Recently, NVIDIA and CoreWeave announced that NVIDIA's latest artificial intelligence graphics processing unit, the Blackwell Ultra chip, has been commercially deployed at CoreWeave. This news undoubtedly injects new vitality into AI technology cloud computing services. Dell also stated that CoreWeave has received customized equipment based on the NVIDIA GB300NVL72AI system, marking CoreWeave as the first cloud service provider to install a system based on the Blackwell Ultra.
Image source note: The image is AI-generated, and the image licensing service is Midjourney.
The Blackwell Ultra is NVIDIA's latest chip, expected to be mass-produced in the remaining part of this year. The system installed by CoreWeave uses advanced liquid cooling technology, including 72 Blackwell Ultra GPUs and 36 NVIDIA Grace CPUs. These systems are assembled and tested in the United States, ensuring their performance reliability and efficiency. During Thursday's trading session, CoreWeave's stock price rose by 6%, while Dell and NVIDIA's stock prices also increased by approximately 2% and less than 2%, respectively. This series of stock price fluctuations show the market's positive reaction to this news.
For NVIDIA, this announcement is an important milestone. With the rapid development of artificial intelligence technology, developers' demand for NVIDIA's latest chips is growing stronger. NVIDIA stated that the Blackwell Ultra's ability to generate AI content is 50 times that of its predecessor, Blackwell, providing stronger support for AI application development. Investors are also closely watching NVIDIA's progress in the release of the new AI chip to determine if there are any production issues or delays.
CoreWeave's success is also the result of its long-term close cooperation with NVIDIA. Although CoreWeave's scale is smaller than major cloud service providers such as Amazon, Google, and Microsoft, its ability to provide NVIDIA's latest chips first has given it a clear market differentiation advantage. In addition, CoreWeave successfully went public earlier this year, and its stock price has risen three times since its IPO, showing its potential and prospects in the market.
As AI technology continues to advance, the collaboration between CoreWeave and NVIDIA will undoubtedly promote the development of the cloud computing industry and provide more AI developers with stronger technical support.
Key points:
🌟 CoreWeave becomes the first cloud service provider to deploy NVIDIA's Blackwell Ultra chip.
💡 The Blackwell Ultra chip has 50 times the ability of its predecessor in generating AI content, and the market demand is strong.
🚀 CoreWeave has long-term cooperation with NVIDIA, and after going public, its stock price has risen three times.
