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Nvidia signals Blackwell Ultra GPU ramp in early 2026 to meet AI demand
Nvidia plans Blackwell Ultra GPU ramp in early 2026 to meet rising AI-training compute demand; foundry capacity will be crucial.
Nvidia told partners it expects to begin shipping its next-generation Blackwell Ultra GPUs in early 2026, targeting a substantial uplift in AI training efficiency and throughput. The company says the new chips will deliver material energy-efficiency gains and higher double-precision performance for large-scale model training. Hyperscalers and cloud providers are expected to pre-book capacity; analysts say the launch will intensify competition for wafer allocation and heighten focus on foundry ramp rates and supply-chain resilience as AI compute demand surges.