On the near horizon — H2 2025 — Nvidia will release Blackwell Ultra, a GPU that’ll come in several configurations. A single Ultra chip will offer the same 20 petaflops of AI performance as Blackwell, but with 288GB of memory — up from 192GB in vanilla Blackwell.

This year’s Blackwell Ultra isn’t what we originally expected, when Nvidia said last year that it would begin producing new AI chips on a yearly cadence, faster than ever before. But Nvidia quickly moved on from Blackwell Ultra during today’s GDC keynote to reveal its next architecture,

The industry needs 100 times more than we thought we needed this time last year,” said Nvidia founder and CEO Jensen Huang, emphasising the insatiable demand for AI computing power. The Blackwell Ultra GB300,