Nvidia made $14 billion in income in only one quarter because of AI chips, and is booming any more: Nvidia CEO Jensen Huang says Nvidia will now design new chips yearly as an alternative of each two Annually.
“I can announce that after Blackwell, there’s one other chip. Our cadence is one yr,” Huang stated through the firm’s first-quarter 2025 earnings name.
Up to now, Nvidia has launched a brand new structure roughly each two years, reminiscent of Ampere in 2020, Hopper in 2022, and Blackwell in 2024.
However analyst Ming-Chi Kuo reported earlier this month that the following structure, “Rubin,” will launch in 2025, giving us the R100 AI GPU as quickly as subsequent yr, and Huang’s feedback recommend that report could also be appropriate.
Nvidia may even velocity up all different forms of chips it produces to adapt to this tempo, Huang stated. “We’ll take them at a extremely quick tempo.”
“New CPUs, new GPUs, new community playing cards, new switches…a whole lot of chips are coming,” he stated.
Earlier within the name, when an analyst requested him to clarify how current Blackwell GPUs can obtain progress whereas Hopper GPUs are nonetheless promoting nicely, Huang defined that Nvidia’s new technology of AI GPUs are electrically and mechanically backwards suitable. , and run the identical software program. Clients will “simply transition from H100 to H200 to B100” in current information facilities, he stated.
Jen-Hsun Huang additionally shared a few of his gross sales propositions on the convention name, explaining the massive demand for Nvidia synthetic intelligence GPUs:
We count on that as we transition to H200, as we transition to Blackwell, demand will exceed provide for a time frame. Everybody is raring to get their infrastructure on-line. The reason being they’re saving cash, being profitable, and so they need to do it as rapidly as doable.
He additionally has a FOMO argument that made me smile:
The subsequent firm to succeed in the following main platform will announce a breakthrough synthetic intelligence, and the second firm after that can announce a 0.3% enchancment. Do you need to be an organization that delivers breakthrough AI, or an organization that delivers 0.3% higher AI companies?
Nvidia CFO curiously stated automobile will grow to be its “largest vertical throughout the information middle this yr,” noting how Tesla bought 35,000 H100 GPUs to coach its “full self-driving” system, whereas “shopper web corporations” like Meta will proceed to be “robust “Rising vertical industries”, “additionally.
