Ben Pouladian(@benitoz):The market believed Rubin CPX was dead @mingchikuo says it is back for 1Q27, and the spec is the story The 2025 design was Nvidia's own HBM dodge: 128 GB of GDDR7 to make prefill cheap The revived chip carries 168 GB of HBM4 at Rubin's full 2,300 W, with NVLink cut to 1.5 TB/s at most Nvidia kept the memory and cut the fabric Kuo: over 50% of AI inference workload is prefill and KV cache build At the recommended 1:1 pairing, every Rubin now adds another 168 GB of HBM4 Even prefill pays the tax

Ben Pouladian

@benitoz

AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016

参加 April 2009

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Ben Pouladian@benitoz

2026.08.31 15:22

The market believed Rubin CPX was dead @mingchikuo says it is back for 1Q27, and the spec is the story The 2025 design was Nvidia's own HBM dodge: 128 GB of GDDR7 to make prefill cheap The revived chip carries 168 GB of HBM4 at Rubin's full 2,300 W, with NVLink cut to 1.5 TB/s at most Nvidia kept the memory and cut the fabric Kuo: over 50% of AI inference workload is prefill and KV cache build At the recommended 1:1 pairing, every Rubin now adds another 168 GB of HBM4 Even prefill pays the tax