At its annual GTC developer conference, Nvidia (NVDA) unveiled new microchips for building artificial intelligence (AI) models and announced a partnership with General Motors (GM).
Nvidia CEO Jensen Huang revealed details of the company’s new Blackwell Ultra microchips that begin shipping in the second half of this year, and Vera Rubin chips that are the company’s next-generation graphics processing unit, or GPU, and scheduled to ship in 2026.
Investors are closely watching the company’s new chips to see if they offer enough power and performance to continue driving demand and sales at the company.
Other technology companies, such as Microsoft (MSFT) and Alphabet (Google) are among the biggest customers for Nvidia’s microchips and processors.
Nvidia also announced that its next chip architecture following Rubin will be named after physicist Richard Feynman, continuing a company tradition of naming chips after scientists.
Nvidia’s Feynman chips are expected to be available in 2028.
The chipmaker also announced that it is partnering with automotive giant General Motors to develop next-generation vehicles that incorporate AI and driver-assistance systems.
The deal between Nvidia and GM also includes jointly developing new automotive factories.
The companies said the new initiatives will include building custom artificial intelligence systems using Nvidia’s compute platforms to optimize GM’s manufacturing facilities and its robotics.
The Detroit automaker also said that it plans to employ “Nvidia Drive AGX” for its future advanced driver-assistance systems and in-cabin experiences.
The value of the partnership was not disclosed. But for Nvidia, the deal gives the company a new sales channel for its microchips and processors that can be employed in automobiles.
GM already uses Nvidia GPUs for training AI models across various areas of its business, including in vehicle simulators.
Nvidia’s stock is down 17% so far in 2025 and trading at $115.43 U.S. per share.
