NVIDIA Groq 3 LPX Expected to Ship Ahead of Schedule in Q3 2026, Foxconn Exclusive Manufacturer
NVIDIA's Groq 3 LPX chip is expected to ship ahead of schedule in the third quarter of 2026. Initial industry estimates predicted limited shipments of Groq 3 LPX this year, but current supply chain reports indicate that LP30 and LP35 chips used within LPX racks will reach 1.5 million units this year, further increasing to 2.5 million units by 2027.
Reports show that Foxconn is the exclusive supplier of Groq 3 LPX computing trays and the primary supplier for LPX cabinet assembly. Benefiting from the dual demand of NVIDIA's Vera Rubin platform and Groq 3 LPX racks, Foxconn's market share is expected to increase from 55% to 60% in the second half of this year.
Initial estimates suggest Foxconn will deliver 6,000 Groq 3 LPX racks this year, and another 10,000 in 2027. This does not include the next-generation LPX racks based on the LP40 chip, which are planned to begin shipping next year.
The first NVL72 rack of the Vera Rubin platform is expected to ship 12,000 units in 2026, with core customers locked in as Google, Amazon AWS, and Microsoft. Mass production of the VR200 NVL72 server will begin at the end of the third quarter of 2026.
Facing massive order pressure, Foxconn is working to expand production capacity. Foxconn Chairman Liu Yangwei stated that the company can currently produce 1,000 cabinets per week, with a goal of increasing capacity to 2,000 cabinets per week by the end of 2026.
The Groq 3 LPX chip is a Language Processing Unit (LPU) aimed at increasing AI inference performance by up to 35 times. The Groq 3 LPX rack is equipped with a total of 256 chips, 128GB of SRAM, and 12TB of DDR5 memory, specifically designed for handling AI large models with trillions of parameters.