NVIDIA launched the Rubin CPX GPU, designed for high-performance million-token processing in coding and generative video applications.
Quiver AI Summary
NVIDIA has unveiled the Rubin CPX GPU, specifically designed for handling massive-context processing, including million-token coding and generative video applications. Built on the new Vera Rubin NVL144 CPX platform, the Rubin CPX delivers 8 exaflops of AI performance and features 100TB of fast memory in a compact rack unit. It significantly outperforms previous models, providing 7.5 times more AI capability than the NVIDIA GB300 NVL72 systems. The Rubin CPX will enhance various AI applications, helping companies generate substantial revenue while improving coding and video generation efficiency. Innovations are being explored by companies like Cursor, Runway, and Magic, which could transform software development and creative workflows. The model boasts extensive memory and fast processing capabilities, fostering advanced applications in the AI landscape, with availability expected by the end of 2026.
Potential Positives
- NVIDIA introduced the Rubin CPX GPU, purpose-built for massive-context processing, significantly enhancing speed and efficiency in software coding and generative video applications.
- The Vera Rubin NVL144 CPX platform offers groundbreaking AI performance with 8 exaflops of compute power, positioning NVIDIA at the forefront of AI technology in high-demand workloads.
- Companies utilizing the Rubin CPX can potentially generate $5 billion in token revenue for every $100 million invested, highlighting the financial incentive for businesses to adopt this technology.
- Industry leaders like Cursor and Runway are already exploring the capabilities of Rubin CPX, indicating strong market interest and the potential for transformative impacts in AI-driven content creation and development.
Potential Negatives
- Availability of the NVIDIA Rubin CPX is not expected until the end of 2026, which may hinder immediate market competition and adoption.
- Potential reliance on third parties for manufacturing and assembly may pose risks to production timelines and quality control.
- The forward-looking statements indicate uncertainties related to technological development and market acceptance, which could impact future performance and profitability.
FAQ
What is the NVIDIA Rubin CPX GPU designed for?
The NVIDIA Rubin CPX GPU is built for handling million-token coding and generative video applications with high efficiency.
How much AI performance does the Vera Rubin NVL144 CPX platform deliver?
The Vera Rubin NVL144 CPX platform provides 8 exaflops of AI performance, significantly boosting processing capabilities.
When will the NVIDIA Rubin CPX be available?
The NVIDIA Rubin CPX is expected to be available at the end of 2026.
What advantages does Rubin CPX offer for software development?
Rubin CPX accelerates intelligent code generation and improves developer productivity significantly for software development.
Which companies are exploring the capabilities of Rubin CPX?
AI innovators like Cursor, Runway, and Magic are testing how Rubin CPX can enhance their application performance.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$NVDA Congressional Stock Trading
Members of Congress have traded $NVDA stock 78 times in the past 6 months. Of those trades, 65 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 40 times. They made 40 purchases worth up to $11,915,000 on 08/22, 08/20, 08/15, 08/13, 08/06, 08/01, 07/29, 07/17, 07/16, 07/14, 07/10, 06/30, 06/26, 06/25, 06/09, 06/05, 06/03 and 0 sales.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 07/07, 04/14.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/24 and 1 sale worth up to $15,000 on 04/09.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 06/17, 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 7 times. They made 6 purchases worth up to $90,000 on 05/29, 05/23, 05/16, 05/13, 05/09, 04/11 and 1 sale worth up to $15,000 on 03/11.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 05/14, 05/05, 04/09, 03/17 and 0 sales.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 05/13.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 1 purchase worth up to $250,000 on 05/08 and 3 sales worth up to $1,350,000 on 05/12, 04/07, 03/31.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $50,000 on 04/21.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 4 times. They made 4 purchases worth up to $60,000 on 04/16, 04/07, 03/11 and 0 sales.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE TERRI A. SEWELL purchased up to $15,000 on 04/10.
- REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
- REPRESENTATIVE GREG LANDSMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 03/27.
- SENATOR ASHLEY MOODY has traded it 2 times. They made 2 purchases worth up to $300,000 on 03/21, 03/20 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$NVDA Insider Trading Activity
$NVDA insiders have traded $NVDA stock on the open market 306 times in the past 6 months. Of those trades, 0 have been purchases and 306 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:
- JEN HSUN HUANG (President and CEO) has made 0 purchases and 188 sales selling 3,375,000 shares for an estimated $571,016,109.
- MARK A STEVENS has made 0 purchases and 5 sales selling 2,027,933 shares for an estimated $288,479,262.
- TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
- A BROOKE SEAWELL has made 0 purchases and 53 sales selling 770,522 shares for an estimated $119,998,758.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 42 sales selling 212,450 shares for an estimated $31,695,689.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
- DAWN E HUDSON has made 0 purchases and 2 sales selling 90,000 shares for an estimated $15,381,064.
