# Blackwell
Latest news and articles about Blackwell
Total: 4 articles found
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.