Nvidia's AI chip roadmap demonstrates structural dominance extending through 2027 and beyond.
A recently shared data center AI chip roadmap provides insight into the current market offerings and the AI chip pipeline through 2027, demonstrating NVIDIA's clear dominance in the data center AI GPU business. The roadmap includes chip makers from NVIDIA, AMD, Intel, Google, Amazon, Microsoft, Meta, ByteDance, and Huawei, mapping out their competitive positions across the coming years.
NVIDIA's current and upcoming product line spans from the Ampere A100 through the Hopper series, including the H100, GH200, and H200 AI GPUs, followed by the Blackwell generation with the B200A, B200 Ultra, GB200 Ultra, and GB200A. Beyond Blackwell comes Rubin and Rubin Ultra, both featuring next-generation HBM4 memory, with the Rubin Ultra reaching 576GB of HBM4 memory in 2027, establishing NVIDIA's long-term technology roadmap.
AMD counters with its growing Instinct MI series of AI accelerators, progressing from the MI250X through the new MI350 and the upcoming MI400 listed for 2026 and beyond. Google maintains a strong third-place position with its TPU series, extending from the TPU v5e through the next-generation TPU v7p arriving in 2025. Intel has its Gaudi 2 and Gaudi 3 on the roadmap, with its next-generation Falcon Shores AI processor not expected until 2H 2025.
NVIDIA's next-generation Rubin R100 AI GPUs are expected to employ a 4x reticle design compared to Blackwell's 3.3x reticle design, manufactured on TSMC's bleeding-edge CoWoS-L packaging technology using the new N3 process node. TSMC recently discussed plans for 5.5x reticle size chips arriving in 2026, featuring a 100 x 100mm substrate that would handle 12 HBM sites, versus the 8 HBM sites on current-generation 80 x 80mm packages.
TSMC is planning a new SoIC design that will enable configurations larger than 8x reticle size on a bigger 120 x 120mm package, though these designs remain in planning stages, suggesting the Rubin R100 AI GPUs will likely feature approximately 4x reticle size.