- ROBERT K BURGESS has made 0 purchases and 2 sales selling 103,324 shares for an estimated $12,899,224.
- AARTI S. SHAH has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,368,377.
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 4 sales selling 9,000 shares for an estimated $1,172,054.
- JOHN DABIRI sold 660 shares for an estimated $91,608
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NVDA Hedge Fund Activity
We have seen 2,956 institutional investors add shares of $NVDA stock to their portfolio, and 2,157 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 382,231,120 shares (+267959.7%) to their portfolio in Q2 2025, for an estimated $60,388,694,648
- GAMMA INVESTING LLC removed 48,327,113 shares (-99.0%) from their portfolio in Q2 2025, for an estimated $7,635,200,582
- CAPITAL RESEARCH GLOBAL INVESTORS added 46,228,880 shares (+48.0%) to their portfolio in Q2 2025, for an estimated $7,303,700,751
- JPMORGAN CHASE & CO added 41,486,164 shares (+9.9%) to their portfolio in Q2 2025, for an estimated $6,554,399,050
- VANGUARD GROUP INC added 39,465,689 shares (+1.8%) to their portfolio in Q2 2025, for an estimated $6,235,184,205
- PRICE T ROWE ASSOCIATES INC /MD/ added 31,338,927 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $4,951,237,076
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,727,360 shares (+14.9%) to their portfolio in Q2 2025, for an estimated $4,854,615,606
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NVDA Analyst Ratings
Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 26 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 09/08/2025
- JP Morgan issued a "Overweight" rating on 08/28/2025
- Benchmark issued a "Buy" rating on 08/28/2025
- Needham issued a "Buy" rating on 08/28/2025
- Wedbush issued a "Outperform" rating on 08/28/2025
- Truist Securities issued a "Buy" rating on 08/28/2025
- Cantor Fitzgerald issued a "Overweight" rating on 08/28/2025
To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.
$NVDA Price Targets
Multiple analysts have issued price targets for $NVDA recently. We have seen 32 analysts offer price targets for $NVDA in the last 6 months, with a median target of $213.0.
Here are some recent targets:
- Atif Malik from Citigroup set a target price of $200.0 on 09/08/2025
- Harlan Sur from JP Morgan set a target price of $215.0 on 09/04/2025
- Matt Bryson from Wedbush set a target price of $210.0 on 08/28/2025
- Kevin Cassidy from Rosenblatt set a target price of $215.0 on 08/28/2025
- C.J. Muse from Cantor Fitzgerald set a target price of $240.0 on 08/28/2025
- Vivek Arya from B of A Securities set a target price of $235.0 on 08/28/2025
- Rick Schafer from Oppenheimer set a target price of $225.0 on 08/28/2025
Full Release
News Summary:
- The NVIDIA Rubin CPX GPU is purpose-built to handle million-token coding and generative video applications.
- The NVIDIA Vera Rubin NVL144 CPX platform packs 8 exaflops of AI performance and 100TB of fast memory in a single rack.
- Companies can monetize at an unprecedented scale, with $5B in token revenue for every $100M invested.
- AI innovators like Cursor, Runway and Magic are exploring how Rubin CPX can accelerate their applications.
SANTA CLARA, Calif., Sept. 09, 2025 (GLOBE NEWSWIRE) -- AI Infra Summit -- NVIDIA® today announced NVIDIA Rubin CPX, a new class of GPU purpose-built for massive-context processing. This enables AI systems to handle million-token software coding and generative video with groundbreaking speed and efficiency.
Rubin CPX works hand in hand with NVIDIA Vera CPUs and Rubin GPUs inside the new NVIDIA Vera Rubin NVL144 CPX platform. This integrated NVIDIA MGX system packs 8 exaflops of AI compute to provide 7.5x more AI performance than NVIDIA GB300 NVL72 systems, as well as 100TB of fast memory and 1.7 petabytes per second of memory bandwidth in a single rack. A dedicated Rubin CPX compute tray will also be offered for customers looking to reuse existing Vera Rubin 144 systems.
“The Vera Rubin platform will mark another leap in the frontier of AI computing — introducing both the next-generation Rubin GPU and a new category of processors called CPX,” said Jensen Huang, founder and CEO of NVIDIA. “Just as RTX revolutionized graphics and physical AI, Rubin CPX is the first CUDA GPU purpose-built for massive-context AI, where models reason across millions of tokens of knowledge at once.”
NVIDIA Rubin CPX enables the highest performance and token revenue for long-context processing — far beyond what today’s systems were designed to handle. This transforms AI coding assistants from simple code-generation tools into sophisticated systems that can comprehend and optimize large-scale software projects.
