Nvidia chief executive officer Jensen Huang said the company plans to upgrade its AI accelerators every year, announcing a Blackwell Ultra chip for 2025 and a next-generation platform in development called Rubin for 2026.
As part of the expansion, Huang expects a larger swath of companies and government agencies to embrace AI — everyone from shipbuilders to drug developers. Huang said the upcoming Rubin AI platform will use HBM4, the next iteration of the essential high-bandwidth memory that’s grown into a bottleneck for AI accelerator production, with leader SK Hynix largely sold out through 2025.
Nvidia got its start selling gaming cards for desktop PCs, and that background is coming into play as computer makers push to add more AI functions to their machines. They will handle complex tasks, such as deciding whether to crunch data on the machine itself or send it out to a data center over the internet.The MGX program is used by companies such as Hewlett Packard Enterprise Co. and Dell Technologies to allow them to get to market faster with products that are used by corporations and government agencies.