Nvidia is preparing a potential shake-up in the AI semiconductor memory market with the introduction of its next-generation AI processor, Rubin CPX, which is designed for large-context processing workloads and expected to debut in late 2026. Unlike its flagship AI accelerators that rely on HBM, Rubin CPX will feature 128GB of GDDR7, a move that industry observers say could rebalance demand between the two leading memory types, according to SemiAnalysis, Wide Daily, and ET News.