The Latest Breaking News from Blackwell

Nvidia's Blackwell can deliver 3.7X – 4X higher performance than Hopper H100 processors in generative AI inferencing, according to Nvidia. That's using FP4 vs. FP8 and comparing a single B200 to four H100 GPUs as well.

Investors will be keen to see if a reported design flaw in its Blackwell chips presents a risk to the exponential growth of its AI business.

Nvidia is set to announce its Q2 2024 earnings, and investors are watching closely to see if the AI chip leader can maintain its edge amid supply chain issues and competition. With its strong financial performance and positive analyst sentiment, Nvidia appears well-positioned for continued growth.

Nvidia showed Blackwell servers being installed and discussed its data center and AI GPU and CPU roadmap in advance of the Hot Chips 2024 conference. Despite reported delays, Blackwell systems are coming online.

Supermicro says Blackwell got 'pushed out a little bit,' but demand for AI servers is so high that it will not have any meaningful impact on its financial performance.

Sources say the first half of 2025 is more likely.

Nvidia is about to start sampling of Blackwell GPUs for AI applications.

Morgan Stanley says AI server makers can earn $210 billion on AI servers next year.

The rumor mill would have us believe that Nvidia’s RTX Titan is set to make a shock return with Blackwell graphics cards.

Nvidia is reportedly preparing a China-focused variant of its Blackwell B200 AI GPU, dubbed the B20. This will inevitably require some serious alterations and modifications to comply with U.S. export restrictions, which effectively cap performance at around 600 TFLOPS FP8 — the standard B200 is about 7.5 times that fast.

A prominent hardware leaker has some bad news for enthusiasts impatiently waiting for Nvidia's next generation of consumer graphics cards. 'I think we won't see RTX 50 until CES,' wrote Kopite7kimi earlier today. Sprinkle liberally with the usual skepticism, naturally.