Nvidia’s next chips are named after Vera Rubin, woman who discovered dark matter
Jensen Huang, co-founder and CEO of Nvidia, displays the new Blackwell GPU chip during the Nvidia GPU Technology Conference in San Jose, California, on March 18, 2024.
David Paul Morris/Bloomberg via Getty Images
Nvidia CEO Jensen Huang is expected to reveal details about Rubin, the chipmaker’s next AI graphics processor, on Tuesday at the company’s annual GTC conference.
While other tech companies usually name their products using combinations of inscrutable letters and numbers, most of Nvidia’s most recent GPU architectures have been named after famous women scientists.
Nvidia is naming its next critical AI chip platform after Vera Rubin, an American astronomer.
The company has never explained its naming convention, and hasn’t emphasized the diversity aspect of its choices, but Nvidia’s chip names that highlight women and minority scientists are one of the most visible efforts to honor diversity in the tech industry during a period where diversity, equity and inclusion, or DEI, initiatives are being slashed by the Trump administration.
Rubin discovered a lot of what is known about “dark matter,” a form of matter that could make up a quarter of the matter of the universe and which doesn’t emit light or radiation, and she advocated for women in science throughout her career.
Nvidia has been naming its architectures after scientists since 1998, when its first chips were based on the company’s “Fahrenheit” microarchitecture. It’s part of the company’s culture – Nvidia used to sell an employee-only t-shirt with cartoons of several famous scientists on it.
It’s one of Nvidia’s quirks that has received more attention as it’s risen to become one of the three most-valuable tech companies and one of the most important suppliers to Google, Microsoft, Amazon, OpenAI, Tesla and Meta.
Investors want to hear on Tuesday how fast the Rubin chips will be, what configurations it will come in and when it might start shipping.
Before revealing a new architecture, Nvidia CEO Jensen Huang usually gives a one-sentence biography of the scientist it’s named after.
“I’d like to introduce you to a very, very big GPU named after David Blackwell, mathematician, game theorist, probability,” Huang said at last year’s GTC conference. “We thought it was a perfect name.”
Rubin is a fitting name for Nvidia’s next chip, which comes as the company tries to solidify the gains it has made in recent years as the leader in AI hardware. “Vera” will refer to Nvidia’s next-generation central processor, and “Rubin” will refer to Nvidia’s new GPU.
FILE PHOTO: World famous astronomer Vera Rubin, 82, in her office at Carnegie Institution of Washington in Washington, DC on January 14, 2010.
Linda Davidson | The Washington Post | Getty Images
Born in Philadelphia in 1928, Rubin studied deep space and worked with other scientists to develop better telescopes and instruments that could collect more detailed data about the universe. In 1968, according to a Nova documentary, she started observing the Andromeda galaxy and collecting the data that would upend science’s understanding of our universe.
Her primary claim to fame came after she observed how quickly galaxies rotate.
“The presumption was that the stars near the center of a galaxy would be orbiting very rapidly, and stars at the outside would be going very slowly,” Rubin said in 1987.
But Rubin realized that she was observing that outer stars were moving quickly, contrary to expectations. They weren’t flying out of orbit, which meant that there had to be more mass scientists weren’t observing — confirming the concept of dark matter.
She was acclaimed during her lifetime, published over 100 papers and held three advanced degrees, but she still faced discrimination because of her sex. Early in her career, Rubin wasn’t allowed to collect her own data, and some observatories didn’t allow women, according to the documentary.
Rubin died in 2016. In 2019, the Vera C. Rubin Observatory, a state-of-the-art telescope in Chile, was named after her. A biography on the federally-funded observatory’s website was edited to remove details about her advocacy for women in science earlier this year, according to ProPublica.
“I hope you will love your work as I love doing astronomy,” Rubin said at a commencement address in 1996. “I hope that you will fight injustice and discrimination in all its guises.”
Rubin isn’t the first woman to be honored with an Nvidia chip named after her.
Before Blackwell, who was the first Black American inducted into the National Academy of Sciences, Nvidia’s most advanced AI chip family was Hopper, named after American computer scientist Grace Hopper, who coined the term “bug” to refer to computer glitches. In 2022, Nvidia released its “Ada Lovelace” architecture, named after the British mathematician who pioneered computer algorithms in the 19th century.
