NVIDIA’s Next-Gen AI Lineup on Track: Blackwell Ultra and Vera Rubin to Debut at GTC 2025

NVIDIA has confirmed that its upcoming Blackwell Ultra and Vera Rubin AI architectures are proceeding on schedule, promising to deliver a broader and more disruptive AI product lineup. In a recent statement to analysts, NVIDIA CEO Jensen Huang reassured investors that despite previous yield issues with the Blackwell GB200 series, the company’s annual product cadence remains unaffected. During an earnings call, as detailed in the transcript on Investing.com, Huang stated:

“Yes. Blackwell Ultra is second half. As you know, the first Blackwell had a hiccup that probably cost us a couple of months. We’re fully recovered, of course. The team did an amazing job recovering along with all our supply chain partners. Now we’ve successfully ramped up production of Blackwell, but that doesn’t stop the next train. The next train is on an annual rhythm and Blackwell Ultra—with new networking, new memories, and of course, new processors—is coming online.”

Huang went on to explain that Blackwell Ultra, particularly its “B300” series, is rumored to significantly increase power figures; for instance, the upcoming GB300 AI server is expected to feature up to 1400W of TDP—an impressive jump from the 1000W of the previous generation. Architectural upgrades are projected to deliver around 1.4 times higher FP4 performance and boost memory capacity from 192 GB to 288 GB by leveraging 12-Hi stacks of HBM3E technology.

Positioned as a bridge between NVIDIA’s original Blackwell series and the next-gen Vera Rubin architecture, Blackwell Ultra is designed to maximize options for mainstream clients. With ongoing yield rate challenges, this “hard reset” is expected to showcase the true power of NVIDIA’s AI solutions. Following the unveiling of Blackwell Ultra, the Vera Rubin lineup—featuring pivotal advancements such as the integration of HBM4 memory—will be introduced, marking what NVIDIA describes as a revolutionary step for the AI market.

Both the Blackwell Ultra and Vera Rubin architectures are scheduled to be unveiled in March at GTC 2025, with product availability expected to follow shortly thereafter as the industry has already begun preparing the essential components for these next-generation AI platforms.

What are your thoughts on NVIDIA’s ambitious new AI architectures? Will Blackwell Ultra and Vera Rubin redefine the AI landscape? Share your thoughts in the comments below!