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- The AI Chip War Escalates as Nvidia’s Rubin CPX Targets Video + Code
The AI Chip War Escalates as Nvidia’s Rubin CPX Targets Video + Code
Will this reshape the entire AI industry?
Midas AI
September 10, 2025
Good morning from The Midas Report.
We track the power plays and breakthroughs shaping the AI era and deliver them fresh to you.
When it comes to AI, there’s few bigger power plays than those that NVIDIA regularly make, and today is no exception.
Nvidia just unveiled their next gen AI chips for both video and software creation
They gave a glimpse of what the next generation of AI native applications will run on and it’s not just more GPUs.
Now, meet Rubin CPX.
This is a new chip architecture purpose built for the messy, high bandwidth demands of video generation and AI assisted code creation.
So why does this matter?
Well, it’s due to ship next year, but the message is already clear, Nvidia isn’t just chasing performance. It’s laying down the infrastructure for the convergence of creative and functional AI agents.
We’re talking about a chip that can handle everything from encoding and decoding HD video to running large language models, all in one place.
That’s a major shift. Instead of bouncing heavy workloads between different hardware, creators and platforms can start building with unified systems tuned for both sides of the AI coin, thinking (text and code) and seeing (video and visuals).
Why now though?
AI workloads aren’t just getting bigger, they’re multiplying across domains.
Generating one hour of video can mean chewing through a million tokens. And that’s before you consider agents that write code to automate the post processing.
Nvidia’s bet is that by fusing these capabilities into a single chip stack, it positions itself as the beating heart of next gen AI tools, from agents that edit video hands free to copilots that code while animating visuals.
There’s also a financial incentive that’s hard to ignore. Nvidia floated a vision where $100 million invested in Rubin powered systems could yield $5 billion in token revenue. That’s not a technical spec, it’s a business case.
If you’re building LLM+video hybrid products, editors, agents, avatars, it’s worth getting ahead of this hardware wave.
Rubin is a signal, tomorrow’s killer AI apps will likely be built around chips like this. Timing your architecture to match the rise of integrated compute could mean a real advantage in performance and cost.
And if you’re a VC watching for second order effects?
Keep an eye out for toolmakers building orchestration layers, especially for developers managing fleets of creative + functional agents across the same stack.
Rubin could just be the combinatorial unlock they’ve been waiting for.
🧠 The Download
Anthropic pays $1.5B to settle landmark AI copyright lawsuit, potentially a precedent that could reprice the entire AI training stack, especially for startups betting on public internet data and fair use arguments.
OpenAI drops its enterprise AI strategy guide, the guide shifts the conversation from “play with GPT” to “treat LLMs like infrastructure”, which means your AI roadmap needs engineers, not just prompts.
Florida researchers unveil photonic AI chip 100x more efficient than current hardware and this is more than a science fair win. By routing convolution operations through light instead of electricity, it hints at a radically cheaper, cooler (literally) future for training and inference at scale.
SoundHound AI is defying the AI sector cooldown, jumping another 12% today after a 26% surge last month, driven by rising bets on its voice first platform as others stumble.
French LLM upstart Mistral just pulled a shock $1.5B raise at a $6B post money valuation, vaulting itself into elite model builder territory. Backed by heavyweights like ASML and STMicro, Mistral isn’t just a startup, it’s shaping into Europe’s flagship AI sovereign asset.
Sleepless AI’s token $AI skyrocketed 42% this week, fueled by FOMO, not fundamentals, prompting California regulators to warn against deepfake powered scams like LightChain AI.
That’s your daily AI edge for September 10th 2025.
See you tomorrow!
Midas AI