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 (8 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

"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 👍 1

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]

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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