NVIDIA Blackwell GPUs Begin Shipping
Narrative
GB200 systems deliver 30x performance vs H100 for LLM inference. 20 petaFLOPS AI performance. Power efficiency breakthrough for reasoning workloads.
Reality
Initial shipments to hyperscalers confirmed. Performance claims verified in benchmarks. But supply constrained through Q1. DeepSeek efficiency story reduced urgency for some customers.
Implication
Continued NVIDIA hardware dominance. But Chinese efficiency advances raised questions about necessity of cutting-edge hardware. Inference optimization became focus.