Nvidia jumps ahead of itself and reveals next-gen “Rubin” AI chips in keynote tease

Enlarge / Nvidia’s CEO Jensen Huang delivers his keystone speech ahead of Computex 2024 in Taipei on June 2, 2024. (credit: SAM YEH/AFP via Getty Images)

On Sunday, Nvidia CEO Jensen Huang reached beyond Blackwell and revealed the company’s next-generation AI-accelerating GPU platform during his keynote at Computex 2024 in Taiwan. Huang also detailed plans for an annual tick-tock-style upgrade cycle of its AI acceleration platforms, mentioning an upcoming Blackwell Ultra chip slated for 2025 and a subsequent platform called “Rubin” set for 2026.

Nvidia’s data center GPUs currently power a large majority of cloud-based AI models, such as ChatGPT, in both development (training) and deployment (inference) phases, and investors are keeping a close watch on the company, with expectations to keep that run going.

During the keynote, Huang seemed somewhat hesitant to make the Rubin announcement, perhaps wary of invoking the so-called Osborne effect, whereby a company’s premature announcement of the next iteration of a tech product eats into the current iteration’s sales. “This is the very first time that this next click as been made,” Huang said, holding up his presentation remote just before the Rubin announcement. “And I’m not sure yet whether I’m going to regret this or not.”