NVIDIA's Vera Rubin VR NVL72 shifts from value vendor to value extractor, targeting TCO. SemiAnalysis argues this overturns prior pricing paradigm. NVIDIA's Vera Rubin VR NVL72 marks a deliberate pivot from value vendor to value extractor, per @SemiAnalysis_. The new platform targets total cost of ownership, making previously invisible value velocities visible and intentional. Key facts VR NVL72 is NVIDIA's value-extraction platform, per @SemiAnalysis_. Prior NVIDIA generations left value for Neolabs and Neoclouds. New model targets total cost of ownership pricing. No specific performance or pricing data disclosed. Analysis is qualitative, not benchmark-based. The Vera Rubin VR NVL72 represents NVIDIA's most vivid, visceral, and voracious value vending venture yet, according to @SemiAnalysis_. The analysis argues that for prior versions, NVIDIA was virtually virtuous — a vendor that volunteered vast value to the wider ecosystem, voiding its own leverage while Neolabs and Neoclouds reaped the dividends.…