Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs and 128GB of on-chip SRAM, available in H2 2026
Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin NVL72 rack …
CRN Dylan Martin
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Discussion
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@iancutress
@iancutress
on x
It's called groq v3. It's the second chip launched though. One of the reasons groq had one chip over 7 years might have meant a failed design. Looking forward to more arch details. FP8 support seems confirmed, but MX? Int? It's still deterministic. So... Batch 1??
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@mweinbach
Max Weinbach
on x
So remember when everyone was saying the Groq partnership made no sense because of the static compiler and SRAM architecture doesn't make sense for Nvidia And I was saying no this makes sense because it gets away from CoWoS/TSMC and HBM bottlenecks and lets them increase speeds
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@iancutress
@iancutress
on x
OK here we go. Same architecture, scaled up. 500 MB SRAM per chip. Jensen saying up to 25% of your datacenter could be groq. 8 way systems for 4 GB SRAM. Use dynamo for attention Decode only. Working over ethernet on special mode to half latency. Samsung LP4X. Ship in 2H/3Q. [ima…
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@tickersymbolyou
Alex
on x
The Groq 3 LPU is going to blow the lid off $NVDA adoption in data centers. The economics of compute just changed big time. Mark my words. [image]
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@ryanshrout
Ryan Shrout
on x
The most anticipated announcement of the keynote: NVIDIA is announcing a new LPU, the @NVIDIA @GroqInc 3 LPU, that pairs with Vera Rubin NVL72 via a dedicated LPX rack connected over Direct C2C. Claims are 35x inference throughput over Blackwell for trillion-parameter models. The…
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@iancutress
@iancutress
on x
Groq LPX v3 running 2T param models? Details please. [image]
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@benitoz
Ben Pouladian
on x
NVIDIA Vera Rubin seven chips, five racks, one AI supercomputer Groq 3 LPU: 500MB SRAM, 150 TB/s, zero HBM Spectrum-X Photonics: co-packaged optics, 5x power efficiency 10x inference throughput per watt vs Blackwell 1/4 the GPUs to train MoE models the AI factory is the product […
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@theahmadosman
Ahmad
on x
Groq 3 LPX Compute Tray is here > A token accelerator > 35x increase in token generation [image]
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@zerohedge
@zerohedge
on x
Nvidia Shares Pump & Dump After CEO Jensen Expects “At Least” $1 Trillion In Revenue By 2027 https://www.zerohedge.com/...
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@realsimpleariel
Ariel Hernandez
on x
Jensen: $NVDA expecting demand through 2027 to hit 1 Trillion. Market: No one cares [image]
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@zerohedge
@zerohedge
on x
NVDA $300BN round trip in the past 15 minutes
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@ns123abc
Nik
on x
BREAKING: NVIDIA CEO JUST SAID HE SEES $1 TRILLION IN REVENUE THROUGH 2027 We are still in early days. [image]
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@zerohedge
@zerohedge
on x
*NVIDIA CEO SAYS 60% OF BUSINESS TO BE HYPERSCALERS so 4-5 companies will spend $1 trillion on NVDA chips? *NVIDIA QUICKLY PARES GAINS TO 2.8%, HAD BEEN UP 4.8%
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@sawyermerritt
Sawyer Merritt
on x
NEWS: Nvidia CEO Jensen Huang just announced that he sees at least $1 trillion in revenue by 2027, expects computing demand to exceed that. “We are now a computing platform that runs all of AI.” [video]
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@futurenvesting
Tannor Manson
on x
Jensen Huang just said Nvidia foresees $1 TRILLION in compute demand for next year. WTF! 50% of my portfolio is in $NVDA and yet I don't feel bullish enough... My guess was $800b; this is a whole other level. [image]
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@divestech
Dan Ives
on x
Nvidia $1 trillion. Wow 🔥🔥
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@wallstengine
@wallstengine
on x
$NVDA CEO Jensen Huang says NVIDIA now sees at least $1 TRILLION in high-confidence AI infrastructure demand through 2027, up from $500B last year, with 60% of demand coming from hyperscalers and CUDA in Cloud AI natives. [image]
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@zephyr_z9
@zephyr_z9
on x
HOLY $1 trillion LFG [image]
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@benbajarin
Ben Bajarin
on x
Assuming Jensen is building on the $500b over 5 ish quarters then the $1T by end of 2027 is 9 quarter ish then.
