Nvidia will now make new AI chips every year
Nvidia just made $14 billion worth of profit in a single quarter thanks to AI chips, and it’s hitting the gas from here on out: Nvidia will now design new chips every year instead of once every two years, according to Nvidia CEO Jensen Huang.
“I can announce that after Blackwell, there’s another chip. We’re on a one-year rhythm,” Huang just said on the company’s Q1 2025 earnings call.
Until now, Nvidia’s produced a new architecture roughly once every two years — revealing Ampere in 2020, Hopper in 2022, and Blackwell in 2024, for example.
(The industry darling H100 AI chip was Hopper, and the B200 is Blackwell, though those same architectures are used in gaming and creator GPUs as well.)
But analyst Ming-Chi Kuo reported earlier this...