NVIDIA GTC 2025: Rubin Roadmap Unveiled
Narrative
Roadmap through 2027 revealed. Rubin (2026 H2): 50 petaflops FP4, 3.3x vs Blackwell. Rubin Ultra (2027 H2): 100 petaflops, 1TB memory. Annual cadence confirmed.
Reality
Roadmap transparency enabled multi-billion-dollar datacenter planning. Rubin production announced Jan 2026. Hyperscalers committed publicly. AMD competitive response immediate.
Implication
Annual architecture cadence unprecedented in HPC. Locked customers into long-term NVIDIA ecosystem. 600kW Kyber racks forced datacenter infrastructure redesigns. Competition intensified.