NVIDIA ANNOUNCES BLACKWELL ULTRA AND RUBIN AI CHIPS

Summary from the TLDR newsletter

Nvidia has announced new chips for building and deploying artificial intelligence models. Blackwell Ultra will allow cloud providers to make as much as 50 times the revenue as chips from the Hopper generation - it will ship in the second half of this year. Vera Rubin, which is expected to ship in the second half of 2026, is a system with two main components: a CPU called Vera and a new GPU design called Rubin. The custom Vera design will be twice as fast as the CPU used in last year's Grace Blackwell chips - it will enable Rubin to manage 50 petaflops while doing inference, more than double the capacity of the company's current Blackwell chips.