Nvidia's GPU roadmap after Blackwell — Vera Rubin (HBM4, Rubin CPX, the Groq 3 LPX pairing), Feynman — and the viral X napkin for a 'Big Boss' architecture: LPDDR6, no HBM, no CoWoS, cheaper tokens. The read-through for $NVDA, $MU, $ALAB, $AVGO, $QCOM.
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