[Technology] Nvidia’s Next‑Gen AI Chips Are Now in Full Production

 

Nvidia’s Next‑Gen AI Chips Are Now in Full Production

• CEO Jensen Huang announced at CES 2025 that Nvidia’s upcoming chip generation—the Rubin platform—is fully in production and already being tested by AI firms.

• These chips can deliver 5× the AI computing performance of the previous generation when running chatbots and similar applications.

What the Rubin Platform Includes

• Rubin consists of six different Nvidia chips.

• The flagship configuration includes:

  • 72 GPU units

  • 36 new CPU units

• Systems can be scaled into “pods” containing 1,000+ Rubin chips.

How Nvidia Achieved the Performance Jump

• Huang said the gains come from a new proprietary data format Nvidia hopes the industry will adopt.

• Despite only a 1.6× increase in transistor count, performance jumps dramatically due to this new data approach.

Competition Is Intensifying

• Nvidia still dominates AI model training, but faces growing competition from:

  • AMD

  • Google (a customer and a rival)

  • Meta and others collaborating on alternative AI chips.

New Technologies Introduced

• Context Memory Storage: Helps chatbots respond faster during long conversations at massive scale.

• Co‑packaged optics networking switches: Compete with Broadcom and Cisco for linking thousands of machines efficiently.

Self‑Driving Car Software

• Nvidia is releasing Alpamayo, a decision‑making system for autonomous vehicles.

• Both the models and the training data will be open‑sourced to improve transparency and trust.

Strategic Moves

• Nvidia recently acquired talent and chip tech from Groq, strengthening its AI hardware capabilities.

• The company is also positioning Rubin to outperform older chips like the H200, which the U.S. government now allows to be sold to China.

SOURCE: Nvidia CEO Huang says next generation of chips is in full production