# What is true on Gpu?

> Markdown twin of https://web-production-180a9.up.railway.app/topics/gpu · https://web-production-180a9.up.railway.app/topics/gpu.md

## On this layer

- org — [NVIDIA](https://web-production-180a9.up.railway.app/companies/nvidia) (12)
- org — [Figure](https://web-production-180a9.up.railway.app/companies/figure) (4)
- org — Nscale (4)
- org — Samsung (3)
- org — OpenAI (2)
- org — agilityrobotics (1)
- org — Auras (1)
- org — AWS (1)
- org — AXIS ROBOTICS (1)
- plant — barstow,-texas (1)
- org — CXMT (1)
- org — Figure_robot (1)
- org — Goldman Sachs (1)
- org — LimX Dynamics (1)
- org — maximum number of times a user can complete the same task. (1)
- org — [Meta](https://web-production-180a9.up.railway.app/companies/meta) (1)
- org — Micron (1)
- org — NEURARobotics (1)
- org — performance metrics. (1)
- org — SK Hynix (1)
- org — total memory SAM per unit (1)
- org — TRON 2 (1)
- org — Waymo (1)
- org — ZiNovaLabs (1)

## Who captures

- NVIDIA (6)
- Figure (4)
- OpenAI (2)
- Auras (1)
- @smsehy (1)
- @MelvinInvests (1)
- Waymo (1)
- ZiNovaLabs (1)
- Goldman Sachs (1)
- @frontrunvc (1)
- AXIS ROBOTICS (1)

## Sourced numbers

- **TRON 2:** 1 units
  - _"TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces."_
  - Source: [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
- **total memory SAM per unit:** $250
  - _"we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit."_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648)
- **performance metrics.:** 0 units
  - _"Tokens Per Megawatt"_
  - Source: [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094198478331416747)
- **maximum number of times a user can complete the same task.:** 5 units
  - _"Up to 5 times."_
  - Source: [FAQ | AXIS ROBOTICS](https://x.com/axisrobotics/status/2090351676880486648)

## Pulse

- [@stretchcloud on X](https://x.com/stretchcloud/status/2095734852259881296)
  What NVIDIA shipped at IFA yesterday quietly changes local inference infrastructure. PAIR (Personal AI Router) is a free, open-source tool that auto-discovers compatible GPUs on your local network and…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2095717545231995355)
  Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and …
- [@smsehy on X](https://x.com/smsehy/status/2095711446143586539)
  Securing massive GPU clusters proves that physical AI is adopting frontier model training economics. The ultimate pacing item remains converting those model outputs into deterministic, safety-certifie…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095693418869481622)
  An AI agent broke out of its sandboxes. The vulnerabilities it used were already public. "Our recommendation to providers in the ClusterMAX rankings is literally just keep your stuff up to date. If th…
- [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095565807648436417)
  $SPCX at $110 was such a good buy looking back. The reason was literally one sentence from the earnings call. Musk said they'd end 2026 with over 2 gigawatts of compute and reach 10 gigawatts by the e…
- [@tchsignal on X](https://x.com/tchsignal/status/2095561122074198141)
  Nvidia RTX Spark N1X Brings Up to 128GB of Unified Memory to Windows PCs Nvidia's RTX Spark N1X is more than another increase in CPU and GPU core counts. The new platform combines a Grace CPU, Blackwe…
- [@tchsignal on X](https://x.com/tchsignal/status/2095558659279605842)
  Nvidia PAIR Turns Multiple Computers Into a Local AI Compute Pool Nvidia has launched the beta of Personal AI Router, or PAIR, a free software tool designed to make multiple compatible computers on th…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2095554390933549068)
  Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It'…
- [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095548651619877295)
  AI’s biggest bottleneck is moving data and that could still create huge opportunities for optical networking companies (Save this) The chart shows a 1.6T optical transceiver, a device that transfers d…
- [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2095535083763453957)
  Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting wit…
- [@HumanoidInvest on X](https://x.com/HumanoidInvest/status/2095499998796349509)
  Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb
- [@adcock_brett on X](https://x.com/adcock_brett/status/2095499534940185022)
  Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot in…
- [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095480698362618297)
  It’s also important to note that Nvidia has invested in several other humanoid companies such as @Figure_robot and @NEURARobotics. They’ve invested more money and in more series into Figure. If Figure…
- [@smsehy on X](https://x.com/smsehy/status/2095293945534091544)
  Waymo designed its own inference ASIC rather than using off-the-shelf GPUs. The thermal envelope inside a vehicle roof module does not allow a 300W GPU. Automotive compute is a packaging and thermal p…
- [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
  Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovati…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648)
  Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an …
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094198478331416747)
  Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, archi…
- [Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) - YouTube](https://x.com/SemiAnalysis_/status/2093715936406610233)
  Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo…
- [@frontrunvc on X](https://x.com/frontrunvc/status/2093420293188391334)
  plugged the Machine Age memo into claude + the @frontrunvc mcp. companies flagged in the last 30 days that fit the thesis: 👇 chips + compute: @stanmachines AI that designs chips, YC S26 @neurophos a …
- [FAQ | AXIS ROBOTICS](https://x.com/axisrobotics/status/2090351676880486648)
  01Getting Started16 What do I need to use Axis Hub? A modern browser (Chrome, Firefox, Safari, or Edge) on a desktop or laptop. No GPU, no downloads, no special hardware. The physics engine — MuJoCo, …

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Source: Robotics insights · https://web-production-180a9.up.railway.app/topics/gpu.md