Shanghai Securities News China Securities Network (Reporter Luo Maolin) Recently, Huang Renxun, founder and CEO of NVIDIA, announced that NVIDIA Blackwell chips have started production. It is reported that Nvidia's first Blackwell chip, named GB200, claims to be the "most powerful chip in the world" at present. At present, the supply chain has high expectations for GB200, and it is estimated that the shipment volume will have the opportunity to exceed one million units in 2025, accounting for nearly 40% to 50% of Nvidia's high-end GPU shipments.
Meanwhile, Huang Renxun announced that the next generation AI chip architecture platform will be named Rubin. The Rubin chip platform will be equipped with a brand new GPU, which is a key graphics processing technology to help train and start AI systems. In addition, it will also be equipped with other new features, such as a central processing unit called "Vera". Nvidia will launch the Rubin Ultra in 2027, with an annual update rhythm that breaks Moore's Law.
"Today, we are at a critical point of significant transformation in the field of computing," Huang Renxun said on June 2nd. "With our innovation in AI and accelerated computing, we are breaking through potential boundaries and driving the next wave of technological progress."