Nvidia preps new chips: Blackwell Ultra, Vera, Rubin

Following the setback in the production of the latest Blackwell chip, Nvidia's chief executive remains optimistic about the company's future plans. He announced that Nvidia is still on track to ship the Blackwell Ultra chip later this year, followed by the next-generation processor and GPU, codenamed Vera and Rubin. Despite the production delay, the company's financial results were not impacted, with a record $130 billion in revenue reported in 2024.

Nvidia's success in the AI sector has been evident, with the company doubling its business in the AI boom. Referred to as "selling shovels in the AI gold rush," Nvidia has been at the forefront of providing essential technology for the rapidly growing artificial intelligence industry. The demand for Nvidia's products remains high, with customers eagerly awaiting the release of the Blackwell systems.

Jensen Huang, the CEO of Nvidia, highlighted the significant progress made in ramping up the production of Grace Blackwell, which generated $11 billion in revenues in the last quarter. He emphasized the need to scale up operations to meet the growing demand for Blackwell systems. The installation of Grace Blackwell within Nvidia's own engineering and design teams has been a crucial step in ensuring the success of the product.

The upcoming release of the Blackwell Ultra chip is highly anticipated, with new networking, memories, and processors expected to enhance performance. Scheduled for the second half of 2025, the Blackwell Ultra chip will feature 288Gbytes of HBM3e high-speed memory. Nvidia is also preparing to unveil details about Vera, Rubin, and the latest Drive Thor chips in the coming months.

As Nvidia continues to collaborate with partners and customers, the transition from Blackwell to Blackwell Ultra is expected to be seamless. The system architecture remains consistent between the two models, simplifying the upgrade process for users. With a focus on innovation and performance, Nvidia is poised to deliver a significant advancement in AI capabilities with the launch of Blackwell Ultra and subsequent models.