Browsing: Blackwell

Technology

Ornn Compute Price Index: Hourly rent for Nvidia Blackwell GPUs reached $4.08, up 48% from $2.75 two months ago, driven by demand for agentic AI (Wall Street Journal)

By Stacey D. WallsApril 13, 2026

Wall Street Journal: Ornn Compute Price Index: Hourly rent for Nvidia Blackwell GPUs hit $4.08, up 48% from $2.75 two…

Technology

Roche claims to have deployed more than 3,500 Nvidia Blackwell GPUs, which it calls “the largest announced GPU footprint available to a pharmaceutical company” (Sebastian Moss/DatacenterDynamics)

By Stacey D. WallsMarch 16, 2026

Featured Podcasts Pod BG2: ChatGPT – The era of super assistants Open source podcast about all things technology, markets, investing,…

Technology

Perplexity signs multi-year deal with CoreWeave to use dedicated clusters powered by Nvidia Grace Blackwell chips for AI inference; CRWV jumps more than 5% premarket (Ina Fried/Axios)

By Stacey D. WallsMarch 4, 2026

Featured Podcasts Channels with Peter Kafka: The World Cup is coming to Trump’s America, with Roger Bennett Media and technology…

Technology

Jensen Huang says Nvidia’s Vera Rubin chips are in ‘full production’; Nvidia says Rubin can form some LLMs with about a quarter of the chips Blackwell needs (Lauren Goode/Wired)

By Stacey D. WallsJanuary 6, 2026

Featured Podcasts Lenny’s podcast: The High Growth Handbook: Molly Graham’s Frameworks for Managing Chaos, Change, and Scale Interviews with world-class…

Technology

Coreweave receives NVIDIA Blackwell ultra servers built by Dell, becoming the first cloud supplier to install systems based on the latest NVIDIA (Kif Leswing / CNBC) chips)

By Stacey D. WallsJuly 3, 2025

Kif Leswing / CNBC:: Coreweave receives NVIDIA blackwell ultra servers built by Dell, becoming the first cloud supplier to install…

Technology

Sources: the suppliers of Nvidia Foxconn, Inventec, Dell and Wistron made breakthroughs to solve the 2024 problems which delayed the Blackwell AI server "shelf" Shipments (financial time)

By Stacey D. WallsMay 28, 2025

Financial time:: Sources: NVIDIA FOXCONN, Inventec, Dell and Wistron suppliers have made a break to solve the 2024 problems that…

Technology

Chinese merchants sell servers equipped with Nvidia, including Blackwell, via third parties in countries like Vietnam and Taiwan; Some promise a six -week delivery (Wall Street Journal)

By Stacey D. WallsMarch 3, 2025

Wall Street Journal:: Chinese merchants sell servers equipped with Nvidia, including Blackwell, via third parties in countries like Vietnam and…

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Klarna reports first-quarter revenue up 44% year-over-year to $1.01 billion, above estimate, GMV up 33% to $33.7 billion, active customers up 20% to $119 million and profit of $1 million, up from a loss of $99 million year-over-year (Connor Hart/Wall Street Journal)

Foxconn reports Q1 revenue up 29% year-over-year to ~$67 billion and net profit up 19% year-over-year to ~$1.6 billion, matching estimate as it boosts production of AI servers, its largest source of revenue (Wall Street Journal)

Filing: Jensen Huang’s foundation purchased $108.3 million worth of AI computing time from CoreWeave and is donating it to universities and other nonprofit institutes (Max A. Cherney/Reuters)

Sources: Apollo Global, Morgan Stanley and others are testing Grok internally as part of xAI’s financial sector push, but financiers rarely use it for their work (Carmen Arroyo/Bloomberg)

Cisco reports third-quarter revenue up 12% year-over-year to $15.84 billion, compared to an estimated $15.56 billion, forecasts fourth-quarter revenue above estimates and cuts nearly 4,000 jobs; CSCO jumps more than 17% after hours (Jordan Novet/CNBC)

Browsing: Blackwell

Ornn Compute Price Index: Hourly rent for Nvidia Blackwell GPUs reached $4.08, up 48% from $2.75 two months ago, driven by demand for agentic AI (Wall Street Journal)

Roche claims to have deployed more than 3,500 Nvidia Blackwell GPUs, which it calls “the largest announced GPU footprint available to a pharmaceutical company” (Sebastian Moss/DatacenterDynamics)

Perplexity signs multi-year deal with CoreWeave to use dedicated clusters powered by Nvidia Grace Blackwell chips for AI inference; CRWV jumps more than 5% premarket (Ina Fried/Axios)

Jensen Huang says Nvidia’s Vera Rubin chips are in ‘full production’; Nvidia says Rubin can form some LLMs with about a quarter of the chips Blackwell needs (Lauren Goode/Wired)

Coreweave receives NVIDIA Blackwell ultra servers built by Dell, becoming the first cloud supplier to install systems based on the latest NVIDIA (Kif Leswing / CNBC) chips)

Sources: the suppliers of Nvidia Foxconn, Inventec, Dell and Wistron made breakthroughs to solve the 2024 problems which delayed the Blackwell AI server "shelf" Shipments (financial time)

Chinese merchants sell servers equipped with Nvidia, including Blackwell, via third parties in countries like Vietnam and Taiwan; Some promise a six -week delivery (Wall Street Journal)