The scientist names used to be a secondary naming convention, taking a back seat to the actual product name, and primarily appearing in marketing copy. Nvidia users more frequently referred to the “H100” chip or marketing names for consumer graphics cards like GeForce RTX 3090.
But last year, Huang emphasized that Blackwell wasn’t a single chip, it was a technology platform, and Nvidia increasingly started using the term “Blackwell” to refer to all of the company’s latest-generation AI products, such as its GB200 chip and DGX server racks.
Keeping momentum going
Now investors and analysts track how many “Hoppers” are in use, and big companies brag about having early access to “Blackwell.”
It’s critical for Nvidia that Rubin achieve the same last-name familiarity level as Hopper and Blackwell.
The company’s sales more than doubled in its fiscal 2025, ended January, to $124.62 billion, thanks to durable sales for the company’s Hopper chips and early demand for the company’s Blackwell chips.
In order to keep growth rising, Nvidia needs to deliver a next-generation chip that justifies its cost and improves on the previous generation’s speeds, power efficiency and cost of ownership.
The company has targeted 2026 for a rollout of the Vera chips, according to an investor presentation last fall. In addition to Vera Rubin, Nvidia is expected to discuss Blackwell Ultra, an updated version of its Blackwell chips that analysts expect the company to start selling later this year.
Huang also teased during an earnings call last month that he’ll show the “next click” after Vera Rubin. That architecture will likely be named after a scientist, too.
“These products should excite partners at the conference ranging from Microsoft to Dell to sovereigns, which normally would please investors,” Melius Research analyst Ben Reitzes wrote in a note on Monday.
Tuesday’s keynote will also be a test of Nvidia’s relatively new release cadence, where it strives to reveal new chips on an annual basis. Investors will also want to see whether Nvidia can continue to impress tech critics and developers while releasing new chip families on a faster schedule than it’s used to. Blackwell was announced last March, and its sales started showing up in Nvidia’s October quarter.
WATCH: Final Trades: Nvidia, Taiwan Semi, Amazon and the IEFA
U.S. President Donald Trump (right) and C.C. Wei, chief executive officer of Taiwan Semiconductor Manufacturing Co. (left), shake hands during an announcement of an additional $100 billion into TSMC’s U.S. manufacturing at the White House in Washington, DC, U.S., on March 3, 2025.
Bloomberg | Bloomberg | Getty Images
The latest version of U.S. President Donald Trump’s “big beautiful bill” could make it cheaper for semiconductor manufacturers to build plants in the U.S. as Washington continues its efforts to strengthen its domestic chip supply chain.
Under the bill, passed by the Senate Tuesday, tax credits for those semiconductor firms would rise to 35% from 25%. That’s more than the 30% increase that had made it into a draft version of the bill.
Companies eligible for the credits could include chipmakers such as Intel, Taiwan Semiconductor Manufacturing Company and Micron Technology, provided that they expand their advanced manufacturing in the U.S. ahead of a 2026 deadline.
The new provisions expand on tax incentives under the 2022 CHIPS and Science Act, which provided grants of $39 billion and loans of $75 billion for U.S.-based semiconductor manufacturing projects.
But before the expanded credits come into play, Trump’s sweeping domestic policy package will have to be passed again in the House, which narrowly passed its own version last month. The president has urged lawmakers to get the bill passed by July 4.
Trump versus Biden
Since Trump’s first term, Washington has been trying to onshore more of the advanced semiconductor supply chain from Asia, support its domestic players and limit China’s capabilities.
Although tax provisions in Trump’s sweeping policy bill expand on those in the Biden administration’s CHIPS Act, his overall approach to the semiconductor industry has been different.
Earlier this year, the president even called for a repeal of the CHIPS Act, though Republican lawmakers have been reluctant to act on that front. Still, U.S. Commerce Secretary Howard Lutnick said last month that the administration was renegotiating some of the Biden administration’s grants.
Trump has previously stated that tariffs, as opposed to the CHIPS Act grants, would be the best method of onshoring semiconductor production. The Trump administration is currently conducting an investigation into imports of semiconductor technology, which could result in new duties on the industry.
In recent months, a number of chipmakers with projects in the U.S. have ramped up planned investments there. That includes the world’s largest contract chipmaker, TSMC, as well as American chip companies such as Nvidia, Micron and GlobalFoundries.
