Key Points
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Nvidia reported a record revenue of $81.6 billion for the latest quarter, with Data Center revenue hitting $75.2 billion and a gross margin of 74.9%. The focus is now on the Groq 3 LPX, a decode rack requiring additional purchase decisions from customers using the Vera Rubin GPUs.
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DeepSeek launched its DSpark module on June 27, 2026, enhancing inference speed by 60% to 85% on its V4 models, reducing full decode passes, and requiring significantly less memory, which may diminish the need for Nvidia’s LPX.
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AWS and Cerebras announced a competing decode solution in March 2026, with a launch expected in the second half of 2026. The overall market sentiment is shifting towards software efficiencies that may impact the adoption rate of Nvidia’s LPX architecture.
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