NVIDIA Announces Next-Generation Superchip Vera Rubin
On March 19, NVIDIA (NVDA. O) CEO Huang Renxun showed the world its next-generation Vera Rubin AI superchip and Blackwell Ultra at the GTC conference. He said that the transition to Blackwell Ultra chips will be made in the second half of this year, and Vera Rubin will succeed Blackwell Ultra chips when shipments begin in the second half of 2026. Vera Rubin is similar to Grace Blackwell, integrating CPUs and GPUs. In Grace Blackwell, Grace is the CPU and Blackwell is the GPU; while in Vera Rubin, Vera is the CPU and Rubin is the GPU. NVIDIA said that Vera CPUs have 4.2 times the memory of Grace and 2.4 times the memory bandwidth of Grace. Combined with Vera's 88 CPU cores, Nvidia says the overall performance of the chip will be twice that of the previous generation. Rubin GPUs will come with 288GB of HBM4. In addition to that, Nvidia also announced a generation of chips after Vera Rubin, called the Vera Rubin Ultra. The Vera Rubin Ultra, which will be available in the second half of 2027, will combine the Vera CPU and Rubin Ultra chips. Each Rubin processor consists of two GPUs making up a single chip, while the Rubin Ultra consists of four GPUs.