NVIDIA GTC 2024: Blackwell Announced
Narrative
Blackwell GPU architecture. 30x performance for LLM inference. GB200 systems. Available late 2024.
Reality
Architecture detailed. Performance claims credible. But production delayed to Q4 2024 and beyond. Pre-orders massive. Supply constrained.
Implication
Next-gen compute roadmap clear. But supply constraints continuing. Inference optimization priority. NVIDIA dominance reinforced despite competition.