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Nvidia bets on high demand for more computing power with new AI chip

CEO Jensen Huang unveils Vera Rubin semiconductor and says appetite for ever-faster ones and software will continue to grow

Nvidia has unveiled the next generation of its artificial intelligence chips, marking a bet that the arrival of “reasoning” AI systems such as DeepSeek will spur even greater demand for computing power.

Jensen Huang, Nvidia’s chief executive, reassured investors at the chipmaker’s annual GTC conference on Tuesday that the spending spree on AI infrastructure over the past two years, and appetite for ever-faster AI chips and software, would continue to grow.

Nvidia said its new Vera Rubin AI chips, named after the American astronomer who discovered dark matter, can be developed into clusters of millions of units, meaning they can be used to train much larger AI models and serve up more sophisticated responses to greater numbers of users.

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