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@munster_gene
Gene Munster
on x
Big update on demand: Stock goes from up 2% to up 3%. Raised CY27 revenue to be about 7% higher than the Street. Specifics: Jensen now says through end of CY27 there is $1 trillion in demand for Rubin. Three weeks ago, he was saying CY26 was going to be better than $500B. My
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@mweinbach
Max Weinbach
on x
Jensen expects $1T in spend on buildout in the next year and wants Nvidia to become the entire infrastructure for Nvidia GPUs For more than just AI workloads
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@firstadopter
Tae Kim
on x
Jensen sees $1 trillion!!!!! of demand through next year. The crowd gasps $NVDA Nvidia [video]
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@ryanshrout
Ryan Shrout
on x
Jensen now says that through 2027, there is an increase from $500B to at least $1T for computing demand. Split 60/40 between cloud native and enterprise/sovereign groups. [image]
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@jimcramer
Jim Cramer
on x
Jensen just raises his $500 billion in demand through 2027 at $1 trillion!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!! Double from just a few months ago..
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@benbajarin
Ben Bajarin
on x
Jensen now out saying revenue line of sight through 2027 = at least 1 trillion dollars. 🤯
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@tomwarren
Tom Warren
on x
I can't get over the faces with DLSS 5. This is supposed to be a 15 year old student [image]
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@mischiefsyt
@mischiefsyt
on x
Digital Foundry's coverage of DLSS5 is absolute proof to me that they cannot be trusted going forward. This is not journalism. There is no push back or questioning despite it obviously being an Ai filter. It's just Nvidia talking points. This frankly reads like an undisclosed ad …
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@tomwarren
Tom Warren
on x
DLSS off / DLSS 5 on [image]
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@modernvintageg
@modernvintageg
on x
ill say it because everyone else wont, DLSS5 looks like dogshit. not a fan at all [image]
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@bilawalsidhu
Bilawal Sidhu
on x
Big moment. You can cross the uncanny valley in video games by using real-time video-to-video AI. You get the best of coherence & control from classical 3d engines, then use generative AI to take it all the way.
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@hardwarecanucks
@hardwarecanucks
on x
Ok, hold the phone. WHAT? Totally torn here. Are we infringing on a game designer's artistic intent w/ AI assumption? OR This is SICK! It breaks artists free from a game engine's limitations! What do you think?
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@tomwarren
Tom Warren
on x
DLSS 5 looks like gen AI for video games. Grace looks totally different with DLSS 5 [image]
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@rohankarmoon
RohanKar
on x
why tf are you turning an actual good upscaling technology into an AI slop mode????? [image]
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@gamersnexus
@gamersnexus
on x
DLSS5 makes this look like an AI generated dating profile picture used to scam an old person in another country. Just looks like every other AI generated image of a “person.” No character or soul to it. Art loses what makes it impressive when it all looks like generated slop. [im…
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@bengeskin
Ben Geskin
on x
The idea is cool, and I'm not against using AI like this, but here it feels a bit too much... the faces don't really look like the characters anymore.
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@tomwarren
Tom Warren
on x
Nvidia just announced DLSS 5, calling it the “most significant breakthrough in computer graphics” since the introduction of real-time ray tracing in 2018. DLSS 5 uses “real-time neural rendering” and is coming to RTX 50 series GPUs later this year https://www.nvidia.com/...
