Nvidia (NASDAQ: NVDA) CEO Jensen Huang offered a glimpse into the company’s future today at the GPU Technology Conference. He introduced the Blackwell Ultra GB300 family of semiconductors, which will feature 1.5 times the memory of the current Blackwell line and deliver significantly higher performance. Huang told the audience that Nvidia expects to launch Blackwell Ultra in the second half of 2025.
The event also revealed Nvidia’s longer-term plans. Huang unveiled the next-gen CPU-GPU platform, dubbed Vera Rubin, which is set for release in the second half of 2026, with the Rubin Ultra GPUs following a year later in 2027. He highlighted their immense power, noting that Blackwell offers 68 times the computing power of its Hopper line, while Rubin represents a 900-fold increase. The Vera Rubin name honors the astronomer known for discovering dark matter, and Huang noted a future line would be named after physicist Richard Feynman.
Huang delivered his keynote address at San Jose’s McEnery Convention Center, sporting his signature black leather jacket. He called the weeklong GPU Technology Conference “the Super Bowl of AI,” with Nvidia expecting around 25,000 attendees to join.
Huang also highlighted the surging demand for Nvidia GPUs. He revealed that in its 2025 fiscal year, which ended in late January, the company shipped 3.6 million Blackwell GPUs to America’s top four cloud providers—Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), and Meta Platforms (NASDAQ: META). This is a sharp increase from the 1.3 million Hopper GPUs shipped the year before.
In addition, Nvidia announced a new partnership with General Motors (NYSE: GM). The collaboration will focus on training AI manufacturing models to help build what Huang described as GM’s “future self-driving car fleet.” He added, “The time for autonomous vehicles has arrived.”
Despite the buzz, Nvidia (NASDAQ: NVDA) shares fell over 3% in Tuesday trading and are down 13% year-to-date. Ahead of the conference, Bank of America analysts suggested its recent pullback could offer a buying opportunity for investors, reaffirming a $200 price target that sits above the $177 consensus of analysts tracked by Visible Alpha.
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