According to Daniel Newman, CEO at tech advisory firm Futurum Group, the threat of Trump’s tariffs has created more urgency for semiconductor companies to expand U.S. capacity. If the increased investment tax credits come into law, those onshoring efforts are only expected to accelerate, he told CNBC.
“Given the risk of tariffs, increasing manufacturing in the U.S. remains a key consideration for these large semiconductor companies,” Newman said, adding that the tax credits could be seen as an opportunity to offset certain costs related to U.S.-based projects.
Elon Musk, chief executive officer of Tesla Inc., during a meeting between US President Donald Trump and Cyril Ramaphosa, South Africa’s president, not pictured, in the Oval Office of the White House in Washington, DC, US, on Wednesday, May 21, 2025.
Jim Lo Scalzo | Bloomberg | Getty Images
Tesla shares have dropped 7% from Friday’s closing price of $323.63 to the $300.71 close on Tuesday ahead of the company’s second-quarter deliveries report.
Wall Street analysts are expecting Tesla to report deliveries of around 387,000 — a 13% decline compared to deliveries of nearly 444,000 a year ago, according to a consensus compiled by FactSet. Prediction market Kalshi told CNBC on Tuesday that its traders forecast deliveries of around 364,000.
Shares in the electric vehicle maker had been rising after Tesla started a limited robotaxi service in Austin, Texas, in late June and CEO Elon Musk boasted of its first “driverless delivery” of a car to a customer there.
The stock price took a turn after Musk on Saturday reignited a feud with President Donald Trump over the One Big Beautiful Bill Act, the massive spending bill that the commander-in-chief endorsed. The bill is now heading for a final vote in the House.
That legislation would benefit higher-income households in the U.S. while slashing spending on programs such as Medicaid and food assistance.
Musk did not object to cuts to those specific programs. However, Musk on X said the bill would worsen the U.S. deficit and raise the debt ceiling. The bill includes tax cuts that would add around $3 trillion to the national debt over the next decade, according to an analysis by the Congressional Budget Office.
The Tesla CEO has also criticized aspects of the bill that would cut hundreds of billions of dollars in support for renewable energy development in the U.S. and phase out tax credits for electric vehicles.
Such changes could hurt Tesla as they are expected to lower EV sales by roughly 100,000 vehicles per year by 2035, according to think tank Energy Innovation.
The bill is also expected to reduce renewable energy development by more than 350 cumulative gigawatts in that same time period, according to Energy Innovation. That could pressure Tesla’s Energy division, which sells solar and battery energy storage systems to utilities and other clean energy project developers.
Trump told reporters at the White House on Tuesday that Musk was, “upset that he’s losing his EV mandate,” but that the tech CEO could “lose a lot more than that.” Trump was alluding to the subsidies, incentives and contracts that Musk’s many businesses have relied on.
SpaceX has received over $22 billion from work with the federal government since 2008, according to FedScout, which does federal spending and government contract research. That includes contracts from NASA, the U.S. Air Force and Space Force, among others.
Tesla has reported $11.8 billion in sales of “automotive regulatory credits,” or environmental credits, since 2015, according to an evaluation of the EV maker’s financial filings by Geoff Orazem, CEO of FedScout.
These incentives are largely derived from federal and state regulations in the U.S. that require automakers to sell some number of low-emission vehicles or buy credits from companies like Tesla, which often have an excess.
Regulatory credit sales go straight to Tesla’s bottom line. Credit revenue amounted to approximately 60% of Tesla’s net income in the second quarter of 2024.
WATCH: Threats to SpaceX & Tesla as Musk, Trump feud heats up
-
Sports3 years ago‘Storybook stuff’: Inside the night Bryce Harper sent the Phillies to the World Series
-
Sports1 year agoStory injured on diving stop, exits Red Sox game
-
Sports2 years agoGame 1 of WS least-watched in recorded history
-
Sports2 years agoMLB Rank 2023: Ranking baseball’s top 100 players
-
Sports4 years ago
Team Europe easily wins 4th straight Laver Cup
-
Environment2 years agoJapan and South Korea have a lot at stake in a free and open South China Sea
-
Sports2 years agoButton battles heat exhaustion in NASCAR debut
-
Environment2 years agoGame-changing Lectric XPedition launched as affordable electric cargo bike