Posted on 10/14/2026
A Rubin NVL72 Rack Is Worth $140-160K in Cooling: CDU at $90K, Cold Plates at $35K and Every GW Opening 4.9-7.7 Billion Yuan
Blackwell and Vera Rubin platforms push rack power past the hundred-kilowatt line, making liquid cooling a core layer of AI infrastructure, and a Rubin-class NVL72 rack carries roughly 140,000 to 160,000 dollars of liquid cooling value: the CDU at 80,000 to 90,000 as the largest item, cold plates at 35,000 with the highest technical barrier, and connectors and piping at ...