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 Research (May 2026), as reported by PC Gamer (22 May 2026); the note itself is client-only · PC Gamer article text: $7,803,148 VR200 NVL72 rack, $2,001,600 of it memory. Tom's Hardware article text: VR200 NVL72 around $7.8M vs about $4M per GB300 NVL72 (Tom's sourced the note via an X post by @Aaronwei3n). The exact $3,994,600 GB300 total appears in the Morgan Stanley table image PC Gamer embeds. |
| Review | checking…review by 2027-02-01 · fast cadence |
| Recorded changes | last 2026-10-19 · 2 revisions tracked |
| 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.