Nvidia (NVDA) offered the latest view of what’s to come for the chipmaking giant today, with CEO Jensen Huang showcasing Blackwell Ultra and subsequent generations of AI chips at a company conference.
Nvidia’s Blackwell Ultra GB300 family of semiconductors will have one-and-a-half times the memory and deliver significantly higher performance than the current Blackwell line, Huang said at the company’s GPU Technology Conference. Nvidia expects Blackwell Ultra to launch in the second half of 2025.
Today’s news sets the stage for Nvidia’s next-generation CPU–GPU platform, known as Vera Rubin, scheduled for the second half of 2026, and Rubin Ultra GPUs a year later, Huang said. Blackwell has 68 times the computing power of its Hopper line, he said, while Rubin represents a 900-fold increase. (Vera Rubin is the astronomer who discovered dark matter; a later line, Huang said, will be named for physicist Richard Feynman.)
The weeklong GPU Technology Conference represents “the Super Bowl of AI,” Huang told the crowd, which Nvidia expected to total 25,000, at San Jose’s McEnery Convention Center. The Nvidia CEO came onstage for his keynote address sporting a black leather jacket, a wardrobe twist that has become a kind of personal trademark.
Huang on Tuesday pointed to surging demand for Nvidia GPUs. The company shipped 3.6 million Blackwell GPUs to America’s four largest cloud service providers—Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), and Meta (META)—in its 2025 fiscal year, which ended in late January. That’s up from 1.3 million Hopper GPUs the year before.
Nvidia also revealed a partnership with General Motors (GM) to train AI manufacturing models. The goal is to build the automaker’s “future self-driving car fleet,” Huang said. “The time for autonomous vehicles has arrived.”
Nvidia shares were more than 2% lower in recent trading Tuesday, leaving the stock down some 13% this year. Ahead of the conference, Bank of America analysts suggested its recent decline could offer investors an opportunity to buy the dip, reiterating a $200 price target that’s above the $177 consensus of analysts tracked by Visible Alpha.
Follow Investopedia’s live coverage of the GTC event here. You can watch Huang’s keynote here.
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