← Back to Intelligence

Blackwell Ultra GB300 Ships

Date: July 15, 2025
Company: NVIDIA
Category: Hardware & Infrastructure

Narrative

Mid-cycle refresh. 50% more performance than GB200. 15 petaflops FP4 per GPU. 1.1 exaflops per rack. Drop-in compatible.

NVIDIA

Reality

Performance gains verified. Compatibility working. Supply constrained at launch. Hyperscalers prioritized. Six-month lifespan before Rubin narrative began.

Implication

Validated mid-cycle refresh strategy. Maintained competitive pressure between major architectures. Accelerated depreciation cycles. AMD MI400 delay looked worse.

Tags

  • nvidia
  • gpu
  • infrastructure