NVIDIA has confirmed that its upcoming Blackwell Ultra and Rubin AI architectures are on track, saying that the next "AI train" will be broader than ever.
NVIDIA's Next-Gen AI Product Lineups To Be Unveiled Alongside Each Other; Annual Product Cadence Seems Unaffected
Well, Team Green's next-gen AI lineups are said to be much more disruptive than existing ones, and it seems like NVIDIA isn't putting the pedal off the accelerator. In a statement to analysts, NVIDIA's CEO Jensen Huang confirmed that Blackwell Ultra and Vera Rubin AI lineups are on launch schedule and that the recent "GB200" yield rates issue won't affect Team Green's annual release cadence. Upon being asked about how NVIDIA will manage Blackwell Ultra and Vera Rubin at nearly similar periods by JPMorgan's Harlan Sur, here's what Jensen had to say (via earnings call):
Yes. Blackwell Ultra is second half. As you know, the first Blackwell was we had a hiccup that probably cost us a couple of months. We're fully recovered, of course.
The team did an amazing job recovering and all of our supply chain partners and just so many people helped us recover at the speed of light.And so, now we've successfully ramped up production of Blackwell. But that doesn't stop the next train. The next train is on an annual rhythm and Blackwell Ultra with new networking, new memories, and of course, new processors, and all of that is coming online.
- NVIDIA's CEO
For a quick rundown on the Blackwell Ultra "B300" series, it is rumored that NVIDIA is planning to go big on power figures this time, as the GB300 AI server is supposed to feature up to 1400W of TDP, which is a massive rise when compared against the Blackwell GB200, which stands at 1000W. With the architectural upgrades, we are looking at around 1.4 times higher FP4 performance when compared to the previous generation and higher memory capacity from 192 GB to 288 GB by effectively utilizing 12-Hi stacks of HBM3E technology.
Blackwell Ultra is said to act as a bridge between the original Blackwell series and the next-gen Vera Rubin, and Team Green's intention with this lineup is clear: maximize the options available to its mainstream clients. With the ongoing Blackwell yield rate issues, it is supposed that B300 will act as a "hard reset" for NVIDIA, allowing them to show the true power of their lineup. Following Blackwell Ultra will indeed be with Vera Rubin, which will be revolutionary for the AI market.
And the click after that is called Vera Rubin and all of our partners are getting up to speed on the transition of that and so preparing for that transition. And again, we're going to provide a big, huge step-up.
- NVIDIA's CEO
While we won't go much into the details of Rubin architecture, the one big thing with it is the use of HBM4, which is said to play a pivotal role in how computing markets will move in the future. The interesting part is that both Blackwell Ultra and Rubin are expected to be unveiled in March at GTC 2025, with availability being pretty close as well, given that the industry has already transitioned into developing the essentials needed for the respective AI lineups.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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