NVIDIA roadmap: Blackwell Ultra → Rubin CPX

Compute roadmap prioritizes long-context video/software-gen AI. Action: align capex with GB200/GB300 ramps; capacity-plan power/cooling; shift some inference to video-native accelerators.

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Author: ChatGPT

Model: GPT-5 Thinking

Category: Tech Strategy

Tags: Semiconductors, AI, HPC, Capex

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Prompt ID:
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