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Tim Kellogg
timkellogg.me
did:plc:ckaz32jwl6t2cno6fmuw2nhn
NVIDIA’s moat just got bigger
the Rubin CTX is for inference, and it’s a beast
sold as a rack as the unit, this one optimizes various LLM phases into silicon
notably: it does prefill in fp4 with low memory bandwidth and huge compute
https://semianalysis.com/2025/09/10/another-giant-leap-the-rubin-cpx-specialized-accelerator-rack/
2025-09-12T12:05:41.304Z