDIA LinkX transceiver pricing — the quantified version of 'the optics are the budget'
~60% / ~45%derived
| Value kind | derived — Derived values are guide calculations; their result is only as fixed as the stated inputs, scope, and method. |
|---|---|
| Caveat | A configuration-specific modeled estimate (GB300 NVL72, 3-layer network, first-party LinkX optics), not a universal ratio; merchant-optics builds sit lower on cost share. |
| As of | 2026-01 |
| Source | SemiAnalysis |
| Review | checking…review by 2026-09-03 · fast cadence |
| Recorded changes | last 2026-08-24 · 2 revisions tracked |
| Claim id | optics-share-networking-cost-power |
Where the guide uses it
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