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@synthpotato
@synthpotato
on x
@NVIDIAGeForce This looks horrifically bad, nobody wants an AI slop filter on top of their games
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@synthpotato
@synthpotato
on x
@digitalfoundry They cannot be serious, this is just an AI slop filter on top of the game
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@nvidiageforce
@nvidiageforce
on x
Announcing NVIDIA DLSS 5, an AI-powered breakthrough in visual fidelity for games, coming this fall. DLSS 5 infuses pixels with photorealistic lighting and materials, bridging the gap between rendering and reality. Learn More → https://www.nvidia.com/... [video]
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@synthpotato
@synthpotato
on x
NVIDIA just announced DLSS 5, which seems to generate AI images on top of upscaling, rather than just upscale what is already there as per all previous DLSS versions and this looks... not good. It is heavily leaning into AI slop, Grace looks like a completely different person. [i…
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@mweinbach
Max Weinbach
on x
I mean DLSS 5 is insane for lighting, imagine if DLSS 6 handles movement/motion mixed with it. You could probably have photo realistic lighting, motion, audio, etc in real time with it. The entire game becomes the quality of cut scenes.
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@geforce_jacobf
Jacob Freeman
on x
DLSS 5 applies to the entire scene in real-time, with existing textures and models, making the materials, lighting, faces look so much more real. 👀 [image]
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@videotechuk_
Ben
on x
Urm NVIDIA? This looks awful [image]
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@geforce_jacobf
Jacob Freeman
on x
DLSS 5 is completely mind blowing. The neural rendering model with photoreal lighting and materials is a generation step up in visual fidelity. Gaming with DLSS 5 feels like future tech, but its possible now. It is truly incredible. 🤯 [video]
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@mrbenb
Ben Berraondo
on x
Many thought a next-gen jump wouldn't happen for gaming again. Must watch video to see how games are going to look Great job by the @digitalfoundry team!
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@ctnzr
Bryan Catanzaro
on x
So proud of DLSS5: Fully generative neural rendering, in real-time, in real games. Mind-blowing realism. A whole new generation of real-time graphics. A decade of continuous research and development. Coming soon to PCs everywhere. 💚 [image]
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@aegies
@aegies
on bluesky
so if i'm understanding this video correctly, what DLSS5 is actually doing is taking every frame rendered through the existing process and then applying an AI image generative filter on it to make it look more “real.” and honestly i think i kind of hate this. www.youtube.com/watc…
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@jamesbjones.com
James B. Jones
on bluesky
Nvidia has rolled out DLSS 5 and holy jumping fucking shitballs does it make everything look terrible. It runs every NPC through the same shitty uncanny valley filter that AI imagery cannot escape. — It is the “I fixed [insert female character]” meme made real and, inexplicabl…
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@seamoosi
Eric Van Allen
on bluesky
aside from the obvious That's Not Grace of this, i put on the DF video (www.youtube.com/watch?v=4Zlw...) and i just vehemently disagree with so much of the thinking that gets us here. — lighting and look is a Choice. it's part of the palette. this lucid-dream ‘photo-realism’ pu…
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@digitalfoundry
@digitalfoundry
on bluesky
We've brought back our “zoomer” screenshot tool and loaded up a range of DLSS 5 on/off comparisons from a range of games. Check it out: www.digitalfoundry.net/features/ nvi... [image]
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r/TESVI
r
on reddit
Nvidia's DLSS 5 is coming to Starfield and Oblivion Remastered, and I assume TES VI as well
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r/PHGamers
r
on reddit
DLSS 5: cool tech or art direction killer?
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r/starcitizen
r
on reddit
DLSS 5 is incredible!
