Nvidia (NASDAQ: NVDA) made significant announcements at Computex in Taiwan, showcasing that the company is “so much more than GPUs,” according to a Sunday note from Wells Fargo analysts.
During his keynote at National Taiwan University, Nvidia CEO Jensen Huang revealed several major developments. These included the Blackwell Ultra chip set for 2025 and the next-generation Rubin platform expected in 2026. Additionally, Nvidia announced the widespread adoption of its Spectrum-X Ethernet AI-optimized networking platform.
Wells Fargo analysts highlighted the importance of the Spectrum-X Ethernet platform, noting its capability to support 512 radix scaling by 2025 with the Spectrum-X800 Ultra and 102.4T silicon. This will enable scaling to millions of GPUs by 2026 with the Spectrum-X1600. The note added, “Nvidia emphasized that Spectrum-X will move to an annual cadence.”
The Rubin platform, expected in 2026, will feature advanced components such as the NVLink v6 switch, Vera CPUs, and the CX9 SuperNIC. The Rubin GPU will come with 8 HBM4 chips, while the “Rubin Ultra” will feature 12 HBM4 chips.
Furthermore, Nvidia announced it would launch its DRIVE platform with Mercedes in 2025 and Jaguar-Land Rover in 2026. Wells Fargo analysts underscored the significance of these partnerships, calling them “inflection points for Nvidia’s Auto segment.”
Other key takeaways from the event included Nvidia’s focus on NVDA Inference Microservices (NIMs), which utilize a base of hundreds of millions of CUDA GPUs. Analysts noted, “CUDA has now reached a virtuous cycle, underpinned by a +5 million developer ecosystem spanning almost every industry.”
Wells Fargo also mentioned that Nvidia’s next-generation Blackwell GPUs are already in production, with sample shipments expected in the second fiscal quarter of 2025 and revenue ramping up in the second half of 2025. These GPUs have significantly improved energy efficiency, reducing energy per token created by over 300 times in the past eight years.
.
#everyday_information #forex #option #Binary_Option #trading #trader #goldstocks #forextrader #fx_trade_time #fxttime #USDollar #euro #JPY #GBP #chfcurrency
#dubai #UAENews #ksasaudiarabia #Syrian #iraq #kuwait #jordan #morocco #Libya #tunisia #algerian #Egypt #qatar #lebanon
#كل_يوم_معلومه #فوركس #خيارات_ثنائيه #تداول_عملات #بورصه #ذهب #فوركس_تريد_تايم #اف_اكس_تريد_تايم #دولار #يورو
#دبي #امارات #السعوديه #سوريا #العراق #الكويت #الاردن #المغرب #ليبيا #تونس #الجزائر #مصر #قطر #لبنان
.
www.fxttime.com/trade