06:50 AM EDT, 03/19/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

NVIDIA ( NVDA ) unveiled its next-gen GPU roadmap at GTC 2025, with Blackwell Ultra launching in 2H25, featuring 20 petaflops of AI performance and 288GB memory, followed by Rubin in 2H26 and Rubin Ultra in 2H27. The Rubin NVL144 configuration, when paired with the new Vera CPU, will support up to 50 petaflops for inference, while Rubin Ultra will feature up to 576 GPUs with HBM4e technology. CEO Jensen Huang, doubling down on comments made in late February, emphasized that reasoning models like DeepSeek will require 100x more compute power, despite being smaller than traditional LLMs in most cases. It also announced next-gen networking solutions, including Spectrum-X and Quantum-X switches with silicon photonics (co-packaged optics), promising double the speed and 5x greater scalability. We think NVDA's product roadmap, along with its new NVIDIA Dynamo software platform and new announcements on the automotive/robotics side (e.g., GM partnership, Halos, Isaac GROOT N1), positions it well for growing AI compute demand.