At GTC 2025, Nvidia CEO Jensen Huang unveiled the Vera Rubin platform, comprising the Rubin GPU and Vera CPU. The Rubin GPU is expected to deliver up to 50 petaflops of FP4 performance, more than doubling the capabilities of the current Blackwell architecture. The Vera CPU will feature 88 custom Arm cores, aiming to enhance AI processing efficiency .
The Rubin platform will utilize HBM4 memory, providing 288GB per GPU with a bandwidth of 13 TB/s. The system will also incorporate Nvidia's sixth-generation NVLink, offering 260 TB/s of interconnect bandwidth, and the upcoming 1.6 Tbps ConnectX-9 NICs for improved networking .
Rumors and Speculations...
While Nvidia has confirmed many aspects of the Vera Rubin platform, some details remain speculative:
Rubin Ultra: Expected in the second half of 2027, this iteration may feature four GPU dies per package, doubling the performance to 100 petaflops of FP4 compute. It could also introduce HBM4e memory with up to 1TB per GPU and a new NVLink 7 interface offering 1.5 PB/s of throughput .
Manufacturing Process: The Rubin chips are anticipated to be manufactured using TSMC's advanced 3nm process node, enhancing power efficiency and performance density .
Market Impact...
Despite the impressive specifications, Nvidia's stock experienced a slight dip following the GTC 2025 announcements. Analysts suggest that while the Vera Rubin platform represents a significant technological leap, the market is awaiting tangible performance benchmarks and adoption rates before reacting positively .
In Closing...
Nvidia's Vera Rubin chip is poised to redefine AI processing capabilities, with its release slated for late 2026. While official details paint an exciting picture, the tech community eagerly awaits further information and real-world performance data to fully assess its impact.
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Author: Ross Davis
Silicon Valley Newsroom | Tech News CITY
