Lates News

Analyst Guo Minghao's latest supply chain survey shows that the shipment forecast for LPU has been significantly increased after NVIDIA's investment in Groq. It is expected that the total shipment volume from 2026 to 2027 will reach 4 to 5 million units. In order to maintain the super low latency advantage in the inference decoding stage, NVIDIA is expected to increase the number of LPUs per cabinet from the current 64 units to 256 units. The new architecture cabinets are expected to start mass production in the fourth quarter of this year, with estimated cabinet shipments in 2026 and 2027 of approximately 300 to 500 and 15,000 to 20,000, respectively.