Nvidia presented the long-awaited version artificial intelligence chip platform, Blackwellin March and already has his successors in line.
CEO Jensen Huang announced the Blackwell Ultra chip in 2025 and a next-generation AI chip platform called Rubin coming in 2026. The Rubin platform will include novel graphics processing units, or GPUs, a novel central processing unit (CPU) called Vera , and advanced networking chips, Huang said on Sunday.
“Today we are on the cusp of a major change in computing,” Huang said ahead of COMPUTEX, an annual technology trade show in Taiwan. “The combination of artificial intelligence and accelerated data processing will redefine the future.”
Huang added that Nvidia plans to announce novel chips on an “annual cadence,” something he also said during company’s results for the first quarter call in May.
Meanwhile, Advanced Micro Devices CEO Lisa Su announced the next-generation MI325X AI accelerator, which will be available in the fourth quarter. Su also unveiled the AMD Ryzen AI 300 series, which will be used in AI laptops. Like Nvidia, Su said AMD has “now expanded our roadmap so that it is on an annual cycle, which means a novel product family every year.” AMD plans to unveil the next-generation MI350 platform in 2025 and MI400 the following year.
“Artificial intelligence is our number one priority and we are at the beginning of an incredibly exhilarating time for the industry as artificial intelligence transforms virtually every business, improves our quality of life and reshapes every part of the computing market,” Su told COMPUTEX.
On Monday morning, Nvidia’s stock was up about 3.1%, while AMD’s share price was down about 0.6%.
