Morgan Stanley bill-of-materials estimate per rack: Vera Rubin VR200 NVL72 vs GB300 NVL72
~$7.8M vs ~$4.0M per rackestimate
| Value kind | estimate — Interpret this value according to its displayed kind, scope, source, and as-of date. |
|---|---|
| Scope | Analyst component BOM ($7,803,148 VR200 vs $3,994,600 GB300, about +95%); excludes facility, networking beyond the rack, storage, software and integration margin. Not a list or contract price; NVIDIA publishes no list price. The Morgan Stanley report labels VR200 inconsistently as NVL72 and NVL144. |
| As of | May 2026 |
| Source | Morgan Stanley (May 2026), as reported by PC Gamer |
| Review | checking…review by 2027-02-01 · fast cadence |
| Recorded changes | last 2026-10-05 |
| Claim id | vr200-vs-gb300-nvl72-rack-bom-morgan-stanley-2026 |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.