NVIDIA's Jensen Huang has confirmed that his firm is now working on the next-gen Rubin AI architecture, which is deemed a 'revolution' for the compute markets.
NVIDIA Has Taped-Out Six Different Rubin Chips For TSMC, Suggesting a Revamp of the Whole Tech Stack
Team Green is currently operating at a vicious product cycle, given that the firm just a few months ago introduced 'Blackwell Ultra' GB300 AI servers, and now, the firm is looking at the next generation. For those unaware, NVIDIA's CEO Jensen Huang is currently on a visit to Taiwan, where his focus will be specifically on Rubin's progress at TSMC. Speaking with the local media, Jensen revealed that NVIDIA has already taped out six different Rubin chips, including new CPUs and GPUs, and they are now under TSMC and being prepped for trial production.
My main purpose is to visit TSMC as you know we have a next generation architecture called Rubin, and Rubin is very advanced and we have now taped out six brand new chips to TSMC, so all of these chips are now in TSMC’s fabs.
Jensen mentions that new chips include a dedicated CPU, GPU, scale-up NVLink Switch, and a new silicon photonics processor, which means that the whole tech stack will undergo a massive upgrade. NVIDIA's Rubin architecture is seen as the next leap in computing capabilities since Team Green is expected to make changes from the ground up, starting with HBM, process node, design, and much more. The Rubin architecture is expected to witness fundamental changes, which we'll discuss ahead.
The firm will utilize the next-generation HBM4 chips to power its R100 GPUs, which are said to be a significant upgrade from the modern-day HBM3E standard. Team Green will also adopt TSMC's 3nm (N3P) process and CoWoS-L packaging. More importantly, Rubin will adopt a chiplet design, a first-of-a-kind NVIDIA implementation, and a 4x reticle design (versus 3.3x of Blackwell). So when you look at it, Rubin will make an impact similar to what Hopper did, in terms of generational leap.
In terms of when Rubin will debut in the market, we are expecting a 2026-2027 timeline, depending upon when the company completes trial production. But the anticipation around NVIDIA's Rubin makes it clear that the architecture will be a massive launch by Team Green.
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