Nvidia LPU/LPX racks set for order-of-magnitude growth: application trends, ecosystem integration, and a new PCB cycle1. My latest supply-chain checks suggest that following Nvidia’s investment in Groq, LPU shipment forecasts have moved significantly higher. Total shipments in 2026–2027 are estimated at 4–5 million units (with 30–40% in 2026 and 60–70% in 2027). Relative to historical annual volumes, this implies order-of-magnitude growth, roughly 10×+.2. Fast-growing LPU demand reflects two key factors:(1) ...