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
Merida Industry Co (美利達) has seen signs of recovery in the US and European markets this year, as customers are gradually depleting their inventories, the bicycle maker told shareholders yesterday. Given robust growth in new orders at its Taiwanese factory, coupled with its subsidiaries’ improving performance, Merida said it remains confident about the bicycle market’s prospects and expects steady growth in its core business this year. CAUTION ON CHINA However, the company must handle the Chinese market with great caution, as sales of road bikes there have declined significantly, affecting its revenue and profitability, Merida said in a statement, adding that it would
RISING: Strong exports, and life insurance companies’ efforts to manage currency risks indicates the NT dollar would eventually pass the 29 level, an expert said The New Taiwan dollar yesterday rallied to its strongest in three years amid inflows to the nation’s stock market and broad-based weakness in the US dollar. Exporter sales of the US currency and a repatriation of funds from local asset managers also played a role, said two traders, who asked not to be identified as they were not authorized to speak publicly. State-owned banks were seen buying the greenback yesterday, but only at a moderate scale, the traders said. The local currency gained 0.77 percent, outperforming almost all of its Asian peers, to close at NT$29.165 per US dollar in Taipei trading yesterday. The
RECORD LOW: Global firms’ increased inventories, tariff disputes not yet impacting Taiwan and new graduates not yet entering the market contributed to the decrease Taiwan’s unemployment rate last month dropped to 3.3 percent, the lowest for the month in 25 years, as strong exports and resilient domestic demand boosted hiring across various sectors, the Directorate-General of Budget, Accounting and Statistics (DGBAS) said yesterday. After seasonal adjustments, the jobless rate eased to 3.34 percent, the best performance in 24 years, suggesting a stable labor market, although a mild increase is expected with the graduation season from this month through August, the statistics agency said. “Potential shocks from tariff disputes between the US and China have yet to affect Taiwan’s job market,” Census Department Deputy Director Tan Wen-ling
UNCERTAINTIES: The world’s biggest chip packager and tester is closely monitoring the US’ tariff policy before making any capacity adjustments, a company official said ASE Technology Holding Inc (日月光投控), the world’s biggest chip packager and tester, yesterday said it is cautiously evaluating new advanced packaging capacity expansion in the US in response to customers’ requests amid uncertainties about the US’ tariff policy. Compared with its semiconductor peers, ASE has been relatively prudent about building new capacity in the US. However, the company is adjusting its global manufacturing footprint expansion after US President Donald Trump announced “reciprocal” tariffs in April, and new import duties targeting semiconductors and other items that are vital to national security. ASE subsidiary Siliconware Precision Industries Co (SPIL, 矽品精密) is participating in Nvidia
RSS