Jensen Huang

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Nvidia jumps ahead of itself and reveals next-gen “Rubin” AI chips in keynote tease

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Swing beat —

“I’m not sure yet whether I’m going to regret this,” says CEO Jensen Huang at Computex 2024.

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Nvidia's CEO Jensen Huang delivers his keystone speech ahead of Computex 2024 in Taipei on June 2, 2024.

Enlarge / Nvidia’s CEO Jensen Huang delivers his keystone speech ahead of Computex 2024 in Taipei on June 2, 2024.

On Sunday, Nvidia CEO Jensen Huang reached beyond Blackwell and revealed the company’s next-generation AI-accelerating GPU platform during his keynote at Computex 2024 in Taiwan. Huang also detailed plans for an annual tick-tock-style upgrade cycle of its AI acceleration platforms, mentioning an upcoming Blackwell Ultra chip slated for 2025 and a subsequent platform called “Rubin” set for 2026.

Nvidia’s data center GPUs currently power a large majority of cloud-based AI models, such as ChatGPT, in both development (training) and deployment (inference) phases, and investors are keeping a close watch on the company, with expectations to keep that run going.

During the keynote, Huang seemed somewhat hesitant to make the Rubin announcement, perhaps wary of invoking the so-called Osborne effect, whereby a company’s premature announcement of the next iteration of a tech product eats into the current iteration’s sales. “This is the very first time that this next click as been made,” Huang said, holding up his presentation remote just before the Rubin announcement. “And I’m not sure yet whether I’m going to regret this or not.”

Nvidia Keynote at Computex 2023.

The Rubin AI platform, expected in 2026, will use HBM4 (a new form of high-bandwidth memory) and NVLink 6 Switch, operating at 3,600GBps. Following that launch, Nvidia will release a tick-tock iteration called “Rubin Ultra.” While Huang did not provide extensive specifications for the upcoming products, he promised cost and energy savings related to the new chipsets.

During the keynote, Huang also introduced a new ARM-based CPU called “Vera,” which will be featured on a new accelerator board called “Vera Rubin,” alongside one of the Rubin GPUs.

Much like Nvidia’s Grace Hopper architecture, which combines a “Grace” CPU and a “Hopper” GPU to pay tribute to the pioneering computer scientist of the same name, Vera Rubin refers to Vera Florence Cooper Rubin (1928–2016), an American astronomer who made discoveries in the field of deep space astronomy. She is best known for her pioneering work on galaxy rotation rates, which provided strong evidence for the existence of dark matter.

A calculated risk

Nvidia CEO Jensen Huang reveals the

Enlarge / Nvidia CEO Jensen Huang reveals the “Rubin” AI platform for the first time during his keynote at Computex 2024 on June 2, 2024.

Nvidia’s reveal of Rubin is not a surprise in the sense that most big tech companies are continuously working on follow-up products well in advance of release, but it’s notable because it comes just three months after the company revealed Blackwell, which is barely out of the gate and not yet widely shipping.

At the moment, the company seems to be comfortable leapfrogging itself with new announcements and catching up later; Nvidia just announced that its GH200 Grace Hopper “Superchip,” unveiled one year ago at Computex 2023, is now in full production.

With Nvidia stock rising and the company possessing an estimated 70–95 percent of the data center GPU market share, the Rubin reveal is a calculated risk that seems to come from a place of confidence. That confidence could turn out to be misplaced if a so-called “AI bubble” pops or if Nvidia misjudges the capabilities of its competitors. The announcement may also stem from pressure to continue Nvidia’s astronomical growth in market cap with nonstop promises of improving technology.

Accordingly, Huang has been eager to showcase the company’s plans to continue pushing silicon fabrication tech to its limits and widely broadcast that Nvidia plans to keep releasing new AI chips at a steady cadence.

“Our company has a one-year rhythm. Our basic philosophy is very simple: build the entire data center scale, disaggregate and sell to you parts on a one-year rhythm, and we push everything to technology limits,” Huang said during Sunday’s Computex keynote.

Despite Nvidia’s recent market performance, the company’s run may not continue indefinitely. With ample money pouring into the data center AI space, Nvidia isn’t alone in developing accelerator chips. Competitors like AMD (with the Instinct series) and Intel (with Guadi 3) also want to win a slice of the data center GPU market away from Nvidia’s current command of the AI-accelerator space. And OpenAI’s Sam Altman is trying to encourage diversified production of GPU hardware that will power the company’s next generation of AI models in the years ahead.

