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 #GTC 2025 news in the semiconductor industry
➀ NVIDIA is set to unveil its GB300 AI server platform at GTC 2025; ➁ The new B300 AI GPUs will offer up to 1400W power and 1.5x FP4 performance over the B200; ➂ The GB300 will feature 288GB HBM3E memory, improved connectivity, and a slot design.