Nvidia Corp. Chief Executive Officer Jensen Huang said the company plans to upgrade its AI accelerators every year, announcing a Blackwell Ultra chip for 2025 and a next-generation platform in development called Rubin for 2026.
The company — now best known for its artificial intelligence data center systems — also introduced new tools and software models on the eve of the Computex trade show in Taiwan. Nvidia sees the rise of generative AI as a new industrial revolution and expects to play a major role as the technology shifts to personal computers, the CEO said in a keynote address at National Taiwan University.
Nvidia has been the main beneficiary of a massive flood of AI spending, helping turn the company into the world’s most valuable chipmaker. But it now looks to broaden its customer base beyond the handful of cloud-computing giants that generate much of its sales. As part of the expansion, Huang expects a larger swath of companies and government agencies to embrace AI — everyone from shipbuilders to drug developers. He returned to themes he set out a year ago at the same venue, including the idea that those without AI capabilities will be left behind.
“We are seeing computation inflation,” Huang said on Sunday. As the amount of data that needs to be processed grows exponentially, traditional computing methods cannot keep up and it’s only through Nvidia’s style of accelerated computing that we can cut back the costs, Huang said. He touted 98% cost savings and 97% less energy required with Nvidia’s technology, saying that constituted “CEO math, which is not accurate, but it is correct.”
Huang said the upcoming Rubin AI platform will use HBM4, the next iteration of the essential high-bandwidth memory that’s grown into a bottleneck for AI accelerator production, with leader SK Hynix Inc. largely sold out through 2025. He otherwise did not offer detailed specifications for the upcoming products, which will follow Blackwell.
Nvidia got its start selling gaming cards for desktop PCs, and that background is coming into play as computer makers push to add more AI functions to their machines.
Microsoft Corp. and its hardware partners are using Computex to show off new laptops with AI enhancements under the branding of Copilot+. The majority of those devices coming to market are based on a new type of processor that will enable them to go longer on one battery charge, provided by Nvidia rival Qualcomm Inc.
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