# Blackwell
Latest news and articles about Blackwell
Total: 7 articles found
The Central Bank of AI: Nvidia Denies Product Delays Amidst Rising Supply Chain Tensions
Nvidia has denied reports of a year-long delay for its Kyber NVL144 AI racks following claims from SemiAnalysis regarding manufacturing difficulties. The situation has also revealed Nvidia's 'backstop' strategy, where the company uses its credit rating to help customers secure loans for hardware purchases, essentially acting as a financial engine for the AI industry.
The AI Factory Blueprint: How Nvidia’s Computex Vision Reconfigures the Global Tech Supply Chain
Nvidia has utilized Computex to unveil its 'AI Factory' strategy, moving beyond GPUs to a full-stack hardware ecosystem that spans from massive data centers to localized AI PCs. This shift is driving a systemic demand for infrastructure, particularly benefiting the global optical communications supply chain and signaling a new phase of AI integration in consumer electronics.
The Trillion-Dollar Silicon Bet: Mapping the AI Infrastructure Boom Through TSMC’s Lens
Analyses of TSMC's production data suggest that global AI capital expenditure is on track to surpass $1.1 trillion by 2027. This infrastructure boom is fueled by the transition to more complex architectures like Nvidia’s Rubin and the increasing value of advanced packaging technologies.
The H100’s Second Act: Why NVIDIA’s Legacy Silicon is Seeing a 40% Rental Surge
NVIDIA’s four-year-old H100 GPUs are seeing a 40% price surge in the rental market due to a massive spike in demand for video generation and multi-agent AI systems. Despite the launch of newer Blackwell chips, supply remains critically tight, forcing AI giants to lock in long-term contracts for legacy silicon.
Why Jensen Huang Is Betting Nvidia Will Turn AI Chips Into a $1 Trillion Business — and Why It’s Not a Done Deal
At GTC 2026 Jensen Huang forecast that Nvidia’s Blackwell and Rubin GPU families will generate at least $1 trillion of cumulative revenue by the end of 2027, excluding CPUs and rack systems. His case rests on visible hyperscaler bookings, a structural shift from training to inference demand, and a platform strategy selling full data‑centre systems; but tight timelines, packaging bottlenecks and rising competition from AMD and hyperscaler custom chips pose significant risks.
Nvidia’s $68bn Quarter Recasts AI Infrastructure — but China, Competition and Supply Limits Shadow the Rally
Nvidia posted record quarterly revenue of $68.13 billion and GAAP net income of $42.96 billion, propelled by a data‑center business that now supplies over 90% of sales. Management argues falling inference costs from Blackwell and Vera Rubin architectures will drive an era of intelligent agents, even as export controls on China, supply bottlenecks and rising competition present material risks.
Meta Bets Big on Nvidia: First Major Standalone Roll‑out of Grace CPUs to Power Its AI Future
Meta and Nvidia have widened a strategic partnership to include large‑scale deployment of Nvidia GPUs and the first standalone mass roll‑out of Nvidia’s Grace CPUs, plus future plans to adopt Vera CPUs around 2027. The deal ties Meta’s planned $135 billion capex trajectory to Nvidia’s full‑stack platform while leaving room for other suppliers as a hedge against vendor concentration.