According to SemiAnalysis, SpaceX is developing a custom Vera Rubin NVL72 rack called Kessel that replaces NVLink cable cartridges with a passive PCB midplane. The design retains Oberon's 72 GPU packages, 18 compute trays, and 9 switch trays, with the trays arranged back-to-back around the midplane. SpaceX plans to purchase chip packages directly from Nvidia while sourcing the remaining components itself, bypassing Nvidia's L6 compute boards and thereby gaining greater autonomy in supplier selection and component procurement.
