signal_tag · 2_broadcasts
#ai-compute
// 2 transmissions tagged with #ai-compute
TX_034· 23:30Devices & Hardware
Nvidia: $1T in Blackwell + Rubin orders through 2027. Groq LPU pushes 35x tokens-per-watt.
Jensen Huang's GTC keynote raised projected Blackwell + Rubin orders from $500B to $1T through 2027. Nvidia also unveiled the Groq 3 LPU — a 35x tokens-per-watt boost when paired with Rubin GPUs.
TX_033· 22:00Devices & Hardware
Nvidia's Vera Rubin platform: 336B transistors, 5x Blackwell inference
Nvidia's Vera Rubin platform centres on the Rubin R100 GPU — 336B transistors, 288GB HBM4, 22 TB/s memory bandwidth. Claimed 5x Blackwell inference at 10x lower cost per token.