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Nvidia announces “moonshot” to create embodied human-level AI in robot form

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Here come the robots —

As companies race to pair AI with general-purpose humanoid robots, Nvidia’s GR00T emerges.

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An illustration of a humanoid robot created by Nvidia.

Enlarge / An illustration of a humanoid robot created by Nvidia.

Nvidia

In sci-fi films, the rise of humanlike artificial intelligence often comes hand in hand with a physical platform, such as an android or robot. While the most advanced AI language models so far seem mostly like disembodied voices echoing from an anonymous data center, they might not remain that way for long. Some companies like Google, Figure, Microsoft, Tesla, Boston Dynamics, and others are working toward giving AI models a body. This is called “embodiment,” and AI chipmaker Nvidia wants to accelerate the process.

“Building foundation models for general humanoid robots is one of the most exciting problems to solve in AI today,” said Nvidia CEO Jensen Huang in a statement. Huang spent a portion of Nvidia’s annual GTC conference keynote on Monday going over Nvidia’s robotics efforts. “The next generation of robotics will likely be humanoid robotics,” Huang said. “We now have the necessary technology to imagine generalized human robotics.”

To that end, Nvidia announced Project GR00T, a general-purpose foundation model for humanoid robots. As a type of AI model itself, Nvidia hopes GR00T (which stands for “Generalist Robot 00 Technology” but sounds a lot like a famous Marvel character) will serve as an AI mind for robots, enabling them to learn skills and solve various tasks on the fly. In a tweet, Nvidia researcher Linxi “Jim” Fan called the project “our moonshot to solve embodied AGI in the physical world.”

AGI, or artificial general intelligence, is a poorly defined term that usually refers to hypothetical human-level AI (or beyond) that can learn any task a human could without specialized training. Given a capable enough humanoid body driven by AGI, one could imagine fully autonomous robotic assistants or workers. Of course, some experts think that true AGI is long way off, so it’s possible that Nvidia’s goal is more aspirational than realistic. But that’s also what makes Nvidia’s plan a moonshot.

NVIDIA Robotics: A Journey From AVs to Humanoids.

“The GR00T model will enable a robot to understand multimodal instructions, such as language, video, and demonstration, and perform a variety of useful tasks,” wrote Fan on X. “We are collaborating with many leading humanoid companies around the world, so that GR00T may transfer across embodiments and help the ecosystem thrive.” We reached out to Nvidia researchers, including Fan, for comment but did not hear back by press time.

Nvidia is designing GR00T to understand natural language and emulate human movements, potentially allowing robots to learn coordination, dexterity, and other skills necessary for navigating and interacting with the real world like a person. And as it turns out, Nvidia says that making robots shaped like humans might be the key to creating functional robot assistants.

The humanoid key

Robotics startup figure, an Nvidia partner, recently showed off its humanoid

Enlarge / Robotics startup figure, an Nvidia partner, recently showed off its humanoid “Figure 01” robot.

Figure

So far, we’ve seen plenty of robotics platforms that aren’t human-shaped, including robot vacuum cleaners, autonomous weed pullers, industrial units used in automobile manufacturing, and even research arms that can fold laundry. So why focus on imitating the human form? “In a way, human robotics is likely easier,” said Huang in his GTC keynote. “And the reason for that is because we have a lot more imitation training data that we can provide robots, because we are constructed in a very similar way.”

That means that researchers can feed samples of training data captured from human movement into AI models that control robot movement, teaching them how to better move and balance themselves. Also, humanoid robots are particularly convenient because they can fit anywhere a person can, and we’ve designed a world of physical objects and interfaces (such as tools, furniture, stairs, and appliances) to be used or manipulated by the human form.

Along with GR00T, Nvidia also debuted a new computer platform called Jetson Thor, based on NVIDIA’s Thor system-on-a-chip (SoC), as part of the new Blackwell GPU architecture, which it hopes will power this new generation of humanoid robots. The SoC reportedly includes a transformer engine capable of 800 teraflops of 8-bit floating point AI computation for running models like GR00T.

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Nvidia unveils Blackwell B200, the “world’s most powerful chip” designed for AI

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There’s no knowing where we’re rowing —

208B transistor chip can reportedly reduce AI cost and energy consumption by up to 25x.

