NVDA has just announced the next-generation AI system
Vera Rubin aims directly at the AI computing power and energy bottleneck. Release date: second half of 2026. Its comparison target is the current Blackwell architecture.
If NVIDIA's indicators come true, the improvements in this generation of systems will be very radical: Compared to Blackwell: ? Performance power consumption increased by 10 times ? Inference token cost reduced by 10 times ? The same MoE model only requires 14 GPUs for training. What does this mean? The core cost structure of AI may be rewritten once again.
Why is NVIDIA making such a radical upgrade? Because the demand for AI computing power is growing at an extreme speed.
Currently, there are three very obvious trends in the industry:
First: The scale of models is still exploding. Many institutions predict that:
Model parameter scale will grow about 10 times each year. Second: The demand for computing power during the inference stage is skyrocketing. With the development of inference capabilities and reasoning (thinking-type AI), models require more tokens to answer questions.
Token usage during the testing phase:
May grow more than 5 times each year. Third: Token costs must continue to decrease. For AI to be applied at scale, the cost per token must continue to decline.
The industry trend is roughly: A decrease of about 10 times each year. These three things combined create a huge problem: The demand for AI computing power far exceeds the existing infrastructure.
In other words: The real bottleneck of AI is no longer just the GPU.
But rather: Electricity data centers energy efficiency. Vera Rubin's design goal is actually very clear: to directly address the energy and computing power bottleneck of AI.
If NVIDIA's roadmap holds, the logic of future AI computing will evolve into larger models, more complex reasoning, and lower token costs. These changes will further drive AI Agent, AI search, and AI automation systems into a truly large-scale application phase.
From an industrial structure perspective, the next round of AI competition is not just about model competition. It will be a comprehensive competition in chips, computing power, energy, and infrastructure.
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