Nvidia Extends AI Reign To 2028: JPMorgan Says It's Still '1-2 Steps Ahead'

Nvidia Corp NVDA isn't just pushing the AI envelope — it's rewriting the entire playbook.

At GTC 2025, the chip giant laid out a roadmap stretching to 2028, reinforcing its "aggressive one-year product cadence" and solidifying its dominance in AI acceleration, said JPMorgan analyst Harlan Sur.

The Big Reveal: Blackwell Ultra & Beyond

CEO Jensen Huang took the stage to announce that Nvidia is on track for a second-half 2025 rollout of Blackwell Ultra (B300), which will deliver a 50% boost in compute performance over the current Blackwell chips.

That's a massive leap, but it's just the beginning.

AI Scaling Laws Are Changing

Sur noted that "AI model innovations, such as DeepSeek, should drive significantly higher compute complexity and require higher compute performance/intensity."

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Nvidia showcased this reality, demonstrating that advanced reasoning models demand 20 times more tokens and 150 times more compute power than traditional large language models.

Rubin GPU To Shake Up The Market

By late 2026, Nvidia will roll out Rubin, a new GPU architecture that Sur highlighted as offering 3.3 times the performance of Blackwell Ultra, thanks to next-gen HBM4 DRAM with 288GB capacity. But it doesn't stop there—by 2027, the Rubin Ultra NVL 576 will introduce a 144-GPU chipset based on a 4-chiplet architecture, delivering a staggering 14x boost over Blackwell Ultra NVL72.

Networking & Robotics – The Next Frontier?

While Nvidia remains committed to copper cabling, the company is exploring co-packaged optics (CPO) for future applications. However, Sur pointed out that its adoption could be limited due to concerns around "technical challenges, reliability/manufacturability concerns, and vendor lock-in."

Meanwhile, Nvidia isn't stopping at AI chips—it's leveraging its full-stack development platform to expand into humanoid robotics, a sector that could redefine automation in the coming years.

JPMorgan isn't budging on its bullish stance, reiterating that "Nvidia continues to remain 1-2 steps ahead of its competitors."

With a $170 price target, Wall Street sees plenty of upside as the AI revolution powers forward.

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