Nvidia Rubin architecture boosts revenue density 2.2X over Hopper
Beth_Kindig · x · 2026-09-01
Beth Kindig highlights that Nvidia's transition from Hopper to the Rubin architecture will increase revenue density from $18 billion per GW to $40 billion per GW—a rise of more than 2.2x. This jump in revenue generation from essentially the same infrastructure suggests Nvidia's growth may remain stronger than Street expectations.
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