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AI chip giants gather at Computex 2024: Will it bring new opportunities?
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Meet the next next-generation: At [Share Link: Computex 2024...

Meet the next next-generation: At Computex 2024 this morning, Nvidia announced the Rubin GPU architecture, the successor to Blackwell. Rubin GPUs are set to splashdown in 2026, bringing support for 8-Hi HBM4 stacks, and will be followed up with Rubin Ultra GPUs, supporting 12-Hi HBM4 stacks. A powerful new CPU called Vera has also been announced, as well as a Vera Rubin board combining the GPU and CPU into a superchip. The upcoming state-of-the-art processors are named after Vera Florence Cooper Rubin, a pioneering astronomer who established the presence of dark matter.
Vera Rubin – CPU, GPU, and accelerator board

The Rubin architecture will debut with support for 8-Hi HBM4 stacks. We have already reported on leaks indicative of R100 CPUs, so that is how we would expect the first Rubin GPUs to land. The latest information we have says they could enter mass production in late 2025. This dovetails with Nvidia’s official announcement(s) today, penciling in Rubin for an (early) 2026 debut.
YTLP is getting old Blackwell GPU in Q4 2024. Then higher grade will in production in late 2025?
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