NVIDIA (NVDA, Financial) plans to launch its 'Rubin' architecture AI GPU six months earlier than expected, targeting release in late 2025. This strategic move aims to outpace competitors like AMD and Amazon in the AI chip market. Despite the Blackwell architecture's pending mass production, NVIDIA seeks to maintain its dominance, currently holding an 80-90% market share in AI data center chips.
The 'Rubin' architecture will utilize advanced technologies like TSMC's 3nm process and HBM4 memory, promising unprecedented performance. Speculation suggests this could signal a new era in AI computing power, with analysts predicting significant capabilities enhancements. As demand surges from AI leaders such as OpenAI and Google, NVIDIA is fast-tracking its GPU development to deliver higher performance and efficiency.
