2. The Blackwell B200 and Rubin roadmap
This was the year of the Blackwell GPU architecture ramping up to full production, followed next-generation Rubin architecture. These chips defined the “trillion-parameter” era of large AI workloads.
3. Nvidia and Cisco: The enterprise AI partnership
Nvidia and Cisco strengthened their partnership to bring AI infrastructure to the enterprise. This included the launch of Cisco Nexus HyperFabric with Nvidia AI, designed to make deploying AI clusters easier for standard IT teams.
Cisco’s Nexus integration with Nvidia’s active intelligence is designed to simplify the infiniBand vs. Ethernet complexity for traditional network engineers.
4. Spectrum-X and a win for Ethernet
Nvidia pushed its Spectrum-X Ethernet platform hard in 2025, acknowledging that while InfiniBand is for supercomputers, Ethernet is for the mass enterprise market.
Spectrum-X brings remote direct memory access (RDMA) and low-latency capabilities to standard Ethernet, making it viable for AI workloads in standard enterprise data center networking.
5. US approves H200 chips for China
In late 2025, the US government approved the sale of advanced H200 chips to vetted customers in China (with a 25% tariff/fee). This marked a major shift in US-China tech policy and supply chain dynamics.
