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

SemiAnalysis · Sep 14, 2026 · 6:08 PM ET

Jensen Sandbagging Performance Again, 2x more Annual Profit Per GigaWatt, The More you Buy, The More you Earn, AgentX, InferenceX, Extreme Co-Design

Why it scores

Rules judge: AI item; Topics: agents, compute; Source: SemiAnalysis.

Builder score 67

0 to 100: how useful this is for building or owning income-producing assets, digital or physical. Not a rating of how big the news is.

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Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO

AIOct 14, 2026 · 4:35 PM ET · Latent Space

How Leash Bio tamed DELs, the assay that traumatizes everyone, and used the data to catch cheating models. And why that same data is perfect for AI agents learning to think like chemists.

Builder score 67