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NVIDIA: Blackwell Ultra & Rubin Coming Soon – AI Reinvents Itself
NVIDIA’s New AI Architectures, Blackwell Ultra and Rubin, Are Coming to Revolutionize the Future of the Industry
Editorial Team28 February 2025

 


Nvidia is preparing to unveil its upcoming AI architectures, Blackwell Ultra and Vera Rubin, during GTC 2025. These new chips, featuring advancements in networking, memory and computing power, mark a continuity in annual innovation by overcoming manufacturing hurdles.

Key points:

  •  Blackwell Ultra, planned for the second half of 2025, integrates new networking, memory and processors, with memory capacities of up to 288 GB thanks to 12-tier stacks.
  •  FP4 performance improved by 40 percent over the previous generation and TDP up to 1400 W, reflecting rapid recovery from previous manufacturing hiccups.
  •  Vera Rubin, targeted for 2026, will use advanced HBM4 memory and next-generation NVLink interconnects, setting the stage for future post-Rubin developments.
  •  The annual release strategy and close collaboration with supply chain partners ensure a smooth transition between different generations of AI chips.

As demand for advanced AI solutions continues to grow, CEO Jensen Huang confirmed during the conference call that recovery from the critical phase of the first Blackwells has been rapid thanks to effective coordination with manufacturing partners, enabling increased production and the introduction of key architectural upgrades; Blackwell Ultra, based on the same system structure but enhanced with new networks and HBM3E memories, offers significantly higher performance and is the bridge to the Vera Rubin platform, which, through the use of HBM4 memories and the integration of specific CPU components, promises further improvements for data centers and complex AI applications; further details, confirmed by sources such as TechRadar, Tom’s Hardware and TweakTown, indicate that the annual product transition reinforces Nvidia’s positioning in a constantly evolving market, with prospects for further post-Rubin innovations already on the horizon.

The annual approach to product launches, coupled with homogeneous system management, enables a smoother transition than in previous generations, in a market where the increasing complexity of inference, pre-training and post-training drives global customers-including Microsoft, Meta, OpenAI, Amazon and Google-to design clusters containing hundreds of thousands of GPUs, supported by integrated systems such as NV72 racks and Grace Blackwell solutions, capable of high operational efficiency; Corollary: Meticulous attention to engineering and architectural consistency defines NVIDIA’s path in a continuously developing industry.

Nvidia’s continuous technological evolution confirms a steady path in expanding AI capabilities.