#NVIDIA

Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders put it at $5M per rack. That is $3,165/kg. Strip out the 1.5 tons of busbar, manifold and coolant and the GPU packages alone are well into gold territory, but we're pricing the rack, because that's what you actually take delivery of. Where that sits on the illicit commodity curve today ($/kg): $2,400 Cannabis flower $3,165 GB300 NVL72 $3,500 Fentanyl $28,000 Cocaine $65,000 Heroin $138,000 Gold So today NVIDIA ships a product that is denser in value than weed, roughly fentanyl-grade, and still an order of magnitude short of cocaine. For now... GB200 NVL72 was $4M, GB300 is ~$5M, and Vera Rubin NVL72 is already quoted at up to $8.8M at essentially the same rack mass. Rack weight is constrained by the datacenter floor loading; rack price is constrained by nothing. That's ~1.75x $/kg per generation with HBM, CoWoS and power all supply-limited through the decade. Cocaine: Colombia's new president has pledged a hard-line security crackdown with $1B in US aid behind it Every prior crackdown has consolidated the industry into fewer, better-capitalized operators with better logistics and higher yields per hectare. Consolidation is deflationary. We model US wholesale drifting from ~$28k/kg toward ~$12k/kg by 2030 as the supply chain professionalizes. **Crossover: 2030.** Our extrapolated NVL72-class rack hits ~$17k/kg while wholesale cocaine falls to ~$12k/kg. At that point the rational cartel pivots to smuggling racks, except a rack has a fixed 500+ kW power draw, a 3,300 lb forklift requirement and an export-control regime that is actually enforced. Cocaine has none of these problems, which is why it will remain the superior product for anyone without a substation. Key risks to the thesis: US retail coke is still ~$60–200/g, i.e. $60k–200k/kg so the crossover only holds at wholesale. Retail compute (H100 hour on a neocloud) is also marked up, so we consider this an apples-to-apples wholesale comparison. Full model available to Coke Research subscribers.

Grok 4.7 is a strong combination of intelligence, speed & low cost

Einride enters a strategic collaboration with @NVIDIADRIVE to accelerate autonomous trucking on highways and suburban roads. Building the next generation of Einride Driver on NVIDIA Hyperion platform, supports capital efficient scale of autonomous capacity across Einride’s freight network. $ENRD

The Atlantic recently called Nvidia founder and CEO Jensen Huang "the most powerful man in AI." He talks with CBS News' @jolingkent at Nvidia headquarters in Santa Clara, Calif., about the latest developments in artificial intelligence and the ongoing debate over safety and regulations. https://cbsn.ws/476ihUf

From 32 input images to real-time flight through @nvidia's Voyager headquarters. Trained on NVIDIA Blackwell GPUs, Atlas uses these images as 3D spatial context to generate new views, letting you explore with pixel-perfect camera control. Take a look around.

Today, @Pinterest announced a new foundation for multimodal AI built with @nvidia to support a growing range of products that rely on both images and language. Learn more: https://newsroom.pinterest.com/news/newsroom-pinterest-x-nvidia/

SemiAnalysis says Google's TPU beats NVIDIA by 50% per dollar. Its own dashboard, each chip at its best, says NVIDIA by 9.7x. The trick: run Blackwell with its four biggest advantages off and call it apples to apples. Free isn't cheap enough anon https://x.com/i/article/2098431457442287617

This Labor Day, we're celebrating the nearly 13 million men and women who make things in America. For 250 years, America's workers have pushed manufacturing forward - from steam power and electrification to automation, robotics and Al. The tools have changed but the people haven't stopped building. Manufacturers are using new tools to work smarter, safer and build things previous generations could never have imagined. Thank you to the manufacturers who have made that progress possible. #LaborDay2026

对 NVIDIA 和 @huggingface 来说是激动人心的一天。 开放模型能够增强安全性与网络安全，加速创新与普及，并实现技术主权。它们让每一位开发者、初创公司、大学、行业和国家都能构建、定制 AI 并从中受益。 感谢 @ClementDelangue 找到我。 NVIDIA 将成为 Hugging Face、其社区以及开放模型未来的绝佳归宿。🤗 https://blogs.nvidia.com/blog/nvidia-to-acquire-hugging-face/