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With GPU economics driving a lot of consternation in the financial circles these days, Morgan Stanley has come forward with a fairly convincing note on the unrivalled efficiency advantages of leveraging NVIDIA's GB200 NVL72 GPUs for large-scale AI factories.

For the benefit of those who might not be aware, each NVL72 AI rack contains 72 NVIDIA B200 GPUs plus 36 Grace CPUs, connected via the NVLink 5 high-bandwidth, low-latency interconnect. Do note that each such server rack currently costs around $3.1 million vs. just around $190,000 for an H100 rack.

However, Morgan Stanley believes that it makes much more economic sense to go with NVIDIA's la

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