NVIDIA has launched its next-generation artificial intelligence (AI) processors for 2026, codenamed “Rubin”, at the Computex conference in Taipei.
This move comes shortly after the early June 2024, introduction of the “Blackwell” chips for data centres, which are yet to be shipped to customers.
Nvidia founder and CEO Jensen Huang stated: “Today, we are at the cusp of a major shift in computing. The intersection of AI and accelerated computing is set to redefine the future.”
“Our company has a one-year rhythm. Our basic philosophy is very simple: build the entire data center scale, disaggregate and sell to you parts on a one-year rhythm, and push everything to technology limits.”
According to the Financial Times, Nvidia’s market value has soared by about $350bn following reports of revenue growth.
The company is now approaching Apple’s market capitalisation, trailing only behind Microsoft in the US.
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By GlobalDataNvidia’s dominance in the AI chip market, essential for training large language models like OpenAI’s GPT, has been a key driver of its success.
However, it faces increasing competition from AMD, Intel, and custom chips by cloud providers such as Amazon, Google, and Microsoft.
The company also introduced a new Vera Arm-based central processing unit, expanding its presence in the AI data centre chip market.
With CPU market traditionally dominated by Intel and AMD, Nvidia is targeting the server market to leverage its AI chips, as AI applications become more prevalent in data centre operations.
Nvidia’s origins in graphics processing units have evolved over the past 15 years, with Huang recognising their potential for other data-intensive tasks like AI.
The company is now leveraging its AI chip expertise to enhance its PC chip business, announcing partnerships with Asus and MSI to incorporate Nvidia’s GeForce RTX GPUs for AI-related tasks in PCs.
The availability of the Asus and MSI laptops remains unspecified.
Separately, AMD also made headlines at the conference with the release of its new AI processors, including the MI325X AI accelerator, and outlined plans for future AI chips
.