NVIDIA is reportedly accelerating its AI roadmap, with the next-generation "Rubin" architecture now rumored to launch six months ahead of schedule.
Originally slated for 2026, Rubin is now expected to arrive in mid-2025, according to a report by Taiwan Economic Daily. This move reinforces NVIDIA's commitment to maintaining its leading position in the AI market.
While no specific reason for the accelerated launch is given, it's likely related to the availability of key components. Rubin is expected to utilize TSMC's 3nm process and HBM4 memory, both of which are nearing or in mass production. This readily available supply chain may have influenced NVIDIA's decision to release Rubin earlier than initially planned.
This potential mid-2025 launch could coincide with the rumored release of NVIDIA's "Blackwell Ultra" B300 series. However, the exact release strategy remains unclear, and it's possible Rubin might overshadow the B300 series. Further updates from NVIDIA are expected, possibly around CES 2025.