Nvidia simply made $14 billion in revenue in a single quarter due to its AI chips, and it's wanting good from there: Nvidia will now design new chips yearly as a substitute of each two years, based on Nvidia CEO Jensen Huang.
“I can announce that after Blackwell, there may be one other chip. We're on a one-year tempo,” Huang simply stated on the corporate's 2025 earnings name.
To date, Nvidia has produced a brand new structure roughly each two years — unveiling Ampere in 2020, Hopper in 2022 and Blackwell in 2024, for instance.
However analyst Ming-Chi Kuo reported earlier this month that the following “Rubin” structure will arrive in 2025, giving us an AI R100 GPU as quickly as subsequent 12 months, and Huang's feedback recommend the report could possibly be on the cash.
Huang says Nvidia may even velocity up some other sort of chip it makes to match that cadence. “We're going to maneuver all of them ahead in a really fast clip.”
“New processors, new GPUs, new community NICs, new switches… there's a mountain of chips coming,” he says.
Earlier within the name, when an analyst requested him to clarify how current Blackwell GPUs would develop whereas Hopper GPUs are nonetheless promoting nicely, Huang defined that Nvidia's new generations of AI GPUs are electrically and mechanically suitable and run the identical software program. Clients will “simply transition from H100 to H200 to B100” of their present information facilities, he says.
Huang additionally shared a few of his gross sales pitches on the decision, explaining the unbelievable demand for Nvidia's AI GPUs:
We count on demand to outstrip provide for a while as we transfer to H200 as we transfer to Blackwell. Everybody is keen to get their infrastructure on-line. And the rationale for that’s that they’re saving and incomes cash they usually want to try this as quickly as potential.
It additionally has a FOMO argument that made me smile:
The subsequent firm to hit the following main plateau will announce breakthrough AI, and the second after that may announce one thing zero.three% higher. Do you wish to be the corporate that delivers breakthrough AI or the corporate that, , delivers zero.three% higher?
Apparently, Nvidia's CFO says this auto might be “this 12 months's largest information middle vertical,” pointing to how Tesla bought 35,000 H100 GPUs to coach its “autonomous driving” system, whereas “Web corporations for customers' like Meta will proceed to be a 'robust progress vertical'. ,” additionally.