NVIDIA "Blackwell" Successor Codenamed "Rubin," Coming in Late-2025

NVIDIA barely started shipping its "Blackwell" line of AI GPUs, and its next-generation architecture is already on the horizon. Codenamed "Rubin," after Vera Rubin, the new architecture will power NVIDIA's future AI GPUs with generational jumps in performance, but more importantly, a design focus on lowering the power draw. This will become especially important as NVIDIA's current architectures already approach the kilowatt range, and cannot scale boundlessly. TF International Securities analyst, Mich-Chi Kuo says that NVIDIA's first AI GPU based on "Rubin," the R100 (not to be confused with an ATI GPU from many moons ago); is expected to enter mass-production in Q4-2025, which means it could be unveiled and demonstrated sooner than that; and select customers could have access to the silicon sooner, for evaluations.