NVIDIA CEO Jensen Huang Confirms Blackwell Successor, Rubin, During Unannounced Trip to TSMC

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NVIDIA CEO Jensen Huang made a trip to TSMC headquarters in Taiwan, where it was confirmed that its Blackwell successor was in early testing. While Blackwell was more of a refresh for ADA, Rubin appears to be a completely new platform. According to Digitimes, the unannounced trip is to discuss production for Rubin, which has been said to have had multiple designs already prepared with new dies entering the early fab qualification process.

According to other reports (via TechPowerUp), Rubin will utilize TSMC’s N3P 3nm process, along with HBM4, which succeeds the custom 4NP node TSMC provided for Blackwell, along with GDDR7 memory. Rubin will reportedly introduce a chiplet design, finally breaking away from the monolithic approach that NVIDIA has used for decades. From consumer to enterprise, Rubin is said to bring a multitude of new technological upgrades aimed at increasing AI projects, such as AI token factories, a scaled-up NVLink switch, along with a silicon photonics processor for increased throughput on rack-based systems.

SUPER before Rubin

Those hoping to see Rubin in action have some time to wait as it is not expected to be introduced until sometime in 2026, with Rubin Ultra following in 2027, and even then, these will likely be enterprise solutions, not consumer GPUs. It’s already been rumored that, as far as consumer GPUs are concerned, the next round of “SUPER” GPUs (1, 2), essentially a Blackwell refresh, could arrive around the holidays or perhaps in early 2026 if announced at CES 2026. The latter seems a bit more probable given that a similar strategy occurred for the ADA “SUPER” series in January 2024.

Another pattern rumored to repeat is the absence of another flagship GPU. There was no RTX 4090 Ti/SUPER, and at the moment, it doesn’t appear that NVIDIA is planning to launch an RTX 5090 Ti/SUPER either. Once again, the model to get the most upgrades could be the RTX 5070 with its “SUPER” version, having more cores and memory. However, both the RTX 5070 Ti and RTX 5080 could be getting more memory and possibly higher clocks that might offer nominal performance upticks.

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Discussion (15 replies)

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Grimlakin
Grimlakin 👍 1

I mean duh? Could you imagine if the successor wasn't in development before the current was out? What do you just give all of your development engineers a quarter or two off to chill and come back? No, sure they might stack up some vacations but development continues.

I just don't see how it's news other than Mr. Huang saying something obvious that now that his company has eclipsed 4 trillion in value everyone says... "Oh gee wow... how innovative!"

gdansk
gdansk 👍 1

I dislike their habit of referring to rather different architectures by the same name.

Shotglass01
Shotglass01 👍 1

"Grimlakin, post: 97421, member: 215" wrote:

I mean duh? Could you imagine if the successor wasn't in development before the current was out? What do you just give all of your development engineers a quarter or two off to chill and come back? No, sure they might stack up some vacations but development continues.


Intel - Hold my 🍻! 🤣

Also- for the CGPU's, wonder if they'll drop 12HPWR for a better solution.

Marees

RGT mentioned of a 5060 super 12gb with tentative launch msrp of $350

But recent leaks have not mentioned that card. Maybe it's low down the pecking order & another 6 to 9 months away 🤔

NTMBK
NTMBK 👍 3

They called it that because those prices are really rubbin' it in

Peter_Brosdahl
Peter_Brosdahl

"Marees, post: 97454, member: 1536" wrote:

RGT mentioned of a 5060 super 12gb with tentative launch msrp of $350



But recent leaks have not mentioned that card. Maybe it's low down the pecking order & another 6 to 9 months away 🤔


If true that would be an awesome budget card for sure.

Grimlakin

"gdansk, post: 97432, member: 10886" wrote:

I dislike their habit of referring to rather different architectures by the same name.


I mean... if you're designing an office building your architecting an office building... No different for GPU's... right?

Kidding I know there's all different styles of Architecture. I was being silly.

Peter_Brosdahl
Peter_Brosdahl 👍 2

I didn't post about this , Blackwell Ultra, because it's enterprise only and just ~1400W TDP but here you go for the read.

[URL unfurl="true"]https://videocardz.com/newz/nvidia-blackwell-ultra-gb30-features-20480-cuda-cores-288gb-hb3e-memory-and-pcie-gen6[/URL]

Marees

gamin rubin not until 2028 !!??

[embedded media]

Grimlakin
Grimlakin 👍 1

Wow... and watching pricing still ummm.. creeping? No... racing up... on 5090's... makes me look at my rig and pray for my 5090! lol

Brian_B
Brian_B 👍 2

This is totally shocking to see. So unexpected.

Look at how surprised we all really are here.

No really.

Marees

NVIDIA's rumored RTX 60 delay to 2028 could give AMD its biggest GPU opportunity in years
NVIDIA could leave 2027 wide open for AMD
RTX 60 series might not show up until 2028
While the Super refresh probably isn't completely off the table and could still see a surprise release in 2027, current memory chip pricing makes this rather improbable. Or, if it does release, the cards could cost significantly more than the current models due to 3GB VRAM module pricing, to the point where they might not make much sense for most people.

While NVIDIA cards still outsell AMD's by a significant margin, this rumored lack of new releases in 2027 is leaving the door wide open for AMD to capitalize by converting enthusiasts looking for an upgrade to its next-gen cards.

If RDNA 5 is priced right, AMD could tip the market in its favor
Based on all the rumors we've seen so far, AMD's next generation of cards could mark a massive generational improvement over the outgoing RDNA 4 cards, which are already fairly solid. NVIDIA's delays could allow AMD to come a few months early to the market next year with the rumored AT2 chip. If the price is right, it could sell hundreds of thousands of units before NVIDIA even gets the chance to put a new card on the market.

https://www.howtogeek.com/nvidias-r...ive-amd-its-biggest-gpu-opportunity-in-years/

Peter_Brosdahl
Peter_Brosdahl 👍 2

I'd agree with that but I have major doubts AMD's GPU division has anything competitive at a 5080 level arriving in 2027 and if they do, if it'll be a a price equal or lower than whatever the 5080 will be going for at the time. I could see AMD taking over in the low-to-mid tiers though but even then I have my doubts. Sorry but I've been rooting for their GPU division for so long now that I've more or less given up hope and it didn't help last year when that head basically threw in the towel saying that isn't the high end market isn't what they want to shoot for. However I do feel confident that if they do launch anything before NVIDIA, the SUPERs will magically appear to counter or vice-versa.

Brian_B
Brian_B 👍 4

"Marees, post: 107447, member: 1536" wrote:

If RDNA 5 is priced right, AMD could tip the market in its fav


This has been the case for … over a decade now

But AMD keeps playing that $1 less crap

U

Is this the one theyll send for orbit data centers?

Peter Brosdahl
As a child of the 70’s I was part of the many who became enthralled by the video arcade invasion of the 1980’s. Saving money from various odd jobs I purchased my first computer from a friend of my dad, a used Atari 400, around 1982. Eventually it would end up being a lifelong passion of upgrading and modifying equipment that, of course, led into a career in IT support.

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