Nvidia announced new chips for building and deploying artificial intelligence models at its annual GTC conference on Tuesday. CEO Jensen Huang revealed Blackwell Ultra, a family of chips shipping in the second half of this year, as well as Vera Rubin, the company’s next-generation graphics processing unit, or GPU, that is expected to ship in 2026. Nvidia’s sales are up more than sixfold since its business was transformed by the release of OpenAI’s ChatGPT in late 2022. That’s because its “big GPUs” have most of the market for developing advanced AI, a process called training. Software developers and investors are closely watching the company’s new chips to see if they offer enough additional performance and efficiency to convince the company’s biggest end customers — cloud companies including Microsoft , Google and Amazon — to continue spending billions of dollars to build data centers based around Nvidia chips. “This last year is where almost the entire world got involved. The computational requirement, the scaling law of AI, is more resilient, and in fact, is hyper-accelerated,” Huang said. Tuesday’s announcements are also a test of Nvidia’s new annual release cadence. The company is striving to announce new chip families on an every-year basis. Before the AI boom, Nvidia released new chip architectures every other year.

Full report : Nvidia unveils Blackwell Ultra, a family of AI chips shipping in H2 2025, and Vera Rubin, its next-gen chip with Nvidia’s first custom CPU, slated for H2 2026.