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NVIDIA Shows More AI Infrastructure at GTC 2025: ‘Every Single Layer of Computing Has Been Transformed’

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The Blackwell Ultra is coming in 2026, followed by the Vera Rubin GPU architecture.
and cofounder Jensen Huang took to the stage at the NVIDIA GTC conference in San Jose on March 18 to show the upcoming roadmap for the company, which has thrived over the last few years by providing infrastructure for generative AI.
“Every single layer of computing has been transformed by the arrival of generative AI,” Huang said.
NVIDIA announced two new chips for running AI, a unifying operating system for “AI factory” data centers, and a reasoning platform for robotics.
“Where we had a retrieval computing model, we now have a generative computing model,” he said.Vera Rubin and Blackwell Ultra are NVIDIA’s next chips
NVIDIA’s next-generation GPU architecture will be Vera Rubin, named after the astronomer who discovered dark matter. Vera Rubin will be available in the second half of 2026, and will provide 3.3 times the performance of a Blackwell Ultra in a similar rack setup. Everything is new except the chassis, Huang said Vera Rubin will be followed in the second half of 2027 by an enhanced version: Rubin Ultra. NVIDIA stated it offers 14x the performance of Blackwell Ultra.
NVIDIA will “gracefully glide” into production of the tuned version of the Blackwell chip later this year, Huang said. Blackwell Ultra will have 1.5 more FLOPs, 1.5 times more memory, and two times more bandwidth than the original Blackwell.
The next-generation NVIDIA chips will be named Feynman, after the physicist Richard Feynman.Blackwell Ultra AI Factory built out with Blackwell Ultra
In order to provide the backbone for the massive number of generative AI workloads, including agentic AI, being processed in data centers across the globe today, NVIDIA unified several technologies, including Blackwell Ultra, into its AI factory platform.

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