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

Swing beat —

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

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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A top-secret Chinese spy satellite just launched on a supersized rocket

A Long March 5 rocket, the largest launcher in China's inventory, deployed a classified Chinese military satellite into orbit Friday.

Enlarge / A Long March 5 rocket, the largest launcher in China’s inventory, deployed a classified Chinese military satellite into orbit Friday.

China’s largest rocket apparently wasn’t big enough to launch the country’s newest spy satellite, so engineers gave the rocket an upgrade.

The Long March 5 launcher flew with a payload fairing some 20 feet (6.2 meters) taller than its usual nose cone when it took off on Friday with a Chinese military spy satellite. This made the Long March 5, with a height of some 200 feet, the tallest rocket China has ever flown.

Adding to the intrigue, the Chinese government claimed the spacecraft aboard the Long March 5 rocket, named Yaogan-41, is a high-altitude optical remote sensing satellite. These types of surveillance satellites usually fly much closer to Earth to obtain the sharpest images possible of an adversary’s military forces and strategically important sites.

This could mean a few things. First, assuming China’s official description is accurate, the satellite could be heading for a perch in geosynchronous orbit, a position that would afford any Earth-facing sensors continuous views of a third of the world’s surface. In this orbit, the spacecraft would circle Earth once every 24 hours, synchronizing its movement with the planet’s rotation.

Because this mission launched on China’s most powerful rocket, with the longer payload fairing added on, the Yaogan-41 spacecraft is presumably quite big. The US military’s space tracking network found the Yaogan-41 satellite in an elliptical, or oval-shaped, soon after Friday’s launch. Yaogan-41’s trajectory takes it between an altitude of about 121 miles (195 kilometers) and 22,254 miles (35,815 kilometers), according to publicly available tracking data.

This is a standard orbit for spacecraft heading into geosynchronous orbit. It’s likely in the coming weeks that the Yaogan-41 satellite will maneuver into this more circular orbit, where it would maintain an altitude of 22,236 miles (35,786 kilometers) and perhaps nudge itself into an orbit closer to the equator.

Staring down from space

In an official statement, China’s state-run Xinhua news agency claimed Yaogan-41 will be used for civilian purposes, such as land surveys and agricultural monitoring. In reality, China uses the Yaogan name as a blanket identifier for most of its military satellites.

US military officials will closely watch to see where Yaogan-41 ends up. If it settles into geosynchronous orbit over the Indian or Pacific Oceans, as analysts expect, Yaogan-41 would have a constant view of China, Taiwan, and neighboring countries.

From such a high altitude, Yaogan-41’s optical imager won’t have the sharp vision of a satellite closer to Earth. But it’s easy to imagine the benefits of all-day coverage, even at lower resolution, without China’s military needing to wait hours for a follow-up pass over a potential target from another satellite in low-Earth orbit.

In August, China launched a synthetic aperture radar surveillance satellite into a geosynchronous-type orbit using a medium-lift Long March 7 rocket. This spacecraft can achieve 20-meter (66-foot) resolution at Earth’s surface with its radar instrument, which is capable of day-and-night all-weather imaging.

Optical payloads, like the one on Yaogan-41, are restricted to daytime observations over cloud-free regions. China launched a smaller optical remote sensing satellite into geosynchronous orbit in 2015, ostensibly for civilian purposes.

Although Chinese officials did not disclose the exact capabilities of Yaogan-41, it would almost certainly have the sensitivity to continually track US Navy ships and allied vessels across a wide swath of the Indo-Pacific. Aside from its use of the larger payload fairing, the Long March 5 rocket used to launch Yaogan-41 can haul approximately 31,000 pounds (14 metric tons) of payload mass into the orbit it reached on Friday’s launch.

This suggests China could have equipped Yaogan-41 with a large telescope to stare down from space. Notably, China acknowledged Yaogan-41’s purpose as an optical imaging satellite. China’s government doesn’t always do that. Perhaps this is a signal to US officials.

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