GB300 NVL72 Appraisal
What GB300 NVL72 collateral is worth now, and when your loan matures.
What it's worth
A GB300 NVL72 rack runs $8 million to $8.6 million installed, with networking, in Managed GPUs' October 2026 ballpark, and OEMs rate it at up to 140 kW. Its collateral value depends as much on the liquid-cooled site as on the 72 GPUs.
Our data
| Figure | Value | Detail |
|---|---|---|
| Rack ballpark | $8M-8.6M | Per 72-GPU rack, including networking and installation. Managed GPUs, October 2026. |
| Rack power | Up to 140 kW | GIGABYTE's rating for its GB300 NVL72 rack; NVIDIA does not publish a per-GPU figure. |
| B300 residual, 2027 | 52-64% | Conservative band, % of original list price; moderate 64-78%. Residual report, as of June 2026. |
| B300 residual, 2028 | 37-50% | Conservative band, % of original list price; moderate 50-64%. Residual report, as of June 2026. |
Sources: Managed GPUs (American Compute), GIGABYTE, American Compute.
What moves GB300 NVL72 collateral value
The rack is the asset. 72 Blackwell Ultra GPUs and 36 Grace CPUs share one NVLink domain, and the rack carries its own switch trays, power shelves and cooling manifold. Lenovo's build cools the CPUs, GPUs, NVLink switches and ConnectX-8 adapters with cold plates fed by a coolant distribution unit, and the drives and optics with air.
Density limits who can take it back. GIGABYTE rates its GB300 NVL72 rack at up to 140 kW. Past roughly 40 kW per rack, direct-to-chip liquid cooling is mandatory, which confines the system to a small set of purpose-built data centers. The orderly liquidation value assumes a buyer with such a site; the forced value assumes there may not be one in time.
Memory per GPU is the premium. Each GPU carries about 278 GB of HBM3E, and Micron has said its 12-high HBM3E is designed into GB300 NVL72. That is the inference capacity buyers pay for.
There is no published GB300 band. We use the B300 bands as the reference, the same Blackwell Ultra silicon, and adjust for the rack-scale buyer pool: 52-64% of list price in 2027 and 37-50% in 2028 in the conservative case.
What a report flags
| Severity | Finding |
|---|---|
| High | Site lease ends before the loan; no alternate liquid-cooled facility with 140 kW racks is identified for a recovery. |
| Medium | Quote bundles installation, optics and the coolant distribution unit into one line; equipment value is separated in the report. |
| Low | Rack revision and firmware match the OEM's current release. |
Illustrative.
Discuss a transaction
Send us the equipment list and the loan or lease you have in mind. We will come back with an indication and the questions we would need answered.
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