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5x improvement of energy efficiency in just GPUs translates to more like 50% reduction of power usage, with is significant but doesn't warrant a 80% reduction in pricing. Especially since Nvidia will charge more for the same card - they have been pricing things pretty aggressively.

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And on the DC side they will be building to a power and heat budget. If Vera Rubin changes the power density per rack equation that may have some impact. But thinking rationally if the flops per kw-sq ft are lower than Blackwell, no problem. If they are a lot better then even if the kw per sq ft is higher you can just space the racks out a little

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