Nvidia $NVDA says a Vera Rubin NVL72 rack paired with a Groq 3 LPX rack can deliver up to 35X higher token throughput per MW, creating up to a 10X revenue opportunity for AI factories versus Blackwell. Meanwhile, acquiring 1 TB of HBM through Blackwell GPUs costs more than 5X as much as adding 1 TB of DDR5. The I/O Fund’s latest two-part analysis breaks down why offload engines may become a key solution for scaling memory independently of GPUs. https://t.co/uPYR85mgXx
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