Nvidia Rubin & compute challengers scale

Nvidia Rubin 10x inference; Nscale $2B at $14.6B; Cerebras IPO/OpenAI ties; Together GPU expansion. New: Baseten $1B at $11B (inference, $600M ARR, 20x YoY); ClickHouse $250M revenue, $15B val, IPO sights; inference infrastructure is the new GPU gold rush.