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.

We just hit under 100 Sparks left at Microcenters across the nation only 9 more stores have them in stock... Look at this freaking sell of! Absolutely insane.

千问11月将发布新的视频模型，视频效果预展示看起来很不错。请务必把 seedance 给我按在地板上摩擦！把价格打下来！

It’s not about the price It’s about the meme