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NVIDIA's Next-Gen "Rubin" AI GPU Development 6 Months Ahead of Schedule: Report

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The "Rubin" architecture succeeds NVIDIA's current "Blackwell," which powers the company's AI GPUs, as well as the upcoming GeForce RTX 50-series gaming GPUs. NVIDIA will likely not build gaming GPUs with "Rubin," just like it didn't with "Hopper," and for the most part, "Volta." NVIDIA's AI GPU product roadmap put out at SC'24 puts "Blackwell" firmly in charge of the company's AI GPU product stack throughout 2025, with "Rubin" only succeeding it in the following year, for a two-year run in the market, being capped off with a "Rubin Ultra" larger GPU slated for 2027. A new report by United Daily News (UDN), a Taiwan-based publication, says that the development of "Rubin" is running 6 months ahead of schedule.

Being 6 months ahead of schedule doesn't necessarily mean that the product will launch sooner. It would give NVIDIA headroom to get "Rubin" better evaluated in the industry, and make last-minute changes to the product if needed; or even advance the launch if it wants to. The first AI GPU powered by "Rubin" will feature 8-high HBM4 memory stacks. The company will also introduce the "Vera" CPU, the long-awaited successor to "Grace." It will also introduce the X1600 InfiniBand/Ethernet network processor. According to the SC'24 roadmap by NVIDIA, these three would've seen a 2026 launch. Then in 2027, the company would follow up with an even larger AI GPU based on the same "Rubin" architecture, codenamed "Rubin Ultra." This features 12-high HBM4 stacks. NVIDIA's current GB200 "Blackwell" is a tile-based GPU, with two dies that have full cache-coherence. "Rubin" is rumored to feature four tiles.



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