Overview
- At GTC in San José, CEO Jensen Huang said last year’s pipeline included nearly $500 billion in demand and purchase orders for Blackwell and Rubin through 2026.
- The Vera Rubin platform is slated to start shipping by year‑end, joined by a new Vera CPU and the Groq 3 language processing unit built from Nvidia’s Groq asset acquisition.
- Nvidia introduced Vera Rubin Space‑1 to power orbital data centers and previewed DLSS 5 for higher‑fidelity gaming expected in the fall.
- Nvidia and Uber announced a robotaxi service targeted to begin in Los Angeles and San Francisco in the first half of 2027, with plans to expand to 24 cities in 2028.
- Shares rose up to about 2% during the event and the company’s market value is around $4.5 trillion after a recent peak near $5 trillion, while Nvidia says all of its engineers use AI coding assistants.