Nvidia (NVDA, Financials) is set to announce its latest artificial intelligence chip, the Blackwell Ultra, at the GTC in San Jose, California. The company is also expected to outline details about Rubin, the next-generation AI graphics processor, which is scheduled for release in 2026.
Improved performance catered for AI inference activities makes the Blackwell Ultra processor a more evolved variation of Nvidia's current AI technology. Industry observers predict that Rubin will provide performance increases comparable to Blackwell's stated thirty-fold speed enhancement over earlier artificial intelligence devices. The rising complexity of big language models, which need significant computing capability, is driving demand for high-performance graphics processing units.As Amazon (AMZN, Financials) and Alphabet (GOOGL, Financials) are developing their own AI inference processors, trying to cut dependency on outside technology, Nvidia confronts more competition. Furthermore, developments in artificial intelligence research in China imply that modern AI models may be developed without premium processors from Nvidia, therefore undermining the company's market leadership.Given recent volatility in its stock, Nvidia sees the next announcements as very vital. Investors are attentively watching to see whether the business can keep expanding in the AI semiconductor market.At GTC 2025, Nvidia CEO Jensen Huang is supposed to take part in a panel discussion on quantum computing. To indicate a calculated foray into quantum computing technology, the corporation has officially set March 20 as its inaugural Quantum Day.
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