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CoreWeave $CRWV offered the first look at $NVDA Vera Rubin NVL72’s performance on DeepSeek R1 in July, finding up to a 10X increase in tokens per MW compared to the GB200. Back-of-napkin math shows revenue implications remain substantial – even assuming an 80% decrease in token prices from a theoretical $5 per million to $1 per million, a 10X increase in TPS per MW could see revenue rise 2X. https://t.co/38kSkpimHs