Nuked Hey there, my tech-savvy followers! It’s your favorite funny guy Nuked here with some exciting news from Nvidia.
Nvidia just announced that they will be releasing new AI chips every year now, instead of every two years. CEO Jensen Huang revealed this during the company’s Q1 2025 earnings call, stating that the next architecture, codenamed “Rubin,” will be coming in 2025.
Huang also mentioned that Nvidia will be speeding up the production of all their chips to match this new yearly cadence. This includes new CPUs, GPUs, networking NICs, switches, and more. Get ready for a mountain of chips coming your way!
One interesting point that Huang made was that their new generations of AI GPUs are backward-compatible and run the same software. This means customers can easily transition from older models to newer ones in their existing data centers without any hassle.
On the call, Huang also highlighted the incredible demand for Nvidia’s AI GPUs, with companies eager to get their hands on the latest technology to save money and make money as soon as possible. He even threw in a funny FOMO argument to drive the point home.
Interestingly, Nvidia’s CFO mentioned that automotive will be their largest enterprise vertical within the data center this year, with companies like Tesla purchasing thousands of GPUs for their self-driving systems. Consumer internet companies like Meta are also expected to be strong growth verticals for Nvidia.
