NVIDIA NVL576 TCO Shift

NVIDIA's NVL576 rack-level system redefines TCO from megawatts to integrated cooling and power smoothing, challenging traditional MW-based framing and reinforcing NVIDIA pricing power. Key for GPU allocation and system design decisions. New cooling thresholds: Molex engineer Q&A confirms air-cooled busbars limited to ~150-160 kW; liquid-cooled power distribution necessary for high-density AI racks. Multi-channel design claims 20% improvement in half the space.