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SemiAnalysis

Vera Rubin NVL72 Agentic Inference: 67x better Performance per Dollar

Rubin is the first platform co-designed across six products for the agentic era: Rubin GPU, Vera CPU, NVLink 6 Switch, ConnectX-9, BlueField-4, and Spectrum-6. Today we are publishing the first verified agentic inference results for Rubin, measured on our agentic inference benchmark, AgentX. Even on early pre-release software, the results already show why extreme co-design was necessary. At GTC 2026, Jensen presented this graph that VR NVL72 achieved 3x performance per MW compared to Blackwell on O(1-3 Trillion) parameter model around 200 TPS. But when compared to the real world performance of Rubin already on prelease software, we are already seeing up to 7x better token throughput per megawatt. Jensen needs to stop sandbagging his performance claims at GTC . The last time he did this at GTC 2024, when he claimed GB200 NVL72 would deliver 30x Hoppers performance, but when we tested, it was 98x better performance than Hopper. Our estimates on the performance results show that even on

By Bryan Shan
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