Hacker News
- Nvidia's Blackwell Reworked – Shipment Delays and GB200A Reworked Platforms https://www.semianalysis.com/p/nvidias-blackwell-reworked-shipment 6 comments
- Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms https://www.semianalysis.com/p/nvidias-blackwell-reworked-shipment 18 comments nvidia
Linking pages
- Nvidia expected to produce 450,000 Blackwell AI GPUs in Q4 — potential $10B in revenue for the chipmaker | Tom's Hardware https://www.tomshardware.com/pc-components/gpus/nvidia-expected-to-produce-450000-blackwell-ai-gpus-in-q4-potential-dollar10b-in-revenue-for-the-chipmaker 9 comments
- OpenAI and Generative AI are at a Crossroads https://www.ai-supremacy.com/p/openai-and-generative-ai-are-at-a 0 comments
Linked pages
- AI Capacity Expansion - CoWo https://www.semianalysis.com/p/ai-expansion-supply-chain-analysis 0 comments
- Nvidia Blackwell Perf TCO Analysis - B100 vs B200 vs GB200NVL72 https://www.semianalysis.com/p/nvidia-blackwell-perf-tco-analysis 0 comments
- GB200 Hardware Architecture - Component Supply Chain & BOM https://www.semianalysis.com/p/gb200-hardware-architecture-and-component 0 comments
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