NVIDIACEOの黄仁勲はワシントンで開催されたGTCでAI市場のバブル論を否定し、新世代のBlackwellとRubinチップが今後の数四半期で5000億ドルの収益を生み出すと予測している。これはNVIDIAがアメリカの首都で初めてこの会議を開催した。
Nvidiaは2026年リリース予定のVera Rubinマイクロアーキテクチャを開発中。特に100万トークン超のAI処理向けRubin CPXを設計。CEO黄氏はAI計算の飛躍を期待。....
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