2. The Blackwell B200 and Rubin roadmap
This was the 12 months of the Blackwell GPU structure ramping as much as full manufacturing, adopted next-generation Rubin structure. These chips outlined the “trillion-parameter” period of huge AI workloads.
3. Nvidia and Cisco: The enterprise AI partnership
Nvidia and Cisco strengthened their partnership to convey AI infrastructure to the enterprise. This included the launch of Cisco Nexus HyperFabric with Nvidia AI, designed to make deploying AI clusters simpler for normal IT groups.
Cisco’s Nexus integration with Nvidia’s lively intelligence is designed to simplify the infiniBand vs. Ethernet complexity for conventional community engineers.
4. Spectrum-X and a win for Ethernet
Nvidia pushed its Spectrum-X Ethernet platform onerous in 2025, acknowledging that whereas InfiniBand is for supercomputers, Ethernet is for the mass enterprise market.
Spectrum-X brings distant direct reminiscence entry (RDMA) and low-latency capabilities to straightforward Ethernet, making it viable for AI workloads in normal enterprise information heart networking.
5. US approves H200 chips for China
In late 2025, the US authorities permitted the sale of superior H200 chips to vetted clients in China (with a 25% tariff/payment). This marked a serious shift in US-China tech coverage and provide chain dynamics.
