Ming-Chi Kuo: Nvidia Revives Rubin CPX, Production Set for Q1 2027

zephyr_z9 · x · 2026-08-31

Analyst Ming-Chi Kuo reports Nvidia has revived the Rubin CPX program, targeting production in Q1 2027. The new CPX focuses on optimizing prefill performance, offering near-Rubin compute, 2300W TDP, and 168GB HBM4. It moves to a standalone MGX ETL rack design supporting 64-256 GPUs, highlighting Nvidia's priority on prefill solutions.

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