Anthropic Predicts Major AI Capability Jump In 2028 With Nvidia Rubin Ultra

Anthropic is anticipating another big step-function increase in AI model capabilities in 2028 which will come with Nvidia's Rubin Ultra NVL576

I personally think there will be again issues with cooling and powering these insane 600kW racks. So with some delays factored in, late 2028 or early 2029 seems like a good guess for the arrival of 100T models.

Dario reiterates in his latest article: Powerful AI ("AGI") is coming in 2028.

As a reminder, here's what he said about it in Machines of Loving Grace:

"Powerful AI" describes a system that is not just better than humans at individual tasks, but smarter than top experts across most important domains, able to reason, create, code, research, and act autonomously through digital interfaces.

and

"A country of geniuses in a datacenter" means that millions of these highly capable AI agents could run in parallel, working faster than humans and collaborating like an entire nation of Nobel-level experts compressed into computing infrastructure.

In the latest blogpost they write:

"When US frontier labs release new models in 2028 that achieve step-function advances in capabilities (similar to the relative impact of Mythos Preview in April 2026)"