英伟达争霸“推理时代”，新Rubin CPX GPU“1亿美元投入，50亿美元推理收入，50倍回报率”！_老虎社区_美港股上老虎

英伟达争霸“推理时代”，新Rubin CPX GPU“1亿美元投入，50亿美元推理收入，50倍回报率”！

华尔街见闻09-10

花旗称，英伟达推出专为长语境推理设计的Rubin CPX GPU，承诺为客户带来50倍投资回报率，远超GB200 NVL72的10倍回报率。该芯片在注意力机制方面性能较GB300 NVL72提升3倍。英伟达GB300 NVL72系统在MLPerf推理基准测试中创下新纪录。这些发布表明推理时代已经到来。英伟达重磅推出专为长语境推理设计的全新Rubin CPX GPU，承诺为客户带来前所未有的投资...

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NVL72系统，在注意力机制方面性能提升高达3倍。除新GPU发布外，英伟达还宣布其GB300 NVL72机架级系统在最新的MLPerf推理基准测试中创造了新的推理基准记录。据花旗研究指出，通过在产品路线图中插入Rubin CPX，英伟达正在ASIC竞争加剧的背景下加速其一年一度的产品发布节奏，这标志着\"推理时代\"已经到来。革命性的Rubin CPX：专为推理时代打造的盈利引擎英伟达Rubin CPX代表了GPU设计的全新类别，专门针对长语境推理进行优化。这款芯片能够处理百万级tokens的软件编程和生成式视频，在速度和效率方面实现突破性提升。花旗在研报中指出，最引人注目的是其经济效益：Rubin CPX相比英伟达GB300 NVL72系统，注意力处理能力提升高达3倍。更重要的是，该芯片与英伟达Vera CPU和Rubin GPU紧密配合，构成全新的英伟达Vera Rubin NVL144 CPX平台，能够让企业以前所未有的规模实现投资变现——每投入1亿美元可产生50亿美元的推理收入，投资回报率约为50倍，远超GB200 NVL72的约10倍回报率。花旗称，英伟达通过在产品路线图中插入Rubin CPX，正在加速其一年更新节奏，这一举措明显是为了应对日益激烈的ASIC竞争。英伟达GB300 NVL72机架级系统在最新MLPerf推理基准测试中创下新的推理基准记录，相比GB200 NVL72系统，可提供高达1.4倍的DeepSeek-R1推理throughput。该平台还在MLPerf Inference v5.1套件新增的所有数据中心基准测试中创下性能记录，包括DeepSeek-R1、Llama 3.1 405B Interactive、Llama 3.1 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