To process video, AI models can take up to 1 million tokens for an hour of content, pushing the limits of traditional GPU compute. Rubin CPX integrates video decoder and encoders, as well as long-context inference processing, in a single chip for unprecedented capabilities in long-format applications such as video search and high-quality generative video.
Built on the NVIDIA Rubin architecture, the Rubin CPX GPU uses a cost‑efficient, monolithic die design packed with powerful NVFP4 computing resources and is optimized to deliver extremely high performance and energy efficiency for AI inference tasks.
Advancements Offered by Rubin CPX
Rubin CPX delivers up to 30 petaflops of compute with NVFP4 precision for the highest performance and accuracy. It features 128GB of cost-efficient GDDR7 memory to accelerate the most demanding context-based workloads. In addition, it delivers 3x faster attention capabilities compared with NVIDIA GB300 NVL72 systems — boosting an AI model’s ability to process longer context sequences without a drop in speed.
Rubin CPX is offered in multiple configurations, including the Vera Rubin NVL144 CPX, that can be combined with the NVIDIA Quantum‑X800 InfiniBand scale-out compute fabric or the NVIDIA Spectrum-X™ Ethernet networking platform with NVIDIA Spectrum-XGS Ethernet technology and NVIDIA ConnectX®-9 SuperNICs™. Vera Rubin NVL144 CPX enables companies to monetize at an unprecedented scale, with $5 billion in token revenue for every $100 million invested.
Industry Leaders Look to Rubin CPX
AI innovators are exploring how Rubin CPX can accelerate their applications, ranging from large-scale software development to the analysis of dynamic visual content to better understand moving images.
Cursor, an AI-powered software company that offers an advanced code editor, sees the benefits of Rubin CPX to boost developer productivity with intelligent code generation and collaborative tools directly in the coding environment.
“With NVIDIA Rubin CPX, Cursor will be able to deliver lightning-fast code generation and developer insights, transforming software creation,” said Michael Truell, CEO of Cursor. “This will unlock new levels of productivity and empower users to ship ideas once out of reach.”
Runway, an American generative AI company, will use NVIDIA technologies to enable creators to produce cinematic content and sophisticated visual effects with unmatched scale and efficiency.
“Video generation is rapidly advancing toward longer context and more flexible, agent-driven creative workflows,” said Cristóbal Valenzuela, CEO of Runway. “We see Rubin CPX as a major leap in performance, supporting these demanding workloads to build more general, intelligent creative tools. This means creators — from independent artists to major studios — can gain unprecedented speed, realism and control in their work.”
Magic is an AI research and product company developing foundation models to power AI agents that can automate software engineering.
“With a 100-million-token context window, our models can see a codebase, years of interaction history, documentation and libraries in context without fine-tuning,” said Eric Steinberger, CEO of Magic. “This enables users to coach the agent at test time through conversation and access to their environments, bringing us closer to autonomous agentic experiences. Using a GPU like NVIDIA Rubin CPX greatly accelerates our compute workloads.”
Software Support
NVIDIA Rubin CPX will be supported by the complete NVIDIA AI stack — from accelerated infrastructure to enterprise‑ready software. The
NVIDIA Dynamo
platform efficiently scales AI inference, dramatically boosting throughput while cutting response times and model serving costs.
The processors will be able to run the latest in the NVIDIA Nemotron™ family of multimodal models that provide state-of-the-art reasoning for enterprise-ready AI agents. For production-grade AI, Nemotron models can be delivered with NVIDIA AI Enterprise, a software platform that includes NVIDIA NIM ™ microservices as well as AI frameworks, libraries and tools that enterprises can deploy on NVIDIA-accelerated clouds, data centers and workstations.
Built on decades of innovation, the Rubin platform extends NVIDIA’s developer ecosystem — with NVIDIA CUDA‑X ™ libraries, a community of over 6 million developers and nearly 6,000 CUDA applications.
Availability
NVIDIA Rubin CPX is expected to be available at the end of 2026.
Learn more by watching NVIDIA Vice President of Hyperscale and High-Performance Computing Ian Buck’s keynote at AI Infra Summit on Sept. 9 at 10am PT.
About NVIDIA
NVIDIA
(NASDAQ: NVDA) is the world leader in accelerated computing.
For further information, contact:
Kristin Uchiyama
NVIDIA Corporation
+1-408-313-0448
[email protected]
Certain statements in this press release including, but not limited to, statements as to: Vera Rubin systems continuing to deliver extraordinary performance and efficiency; with Rubin CPX, building a GPU uniquely suited for million-token context processing, cutting the cost of inference and unlocking advanced capabilities for developers and creators everywhere; the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein.
© 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo and all other NVIDIA trademarks mentioned herein are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/3266451c-18af-4394-8290-db8d9ae220b4