During its latest FY2024 earnings call, NVIDIA's CEO Jensen Huang gave a few predictions about future products. The upcoming Blackwell B300 series, codenamed "Blackwell Ultra," is scheduled for release in the second half of 2025. It will feature significant performance enhancements over the B200 series. These GPUs will incorporate eight stacks of 12-Hi HBM3E memory, providing up to 288 GB of onboard memory, paired with the Mellanox Spectrum Ultra X800 Ethernet switch, which offers 512 ports. Earlier rumors suggested that this is a 1,400 W TBP chip, meaing that NVIDIA is packing a lot of compute in there. There is a potential 50% performance increase compared to current-generation products. However, NVIDIA has not officially confirmed these figures, but rough estimates of core count and memory bandwidth increase can make it happen.

Looking beyond Blackwell, NVIDIA is preparing to unveil its next-generation "Rubin" architecture, which promises to deliver what Huang described as a "big, big, huge step up" in AI compute capabilities. The Rubin platform, targeted for 2026, will integrate eight stacks of HBM4(E) memory, "Vera" CPUs, NVLink 6 switches delivering 3600 GB/s bandwidth, CX9 network cards supporting 1600 Gb/s, and X1600 switches—creating a comprehensive ecosystem for advanced AI workloads. More surprisingly, Huang indicated that NVIDIA will discuss post-Rubin developments at the upcoming GPU Technology Conference in March. This could include details on Rubin Ultra, projected for 2027, which may incorporate 12 stacks of HBM4E using 5.5-reticle-size CoWoS interposers and 100 mm × 100 mm TSMC substrates, representing another significant architectural leap forward in the company's accelerating AI infrastructure roadmap. While these may seem distant, NVIDIA is battling supply chain constraints to deliver these GPUs to its customers due to the massive demand for its solutions.