Jensen Huang, CEO of Nvidia, gave important clues to the company’s GPU roadmap. In Nvidia’s presentation at the GTC event, Huang signaled that they will switch to transistor technology in Gate-al-Around (GAA) in future GPU architecture. Huang predicts that new transistors will provide approximately 20 percent performance increase in graphics processors.Gaa transistors are coming
3nm technology, which is the most advanced process technology of today, is still using the Finfet structure. This structure allows the transistor gate to wrap the current channel from three sides. However, as the transistors shrink and the density increases, problems such as electrical leaks come to the fore. The GAA technology allows them to surround the current channels vertically to overcome these problems and to be translated by door from all four sides. This approach optimizes energy efficiency while improving performance. However, this advanced technique increases production costs.
Intel will introduce Panther Lake laptop processors and Clearwater Forest server chips using GAA technology during the 18A process this year. TSMC plans to apply in the A20 chip of the iPhone 18 Pro, which will be released in 2026 with the 2NM N2 process.What’s on Nvidia’s roadmap?
Jensen Huang officially announced Vera Rubin, the next generation GPU of Nvidia. Vera Rubin architecture, which will be produced with the N3 process node of TSMC, is expected to be presented to corporate customers in 2026. Huang also shared early details about Feynman architecture, the successor of Rubin. Feynman is planned to be released in 2028 and GAA transistors are thought to play a critical role in this structure.
Huang said that they would achieve a 20 percent performance increase from GAA transistors and emphasized that this increase is an important development, although not revolutionary. One of the remarkable points in Huang’s speech was that he defined Nvidia as a “AI infrastructure company”. Although Nvidia is known for its gaming GPUs, the rapid growth in the field of artificial intelligence brought the corporate part of the company to a trillion -dollar value.