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The GB200

Enlarge / The GB200 “superchip” covered with a fanciful blue explosion.

Nvidia / Benj Edwards

On Monday, Nvidia unveiled the Blackwell B200 tensor core chip—the company’s most powerful single-chip GPU, with 208 billion transistors—which Nvidia claims can reduce AI inference operating costs (such as running ChatGPT) and energy consumption by up to 25 times compared to the H100. The company also unveiled the GB200, a “superchip” that combines two B200 chips and a Grace CPU for even more performance.

The news came as part of Nvidia’s annual GTC conference, which is taking place this week at the San Jose Convention Center. Nvidia CEO Jensen Huang delivered the keynote Monday afternoon. “We need bigger GPUs,” Huang said during his keynote. The Blackwell platform will allow the training of trillion-parameter AI models that will make today’s generative AI models look rudimentary in comparison, he said. For reference, OpenAI’s GPT-3, launched in 2020, included 175 billion parameters. Parameter count is a rough indicator of AI model complexity.

Nvidia named the Blackwell architecture after David Harold Blackwell, a mathematician who specialized in game theory and statistics and was the first Black scholar inducted into the National Academy of Sciences. The platform introduces six technologies for accelerated computing, including a second-generation Transformer Engine, fifth-generation NVLink, RAS Engine, secure AI capabilities, and a decompression engine for accelerated database queries.

Press photo of the Grace Blackwell GB200 chip, which combines two B200 GPUs with a Grace CPU into one chip.

Enlarge / Press photo of the Grace Blackwell GB200 chip, which combines two B200 GPUs with a Grace CPU into one chip.

Several major organizations, such as Amazon Web Services, Dell Technologies, Google, Meta, Microsoft, OpenAI, Oracle, Tesla, and xAI, are expected to adopt the Blackwell platform, and Nvidia’s press release is replete with canned quotes from tech CEOs (key Nvidia customers) like Mark Zuckerberg and Sam Altman praising the platform.

GPUs, once only designed for gaming acceleration, are especially well suited for AI tasks because their massively parallel architecture accelerates the immense number of matrix multiplication tasks necessary to run today’s neural networks. With the dawn of new deep learning architectures in the 2010s, Nvidia found itself in an ideal position to capitalize on the AI revolution and began designing specialized GPUs just for the task of accelerating AI models.

Nvidia’s data center focus has made the company wildly rich and valuable, and these new chips continue the trend. Nvidia’s gaming GPU revenue ($2.9 billion in the last quarter) is dwarfed in comparison to data center revenue (at $18.4 billion), and that shows no signs of stopping.

A beast within a beast

Press photo of the Nvidia GB200 NVL72 data center computer system.

Enlarge / Press photo of the Nvidia GB200 NVL72 data center computer system.

The aforementioned Grace Blackwell GB200 chip arrives as a key part of the new NVIDIA GB200 NVL72, a multi-node, liquid-cooled data center computer system designed specifically for AI training and inference tasks. It combines 36 GB200s (that’s 72 B200 GPUs and 36 Grace CPUs total), interconnected by fifth-generation NVLink, which links chips together to multiply performance.

A specification chart for the Nvidia GB200 NVL72 system.

Enlarge / A specification chart for the Nvidia GB200 NVL72 system.

“The GB200 NVL72 provides up to a 30x performance increase compared to the same number of NVIDIA H100 Tensor Core GPUs for LLM inference workloads and reduces cost and energy consumption by up to 25x,” Nvidia said.

That kind of speed-up could potentially save money and time while running today’s AI models, but it will also allow for more complex AI models to be built. Generative AI models—like the kind that power Google Gemini and AI image generators—are famously computationally hungry. Shortages of compute power have widely been cited as holding back progress and research in the AI field, and the search for more compute has led to figures like OpenAI CEO Sam Altman trying to broker deals to create new chip foundries.

While Nvidia’s claims about the Blackwell platform’s capabilities are significant, it’s worth noting that its real-world performance and adoption of the technology remain to be seen as organizations begin to implement and utilize the platform themselves. Competitors like Intel and AMD are also looking to grab a piece of Nvidia’s AI pie.

Nvidia says that Blackwell-based products will be available from various partners starting later this year.

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