Nvidia updates data center roadmap with Rosa CPU and stacked Feynman GPUs — optical NVLink, Groq LPUs with NVFP4, and NVLink also on deck

Nvidia unveiled updates to its data center roadmap at the GPU Technology Conference, introducing the Rosa CPU and stacked Feynman GPUs. The new GPUs will utilize die stacking and custom HBM memory, alongside the Rosa CPUs not previously mentioned in the roadmap. The roadmap includes plans for various processors like the Groq LP30 and BlueField-4 this year, with future updates in 2027 and 2028 introducing advanced AI accelerators, LPUs, and optical NVLink switches. Nvidia aims to enhance performance and scalability with these new architectures and components, positioning itself competitively in the data center market.