NVIDIA Unveils Rubin, Targets Trillion-Dollar AI, Robotics

CEO Jensen Huang unveiled the next-generation Blackwell Ultra GPUs for late 2025, followed by the Rubin AI chip in late 2026 and Rubin Ultra in 2027, underscoring NVIDIA's relentless innovation in hardware. The company projects its data center infrastructure revenue to reach $1 trillion by 2028, driven by insatiable demand for GPUs.

Beyond hardware, NVIDIA introduced Dynamo, a new operating system designed for "AI factories" rather than traditional data centers, indicating a strategic shift towards agent-based computing. Partnerships, such as with GM for self-driving cars, highlight NVIDIA's expansion into critical application domains.

Huang also emphasized "physical AI" or robotics as the next multi-trillion dollar industry, addressing a projected global labor shortage of 50 million workers by the decade's end. This vision positions NVIDIA at the forefront of both digital and physical AI, creating vast new market opportunities.