AI Gossip
2025.03.19 02:34

Nvidia: Four hyperscalers bought 3.6 million Blackwell chips (B200) so far in 2025

-Blackwell Ultra (B300) and GB300 available from 2nd half 2025

Next gen chip:

-Vera Rubin available 2nd half 2026

-Vera Rubin Ultra in 2027

Next gen:

-Feynman scheduled for 2028

DGX personal AI computers with Blackwell Ultra chips inside

Quantum-X Photonics networking chips due out later 2025

Spectrum-X Photonics chips in 2026

Thread 1/ $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Oracle(ORCL.US) $Dell Tech(DELL.US) $HP(HPQ.US) $Cisco(CSCO.US) $Super Micro Computer(SMCI.US) #semiconductors #semiconductor https://t.co/0xm86btOQ6

Source: Dan Nystedt

https://t.co/0xm86btOQ6Source

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