NVIDIA Accelerates AI Revolution: Blackwell Ultra Production Begins While Rubin-Based Vera Rubin Servers Near Final Design Phase
NVIDIA continues to dominate the AI hardware space with an unmatched pace of innovation. According to a new report from Taiwan Economic Daily, the company is now finalizing the design of its next-generation Vera Rubin AI server racks, even as low-volume production of the recently unveiled Blackwell Ultra (GB300) units is already underway. The announcement highlights NVIDIA’s relentless drive to shape the future of AI computing, setting a benchmark in speed and scale that only its CEO Jensen Huang seems willing—and able—to maintain.
Rubin Architecture to Redefine the Future of AI Servers
Expected to begin mass production in 2026, Vera Rubin is positioned as NVIDIA’s next major leap in GPU architecture. The design is set to be shared with NVIDIA’s supply chain partners by the end of this month, signaling the start of the manufacturing ramp-up. Much like the Hopper generation’s transformative shift from Ampere, Rubin is expected to revolutionize the AI compute space across several dimensions—memory architecture, chiplet design, packaging, and process nodes.
Key technical details about NVIDIA Rubin include:
HBM4 memory support, marking a significant upgrade over current HBM3E technology.
Use of TSMC’s N3P 3nm node and CoWoS-L packaging, allowing greater performance density and power efficiency.
A new chiplet-based architecture, NVIDIA’s first for AI accelerators, improving modularity and scalability.
A powerful 4x reticle design, a major step up from the 3.3x reticle size used in Blackwell GPUs.
These innovations suggest Rubin will not just be an iterative advancement, but a landmark generation in NVIDIA’s AI roadmap—one that echoes the jump seen with Hopper’s arrival in 2022.
Blackwell Ultra (GB300) Production Begins Ahead of Rubin Transition
While Rubin is still months from rollout, NVIDIA has quietly begun low-volume production of its Blackwell Ultra GB300 platform, showing no signs of slowing down. Blackwell Ultra is expected to serve as an intermediate solution between Hopper and Rubin, helping NVIDIA meet soaring demand from hyperscalers and enterprise clients driven by the ongoing AI boom.
Interestingly, some platform integration challenges have already emerged. With the GB300 platform, NVIDIA has reportedly resorted to utilizing the older Bianca board from GB200 to help stabilize deployment in the supply chain. This underlines the pace at which NVIDIA is operating and the growing difficulty suppliers face in keeping up with these rapid generational upgrades.
The “Jensen Speed” Standard
Whether it's Hopper, Blackwell, or Rubin, one thing is certain: NVIDIA has set a blistering pace that no rival has yet matched. CEO Jensen Huang’s strategy to iterate every 6–8 months—a rate previously unthinkable in the world of enterprise GPU production—underscores the company’s firm grip on the AI infrastructure race.
In a world increasingly reliant on generative AI, large language models, and data-driven innovation, NVIDIA’s ecosystem continues to expand rapidly. The question isn’t whether Rubin will succeed, but rather how the industry and its partners will adapt to keep pace.
Are you impressed by NVIDIA’s rapid evolution, or do you think this pace risks overwhelming the market and its partners? Share your thoughts in the comments below.
