-
Nvidia unveils new GPU designed for long-context inference
At the AI Infrastructure Summit on Tuesday, Nvidia announced a new GPU called the Rubin CPX, designed for context windows larger than 1 million tokens.
Part of the chip giant’s forthcoming Rubin series, the CPX is optimized for processing large sequences of context and is meant to be used as part of a broader “disaggregated inference” infrastructure approach. For users, the result will be better performance on long-context tasks like video generation or software development.
Nvidia’s relentless development cycle has resulted in enormous profits for the company, which brought in $41.1 billion in data center sales in its most recent quarter.
The Rubin CPX is slated to be available at the end of 2026.
Citi now estimates about $12 billion less in GPU sales for 2026 than it had previously modeled, including a $2 billion reduction from Meta. That implies roughly a 5% hit to its prior $232 billion forecast for 2026 merchant GPU sales.
Nvidia’s risks highlighted by Citi
"Importantly, our estimates do not include China, which could be a source of upside if and when Nvidia restarts GPU shipments to China," Malik added.
Nvidia closed at $168.31 on Sept. 8. Citi expects Huang’s Oct. 28 GTC keynote to be a key catalyst for the stock.
Related: Goldman Sachs revamps S&P 500 target for 2026
This article has been published on thestreet.com via Yahoo News.
