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NVIDIA says Blackwell Ultra easier to integrate

Summary by The Stack

NVIDIA said it sold $12 billion in Blackwell architecture hardware in the last quarter alone across both cloud service providers and enterprises – and expects its forthcoming Blackwell Ultra GPUs to be easier to adopt. Major businesses keen to run their own AI inference in-house helped NVIDIA deliver record data centre segment revenues of $35.6 billion in Q4. CFO Collette Kress said on an earnings call: “Our Enterprise business… grew 2X – very …

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The Stack

NVIDIA says Blackwell Ultra easier to integrate

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Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History

With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view mirror and nerves more calm about the potential threat that the techniques used in the AI models of Chinese startup DeepSeek better understood, Nvidia’s final quarter of its fiscal 2025 and its projections for continuing sequential growth in fiscal 2026 will bring joy to Wall Street. … Blackwell Is The Fastest Ramping Comput…

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