NVIDIA Unveils First Groq-Powered Chip LPX: Delivers Up to 35x Inference Efficiency Improvement per Megawatt with Vera Rubin Combo, and Showcases Next-Gen Kyber Prototype
According to 1M AI News's monitoring, Groq's 3 LPU (Language Processing Unit) is the first chip launched after NVIDIA's acquisition of AI inference chip startup Groq for around $20 billion in December last year, with shipments expected to start in the third quarter of this year. The Groq 3 LPX chassis can accommodate 256 LPUs, equipped with 128GB of on-chip SRAM and an extensible interconnect bandwidth of 640TB per second. The company claims that when LPX is deployed with Vera Rubin NVL72, the highest throughput per megawatt can be increased by up to 35 times, unlocking the revenue potential for trillion-parameter, million-token contextual inference scenarios. Huang Renxun described the two processors as "extremely different yet mutually unified: one pursuing high throughput, the other pursuing low latency," with LPX's on-chip memory significantly expanding the total memory capacity available to models. The LPX chassis is scheduled to be launched in the second half of this year along with the Vera Rubin platform.
During the conference, Huang Renxun also showcased the prototype of the next-generation chassis architecture, codenamed Kyber. Kyber will reconfigure the computation tray of 144 GPUs into a vertical arrangement to increase physical density, reduce latency, and will be integrated into Vera Rubin's successor platform, Vera Rubin Ultra, expected to be launched in 2027.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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Sector Update: Tech Stocks Fall Late Afternoon
03:51 PM EDT, 10/08/2026 (MT Newswires) -- Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 2.1% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 4.1%. The Philadelphia Semiconductor index shed 3.8%. In sector news, OpenAI's annualized revenue is about $20 billion less than previously signaled to investors, the Financial Times reported Thursday, citing financial documents shared with backers. The company recently told investors its revenue was approaching $50 billion on an annualized basis at the end of September, well short of the $70 billion reported late last month based on information investors had provided, the report said. In corporate news, Nvidia-backed (NVDA) Firmus Grid is poised to delay its initial public offering amid slack investor demand, Bloomberg reported. The Australian data center company had been looking to raise as much as $5.5 billion including an over-allotment option, indicating a $30.4 billion valuation, and may consider a private funding round instead, the report said. Nvidia shares were down 2.9%. Apple (AAPL) CEO John Ternus is naming his longtime lieutenant Steve Smith as the company's mergers and acquisitions chief, Bloomberg reported. Smith will succeed Adrian Perica, who has run the tech giant's M&A and corporate development function for over a decade, the report said. Apple shares rose 1.4%. Microsoft (MSFT) and Adobe (ADBE) are being suspended from the Permanent Labor Certification Program due to "multiple active federal investigations," US Secretary of Labor Keith Sonderling said Thursday at a press conference. Microsoft shares were down 1.4%, and Adobe was up 3.1%. GlobalFoundries (GFS) struck a multi-year $2 billion deal to supply silicon interposers to Taiwan Semiconductor Manufacturing (TSM) amid growing demand for AI. GlobalFoundries shares were up 2.4%, and Taiwan Semiconductor was falling 3.5%.
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