Nvidia’s recent announcements at Computex in Taiwan have truly showcased the company’s evolution beyond its traditional GPU-centric approach, as underscored by analysts at Wells Fargo. During CEO Jensen Huang’s keynote address, Nvidia unveiled a groundbreaking lineup, including the introduction of a new Blackwell Ultra chip set for release in 2025 and tantalizing hints about the Rubin platform slated for 2026. Additionally, Nvidia made waves with the widespread adoption of its Spectrum-X Ethernet AI-optimized networking platform.
The Spectrum-X Ethernet platform garnered particular attention from Wells Fargo analysts, who highlighted its ability to support 512 radix scaling by 2025 with the Spectrum-X800 Ultra and 102.4T silicon, projected to scale up to millions of GPUs by 2026 with the Spectrum-X1600. The analysts emphasized Nvidia’s commitment to moving Spectrum-X to an annual cadence, signaling a proactive stance toward innovation and development.
Anticipation swirled around the Rubin platform, set to debut in 2026, which promises to integrate cutting-edge components like the NVLink v6 switch, Vera CPUs, and the CX9 SuperNIC. The Rubin GPU is poised to feature 8 HBM4 chips, while the “Rubin Ultra” variant will elevate performance with 12 HBM4 chips, positioning Nvidia at the forefront of technological advancement.
In addition to these hardware innovations, Nvidia announced strategic partnerships with automotive giants Mercedes and Jaguar-Land Rover, slated to launch the DRIVE platform in 2025 and 2026, respectively. Wells Fargo analysts noted the significance of these collaborations as potential inflection points for Nvidia’s Auto segment, highlighting the company’s expanding footprint in the automotive industry.
Nvidia’s commitment to NVDA Inference Microservices (NIMs) also drew praise from analysts, leveraging the extensive installed base of CUDA GPUs. With over five million developers across various industries, Nvidia’s CUDA ecosystem has become a cornerstone of innovation, fueling a virtuous cycle of technological advancement.
Furthermore, Nvidia’s next-generation Blackwell GPUs, already in production, are set to redefine energy efficiency standards. With sample shipments expected in the second fiscal quarter of 2025 and revenue projected to ramp up in the latter half of the year, these GPUs are poised to deliver over 300 times improved energy efficiency compared to their predecessors, marking a significant milestone in Nvidia’s pursuit of sustainable innovation.