Shades of Raptor engine progress here from NVIDIA as they move towards a fanless design in their Rubin NVL8 HGX systems …

SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-26

SemiAnalysis observes that NVIDIA's move toward a fanless design in its Rubin NVL8 HGX systems represents iterative hardware progress analogous to SpaceX's Raptor engine development trajectory.

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NVIDIA Expands Enterprise AI Ecosystem Across Cloud, Agents, and Industry Verticals

Extraction

Topics: nvidiagpu-hardwaredata-center-coolinghpc-infrastructure

Claims

NVIDIA is transitioning to a fanless design in its Rubin NVL8 HGX systems.
The fanless approach simplifies the overall system design compared to prior generations.
NVIDIA's hardware iteration trajectory resembles the incremental progress seen in SpaceX's Raptor engine development.

Key quotes

Shades of Raptor engine progress here from NVIDIA as they move towards a fanless design in their Rubin NVL8 HGX systems and simplify the system design.