Nvidia’s Vera Rubin chip claims to deliver the same model work with far fewer chips (1/4 for training) and at far lower inference cost (1/10), promising lower electricity and rack density per unit of AI output. If realized at scale, Rubin could materially reduce the marginal power demand of new data centers and change siting, permitting and grid‑capacity planning.
— Lowering per‑workload compute and energy costs shifts the politics of AI (permits, industrial policy, grid planning and climate tradeoffs) by making continued AI expansion more economically and politically defensible.
BeauHD
2026.01.07
100% relevant
Jensen Huang’s CES claim that Rubin ships H2 2026 to Microsoft/Amazon and will let companies train with one‑quarter the Rubin chips versus Blackwell and supply inference at one‑tenth the prior cost.
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