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NVIDIA Blackwell Architecture Unveiled

Date: March 18, 2024
Company: Google
Category: Hardware & Infrastructure

Narrative

Next-gen GPU. 30x AI performance vs H100 for inference. GB200 systems. Shipping late 2024.

NVIDIA GTC

Reality

Architecture credible. But production delayed. Supply constraints. Pre-orders massive. Actually shipped in limited quantities Q1 2025.

Implication

Roadmap established. But supply issues persist. Competition from AMD, Google TPU. Inference optimization focus correct.

Tags

  • nvidia
  • gpu
  • inference