The Architecture of Dominance: NVIDIA’s Rubin CPX and the $254 Billion Inference Wars
shanakaanslemperera.substack.com · 2,783 words · saved by 1 readers
How a chip designed to process context—not generate it—may determine who controls the economics of artificial intelligence through 2030
The Architecture of Dominance: NVIDIA’s Rubin CPX and the $254 Billion Inference Wars How a chip designed to process context—not generate it—may determine who controls the economics of artificial intelligence through 2030 Shanaka Anslem Perera Dec 30, 2025 ∙ Paid 9 2 Share Shanaka Anslem Perera December 30, 2025 I. The Confession Hidden in Plain Sight On September 9, 2025, NVIDIA unveiled a chip that shouldn’t exist. The Rubin CPX contains no High-Bandwidth Memory. It uses GDDR7—the same commodity memory found in gaming cards. Its die is monolithic, avoiding the exotic CoWoS packaging that def
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