“One architecture per year, one new AI infrastructure platform every year: Blackwell Ultra in the second half of 2025; Vera Rubin — the Vera CPU with the Rubin GPU, NVLink 144 — in the second half of 2026; Rubin Ultra, NVL576, in the second half of 2027; and then Feynman in 2028.”
Founder & CEO, NVIDIA
The first leg has held up — Blackwell Ultra (GB300) arrived in the second half of 2025, and Huang said at his CES 2026 keynote that Vera Rubin was in full production for second-half-2026 availability — but Rubin Ultra (2027) and Feynman (2028) are still ahead, and supply-chain reporting has already floated slippage of the NVL576 'Kyber' rack toward 2028.