Nvidia Blackwell Chips Are Now in Production

    Recently, Huang Renxun, founder and CEO of Nvidia, announced that Nvidia's Blackwell chip has started production. Huang Renxun stated that Nvidia will launch the Blackwell Ultra AI chip in 2025. The next generation AI platform will be named Rubin and will use HBM4 memory. The next generation platform of Rubin is under development and will be released in 2026. The Rubin AI platform will use HBM4 memory chip.
    It is reported that Nvidia's first Blackwell chip is called GB200, claiming to be the "most powerful chip in the world" at present. At present, the supply chain has high expectations for GB200, and it is estimated that the shipment volume will have the opportunity to exceed one million units by 2025, accounting for nearly 40% to 50% of NVIDIA's high-end GPU shipments.