✅ Blackwell delivered 13,000 samples in the third quarter. The demand for Blackwell is staggering, and it is racing against time to expand supply. Last week, Blackwell’s performance test was basically swept, 2.2 times higher than Hopper.
✅ Under the same conditions, GPT-3 requires 64 Blackwell GPUs, while H100 requires 256, which is 4 times lower; if equipped with NVLink Switch, the inference performance is increased to 30 times
✅ Mentioned the success of hundreds of AI companies, in addition to M7 and OpenAI, special mentions: Anthropic, Perplexity, Mistral, Adobe Firefly, Runway, Midjourney, Light Tricks, Harvey, Podium, Purser, Bridge