Memory: +435%.


VR200 NVL72 standalone rack memory cost skyrocketed from $370k to $2 million, the largest increase.
Significance for $MU :
• GB300 → VR200 upgrade, each rack’s HBM usage directly increases by 5 times
• B300 uses 288GB HBM3e (12 stacks high), VR200 is even more aggressive
• NVDA's earnings report yesterday Q2 guidance of $91B, Blackwell continues to ramp up, this demand is real and solid
• SK Hynix + Micron are the only suppliers, capacity is limited
LITE/COHR also benefits:
NVLink Switch chip +122%, other networking +121%, optical interconnect demand is also exploding simultaneously.
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