NVDA directional thesis
Every chip company wants a piece of the emerging space compute category, and NVIDIA already has a radiation-tolerant Space Rubin chip and the first H100 running in orbit.
“So working with NVIDIA on, we just announced at GTC, Jensen announced it, this Space Rubin chip. So it's like a slightly mass-optimized, slightly radiation-tolerant, and then slightly thermally optimized chip which can be used for space infrared.”176:22claim_id
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