Nvidia Corp CEO Jensen Huang (黃仁勳) unexpectedly unveiled the company’s next-generation graphics processing unit (GPU) architecture, codenamed Rubin, to be available in 2026, during a speech in Taipei on Sunday.
To go with the Rubin GPUs, Nvidia also plans to introduce a new-generation CPU called Vera in 2026, Huang said at the National Taiwan University Sports Center.
The company plans to launch an enhanced version of the upcoming Rubin GPUs, called Rubin Ultra, in 2027, he said.
Photo: Annabelle Chih, Bloomberg
The company’s Blackwell GPU architecture, announced in March to succeed the Hopper framework, are to hit the market this year followed by the Blackwell Ultra units next year, he said.
Rubin GPUs are likely to be built using Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) most advanced 3-nanometer process technology, an upgrade from the 4-nanometer process technology used to produce the Blackwell B100 accelerators, TF International Securities Group Co (天風國際證券) analyst Kuo Ming-chi (郭明錤) wrote on X.
Nvidia would likely also adopt TSMC’s chip-on-wafer-on-substrate advanced packaging technology for the new Rubin GPUs, as it would with the B100s, Kuo said.
The Rubin GPUs would likely enter mass production in the fourth quarter of next year, he said.
“Our company is in a one-year rhythm,” Huang said. “On a one-year rhythm and we push everything, the technology limits whatever TSMC process technology pushes it to the absolute limits. Whoever’s packing technology pushes it to absolute limits. Whatever memory technology pushes it to absolute limits.”
During his speech, Huang also talked about digital humans, artificial intelligence (AI) PCs, robotics and industrial automation, and expected a larger swath of companies and government agencies to embrace AI.
In the future, "almost every interaction you have with the Internet or with a computer will likely have a generative AI running in the cloud somewhere," he said.
But as the amount of data that needs to be processed grows exponentially in the AI era, traditional computing methods cannot keep up and it’s only through Nvidia’s style of accelerated computing that firms can cut back the costs, Huang said.
He therefore outlined how some top tech companies such as Taiwan's Foxconn Technology Group (富士康科技集團) — the world's largest contract electronics manufacturer — and German industrial giant Siemens AG are using Nvidia's platforms to develop AI-powered autonomous robots.
In addition, he announced that Asustek Computer Inc (華碩), Gigabyte Technology Co (技嘉), Ingrasys Inc (鴻佰), Inventec Corp (英業達), Wiwynn Corp (緯穎), Pegatron Corp (和碩), Cloud Technology Inc (雲達) and Super Micro Computer Inc would deliver cloud, on-site, embedded and edge AI systems using Nvidia GPUs and networking chips.
“Taiwan is the home of our [Nvidia’s] treasured partners. This is, in fact, where everything Nvidia does begins. Our partners and ourselves take it to the world. Taiwan and our partnership has created the world’s AI infrastructure,” Huang said.
Additional reporting by agencies
The US dollar was trading at NT$29.7 at 10am today on the Taipei Foreign Exchange, as the New Taiwan dollar gained NT$1.364 from the previous close last week. The NT dollar continued to rise today, after surging 3.07 percent on Friday. After opening at NT$30.91, the NT dollar gained more than NT$1 in just 15 minutes, briefly passing the NT$30 mark. Before the US Department of the Treasury's semi-annual currency report came out, expectations that the NT dollar would keep rising were already building. The NT dollar on Friday closed at NT$31.064, up by NT$0.953 — a 3.07 percent single-day gain. Today,
‘SHORT TERM’: The local currency would likely remain strong in the near term, driven by anticipated US trade pressure, capital inflows and expectations of a US Fed rate cut The US dollar is expected to fall below NT$30 in the near term, as traders anticipate increased pressure from Washington for Taiwan to allow the New Taiwan dollar to appreciate, Cathay United Bank (國泰世華銀行) chief economist Lin Chi-chao (林啟超) said. Following a sharp drop in the greenback against the NT dollar on Friday, Lin told the Central News Agency that the local currency is likely to remain strong in the short term, driven in part by market psychology surrounding anticipated US policy pressure. On Friday, the US dollar fell NT$0.953, or 3.07 percent, closing at NT$31.064 — its lowest level since Jan.
The New Taiwan dollar and Taiwanese stocks surged on signs that trade tensions between the world’s top two economies might start easing and as US tech earnings boosted the outlook of the nation’s semiconductor exports. The NT dollar strengthened as much as 3.8 percent versus the US dollar to 30.815, the biggest intraday gain since January 2011, closing at NT$31.064. The benchmark TAIEX jumped 2.73 percent to outperform the region’s equity gauges. Outlook for global trade improved after China said it is assessing possible trade talks with the US, providing a boost for the nation’s currency and shares. As the NT dollar
The Financial Supervisory Commission (FSC) yesterday met with some of the nation’s largest insurance companies as a skyrocketing New Taiwan dollar piles pressure on their hundreds of billions of dollars in US bond investments. The commission has asked some life insurance firms, among the biggest Asian holders of US debt, to discuss how the rapidly strengthening NT dollar has impacted their operations, people familiar with the matter said. The meeting took place as the NT dollar jumped as much as 5 percent yesterday, its biggest intraday gain in more than three decades. The local currency surged as exporters rushed to
RSS