Nvidia Unveils Next-Gen AI Chips and Software to Meet Surging Demand

CEO Jensen Huang introduces 'Blackwell Ultra' and 'Vera Rubin' chips, along with the 'Dynamo' platform, to enhance AI efficiency and performance.

The 'Blackwell Ultra' chip, set for release in late 2025, and 'Vera Rubin,' arriving in 2026, aim to reduce operational costs and boost computational efficiency for AI applications.
Nvidia's new software platform 'Dynamo' will optimize server utilization, making inference calculations up to 25 times faster on Blackwell chips.
Jensen Huang emphasized the need for 100 times more AI computing power due to advancements in reasoning-based AI models, which require significantly greater resources.
The company introduced the concept of 'AI factories,' predicting industries will operate both physical and digital production hubs in the future.
Despite innovations, Nvidia faces growing competition from AMD and in-house chip development by major tech firms, with its stock dropping 3.43% following the announcements.