Jensen Huang, co-founder and CEO of Nvidia Corp, during the Nvidia GPU Technology Conference (GTC) in San Jose, California, US, on Tuesday, March 19, 2024.
David Paul Morris | Bloomberg | Getty Images
Nvidia Samsung on Sunday unveiled its next generation of artificial intelligence chips, a successor to the previous model, which was announced just months ago in March.
Nvidia CEO Jensen Huang announced the new AI chip architecture, which he calls “Rubin,” ahead of the COMPUTEX technology conference in Taipei.
The Robin comes months after the March announcement of the upcoming Blackwell model, which is still in production and expected to ship to customers later in 2024.
Huang's announcement of Robin appears to accelerate the company's already rapid pace of developing AI chips.
Nvidia has pledged to launch new models of AI chips on a “one-year cadence,” Huang said on Sunday. The company was previously on a slower two-year chip update schedule.
The switch from Blackwell to Rubin took less than three months, underscoring the frenzy of competition in the AI chip market and Nvidia's race to maintain its dominant position.
AMD And Intel They are two major competitors that are playing catch-up, although their gross margins lagged behind Nvidia's in the most recent fiscal quarter. Companies like Microsoft, Google And Amazon They are also competing for the top spot at Nvidia, although at the same time they are one of Nvidia's biggest sponsors. A group of startups are also working to enter this field.
“Today, we are on the cusp of a major transformation in computing,” Huang said on Sunday. “Through our innovations in artificial intelligence and accelerated computing, we are pushing the boundaries of what is possible and driving the next wave of technological advancement.”
Rubin's chipset platform will feature new GPUs, an important graphics processing technology that helps train and launch AI systems. It will come with other new features such as a central processor called “Vera,” although Sunday's announcement did not provide many details.
Nvidia shares were relatively flat at market close on Friday with shares trading at $1,096.
