Nvidia CEO Jensen Huang has teased the upcoming reveal of the company’s flagship chip, Blackwell Ultra, slated for presentation at the Nvidia GTC 2025 event in March 2025. Huang confirmed its name during the fiscal Q4 2025 earnings call.
Nvidia’s Jensen Huang teases Blackwell Ultra reveal for 2025
Huang stated that Blackwell Ultra will officially launch in the second half of 2025 and will include enhancements in processors, networking, and memory, while maintaining the same system architecture as the previous Blackwell series. Both Blackwell Ultra and another product, Vera Rubin, were introduced in a company roadmap at Computex 2024, with Huang verifying their names.
Nvidia initially unveiled the Blackwell series at GTC 2024, highlighting significant advancements in AI power and efficiency. The first Blackwell “superchip,” the GB200, can scale from a single rack to a full data center, helping Nvidia to solidify its position in the AI competitive landscape.
The Blackwell architecture features 208 billion transistors across two GPU dies, linked by a 10 TB/second chip-to-chip connection, yielding performance improvements of up to 30 times over the previous Hopper series for AI inference tasks. It is capable of delivering up to 20 petaflops of FP4 power, significantly outperforming other solutions currently available on the market.
Moreover, Nvidia claims that Blackwell can reduce costs and energy consumption by up to 25 times. For instance, training a 1.8 trillion parameter model, which needed approximately 8,000 Hopper GPUs and 15 megawatts of power, can now be accomplished with only 2,000 Blackwell GPUs and just four megawatts of power.
The next generation following Blackwell Ultra will be Vera Rubin, with expected releases in 2026. This will feature both CPU and GPU products, including a Vera Rubin board that integrates the GPU and CPU into a “superchip.”
During the earnings call, Huang reiterated, “Blackwell Ultra is [due in the] second half” of 2025, emphasizing the advancements in networking and memory with the introduction of new 12-Hi HBM3E memory and processors. The company is also preparing its partners for the transitions to Vera Rubin, stating, “With Rubin GPUs, we are going to provide a big, big, huge step up.”
Nvidia intends to launch the Blackwell B300-series solutions, with heightened compute performance, later this year. These will provide enhanced capabilities, featuring eight stacks of 12-Hi HBM4E memory, yielding up to 288GB of onboard memory. Although informal reports suggest a performance increase of around 50% compared to the earlier B200-series products, Nvidia has not yet officially confirmed this information.
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To further enrich performance, the B300 series will incorporate Nvidia’s Mellanox Spectrum Ultra X800 Ethernet switch, supporting up to 512 ports. Nvidia plans to offer additional system design flexibility with its B300-series data center GPUs.
Looking further ahead, Nvidia’s roadmap extends to 2027, when the next GPU series, based on the new Rubin architecture, is expected. The first Rubin GPUs for data centers are anticipated in 2026, equipped with eight stacks of HBM4E memory. This RF platform will include a Vera CPU, NVLink 6 switches at 3600 GB/s, CX9 network cards supporting 1,600 Gb/s, and X1600 switches.
Huang plans to discuss Rubin at the forthcoming GTC in March, while also addressing post-Rubin products. Uncertainty remains regarding whether Nvidia will unveil details about Rubin Ultra GPUs or its architecture that will follow the Rubin family.
Projected advancements for Rubin Ultra include up to 12 stacks of HBM4E memory by 2027, contingent on Nvidia’s ability to effectively utilize advanced substrate and interposer technology developed with TSMC.
Nvidia reported total revenues for the financial year exceeded $130.5 billion, reflecting a 114% year-over-year increase, greatly attributed to record data center revenues of $35.6 billion, an increase of 16% from the previous quarter and 93% from the same period last year.
Huang noted the incredible demand for Blackwell, stating, “Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter.”
In concluding remarks, Huang enthused, “Come to GTC and I will [tell you about] Blackwell Ultra. There are Rubin, and then [we will] show you what is one click after that. Really, really exciting new product.”
Nvidia successfully ramped up production of Blackwell AI supercomputers, generating billions in sales within the first quarter. Huang emphasized the rapid advancement of AI, stating, “AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries.”
Featured image credit: Nvidia
