➀ NVIDIA确认Blackwell Ultra和Vera Rubin AI架构进展顺利，预计在GTC 2025上将有重大宣布；
➁ 尽管初期有延误，但生产已加速，保持了年度发布节奏；
➂ 新一代Rubin AI GPU将采用先进的HBM4内存，SK hynix、三星和美光等合作伙伴参与其中。
Recent #Blackwell Ultra news in the semiconductor industry
➀ AI servers are expected to consume over 1000 kW of power due to NVIDIA's upcoming Rubin Ultra AI GPU and HBM4 memory; ➁ Current AI servers use 130-250 kW, but future models like Blackwell Ultra and Rubin AI servers will require 250-900 kW, with up to 576 GPUs per rack by 2026-2027; ➂ NVIDIA's future AI servers with Rubin Ultra AI GPUs will use 1000 kW or more by 2028-2029+.