Nvidia(US:NVDA) 智通财经网·2025-09-17 08:32Core Insights - The Rubin CPX GPU, designed by NVIDIA for ultra-long context AI inference tasks, features an innovative decoupled inference architecture, significantly enhancing hardware efficiency and cost balance [1][2] Hardware Innovations - The Rubin CPX introduces substantial changes in hardware, including a modular tray design with four sub-cards, upgraded cooling from air to liquid, and a wireless cable architecture for connectors and PCBs [2] - The GPU offers 30 Peta FLOPS of computing performance at NV FP4 precision, equipped with 128GB GDDR7 memory and a memory bandwidth of 2TB/s [1] Market Potential - The single PCB value for the VR200NVL144 cabinet is estimated at approximately 456,000 yuan, with a single GPU corresponding to a PCB value of 6,333 yuan (880 USD), reflecting a 113% increase compared to the GB300 [3] - The total PCB market size is projected to reach 6.96 billion USD by 2027, representing a 142% growth from 2026, with expected shipments of 100,000 racks across various models [3] Related Companies - Relevant companies in the industry chain include Shengyi Technology (600183.SH), Shenzhen South Circuit (002916.SZ), Xingsen Technology (002436.SZ), and others [4]