Geopolitical constraints and import controls curb RTX PRO in China, with a special edition awaiting broader demand; CPX adopts GDDR7 memory with increased capacity, complementing Rubin GPUs that rely on HBMs, while near-term momentum remains with current solutions.

Key Highlights

• China market constrained by geopolitics and controls; the special edition release is awaiting broader demand. 
• CPX uses GDDR7 memory to boost capacity and complements Rubin GPUs using HBMs. 
• Design targets AI training and inference; mass production timing remains to be clarified. 
• Demand for CSP racks and integrated systems is rising; providers seek more integrated approaches. 
• CPX and Rubin complement each other, with no clear cannibalization in sight.

Table of Contents

1. Introduction
   • Newly Unveiled Rubin CPX from NVIDIA Manages Context-Stage Computing of AI Disaggregated Inference Architecture
   • VR NVL 144 CPX Compute Tray Contains 8 Additional Rubin CPX GPUs to Enhance AI Inference Capabilities
   • Estimated Power Consumption of VR NVL144 CPX Is Near 400kW per Rack
2. NVIDIA's Adoption of GDDR7 Will Still Focus on RTXC PRO 6000 in 2026; Ramp-Up of Rubin CPX System Is Expect to Start Either by End of 2026 or in 2027
   • Estimated Distribution of Demand (Shipments) of GB200 and GB300 Racks by Major CSP (Customer) in 2025
3. Geopolitical Factors Have Caused Setbacks for H20 in China but Also Created Opportunities for RTX PRO 6000 in the Same Market; Ramp-Up of Special 6000D Version Is Expected to Occur After 4Q25
4. NVIDIA CPX Is Expected to Drive Future Growth for GDDR7

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