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r/gaming
r
on reddit
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games
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r/GeForceNOW
r
on reddit
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games
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r/NoSodiumStarfield
r
on reddit
Starfield will Support DLSS 5 on PC
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r/gamesEcultura
r
on reddit
A NVIDIA acaba de matar os video games
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r/digitalfoundry
r
on reddit
Hands-On With DLSS 5: Our First Look At Nvidia's Next-Gen Photo-Realistic Lighting
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r/pcmasterraceFR
r
on reddit
Hands-On With DLSS 5: Our First Look At Nvidia's Next-Gen Photo-Realistic Lighting (Digital Foundry)
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r/NintendoSwitch2
r
on reddit
DLSS5 Mighty Impressive
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r/linux_gaming
r
on reddit
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games
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r/pcgaming
r
on reddit
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games
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r/hardware
r
on reddit
[Digital Foundry] Nvidia's new DLSS 5 Brings Photo-Realistic Lighting To RTX 50-Series
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r/singularity
r
on reddit
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games
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r/nvidia
r
on reddit
Hands-On With DLSS 5: Our First Look At Nvidia's Next-Gen Photo-Realistic Lighting
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r/Games
r
on reddit
Hands-On With DLSS 5: Our First Look At Nvidia's Next-Gen Photo-Realistic Lighting
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r/pcgaming
r
on reddit
Hands-On With DLSS 5: First Look At Nvidia's Next-Gen Photo-Realistic Lighting
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@benbajarin
Ben Bajarin
on x
Jensen is articulating what my main concern with Groq was in that as an independent solution why would I outsource all my inference. By integrating it as a part of the solution, it's just disaggregated but not 100% outsourced, which solves the problem.
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@benbajarin
Ben Bajarin
on x
Exactly.
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@mweinbach
Max Weinbach
on x
Jensen says CPU only racks will be a multi billion dollar business for them
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@edludlow
Ed Ludlow
on x
Nvidia: $1 trillion through 2027. But note also that 60% of revenues to come from hyperscalers. [image]
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@munster_gene
Gene Munster
on x
The fact that Jensen guided CY27 revenue about 7% ahead of the Street, yet the stock only moved about 1% higher on the news, speaks to investors' willingness to believe. $NVDA
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@edludlow
Ed Ludlow
on x
“Financial services. The largest percentage of attendees at this GTC is from the financial services industry. I know. I am hoping it is developers, not traders.” -Jensen Huang at GTC.
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@mweinbach
Max Weinbach
on x
It's nice to hear Jensen call out GeForce so much to start GTC
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@benbajarin
Ben Bajarin
on x
Jensen is emphasizing something he has said a few years now on the strength of the NVIDIA ecosystem. Massive installed base and architecture compatibility.
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@lexnfx
Alexei Oreskovic
on x
450 companies sponsored Nvida's GTC conference! Jensen's got more tech execs handing him money than Trump did for his inauguration.
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@munster_gene
Gene Munster
on x
Kickoff video showcased about a dozen startups doing frontier AI. Reminds me that many of the big tech companies of tomorrow are private today. $NVDA
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@munster_gene
Gene Munster
on x
$NVDA keynote kicks off any minute. Its a tie for key topics today: 1. Rubin Demand 2. How they'll benefit from inference. My take: 1. Jensen will likely say Rubin demand continues to be off the charts, and that's what investors already know. Unfortunately a non event for
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r/nvidia
r
on reddit
NVIDIA GTC Keynote 2026
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@firstadopter
Tae Kim
on x
Don't be a buyside dum dum. Use some critical thinking skills and your brain. The more than $1 trillion order visibility through 2027 number Jensen said is for “right now where I stand.” That leaves 21 more months to add more orders. $NVDA Nvidia
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@dylan522p
Dylan Patel
on x
I just witnessed someone in front of me market buy Nvidia stock as Jensen is talking and then post screenshots on WeChat alongside his view from the crowd
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@firstadopter
Tae Kim
on x
“Claude code is new inflection” “computing demand is off the charts” “Inference reflection has arrived” - Jensen $NVDA Nvidia [image]
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@firstadopter
Tae Kim
on x
I see buyside guys trying to contort this as negative. You all are being silly. They have visibility on $1 trillion+ right now through 2027 AND it is growing. Use your brain.