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#gb200 — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #gb200, aggregated by home.social.

  1. Dell just had its biggest single-day stock gain ever — up ~32% — after AI server revenue grew 757% to $16.1B. But "Dell AI server" is really one product: the PowerEdge XE9712 (NVIDIA GB200/GB300 NVL72). And the main buyers aren't AWS or Google — they're neoclouds like CoreWeave and Nscale.

    buysellram.com/blog/dell-ai-se

    #DellTechnologies #DellAI #PowerEdge #NVIDIA #AIServers #AIInfrastructure #DataCenter #EnterpriseIT #ITAD #CoreWeave #Blackwell #GB200 #tech

  2. Dell just had its biggest single-day stock gain ever — up ~32% — after AI server revenue grew 757% to $16.1B. But "Dell AI server" is really one product: the PowerEdge XE9712 (NVIDIA GB200/GB300 NVL72). And the main buyers aren't AWS or Google — they're neoclouds like CoreWeave and Nscale.

    buysellram.com/blog/dell-ai-se

    #DellTechnologies #DellAI #PowerEdge #NVIDIA #AIServers #AIInfrastructure #DataCenter #EnterpriseIT #ITAD #CoreWeave #Blackwell #GB200 #tech

  3. Dell just had its biggest single-day stock gain ever — up ~32% — after AI server revenue grew 757% to $16.1B. But "Dell AI server" is really one product: the PowerEdge XE9712 (NVIDIA GB200/GB300 NVL72). And the main buyers aren't AWS or Google — they're neoclouds like CoreWeave and Nscale.

    buysellram.com/blog/dell-ai-se

    #DellTechnologies #DellAI #PowerEdge #NVIDIA #AIServers #AIInfrastructure #DataCenter #EnterpriseIT #ITAD #CoreWeave #Blackwell #GB200 #tech

  4. Dell just had its biggest single-day stock gain ever — up ~32% — after AI server revenue grew 757% to $16.1B. But "Dell AI server" is really one product: the PowerEdge XE9712 (NVIDIA GB200/GB300 NVL72). And the main buyers aren't AWS or Google — they're neoclouds like CoreWeave and Nscale.

    buysellram.com/blog/dell-ai-se

    #DellTechnologies #DellAI #PowerEdge #NVIDIA #AIServers #AIInfrastructure #DataCenter #EnterpriseIT #ITAD #CoreWeave #Blackwell #GB200 #tech

  5. Dell just had its biggest single-day stock gain ever — up ~32% — after AI server revenue grew 757% to $16.1B. But "Dell AI server" is really one product: the PowerEdge XE9712 (NVIDIA GB200/GB300 NVL72). And the main buyers aren't AWS or Google — they're neoclouds like CoreWeave and Nscale.

    buysellram.com/blog/dell-ai-se

    #DellTechnologies #DellAI #PowerEdge #NVIDIA #AIServers #AIInfrastructure #DataCenter #EnterpriseIT #ITAD #CoreWeave #Blackwell #GB200 #tech

  6. Price of #Nvidia's #VeraRubin #NVL72 racks skyrockets to $8.8M apiece, but #server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems
    #Blackwell #NVL72 #rackscale system costs $2.8 – $3.4M for an #AI training and #HPC NVL72 #GB200 and $6M to $6.5M for an AI inference NVL72 #GB300
    Vera Rubin NVL72 #VR200 systems are currently quoted at $5M - $7M per unit.
    Nvidia has never confirmed the list prices of its NVL72 or #NVL144 products.
    tomshardware.com/tech-industry

  7. Price of #Nvidia's #VeraRubin #NVL72 racks skyrockets to $8.8M apiece, but #server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems
    #Blackwell #NVL72 #rackscale system costs $2.8 – $3.4M for an #AI training and #HPC NVL72 #GB200 and $6M to $6.5M for an AI inference NVL72 #GB300
    Vera Rubin NVL72 #VR200 systems are currently quoted at $5M - $7M per unit.
    Nvidia has never confirmed the list prices of its NVL72 or #NVL144 products.
    tomshardware.com/tech-industry

  8. Price of #Nvidia's #VeraRubin #NVL72 racks skyrockets to $8.8M apiece, but #server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems
    #Blackwell #NVL72 #rackscale system costs $2.8 – $3.4M for an #AI training and #HPC NVL72 #GB200 and $6M to $6.5M for an AI inference NVL72 #GB300
    Vera Rubin NVL72 #VR200 systems are currently quoted at $5M - $7M per unit.
    Nvidia has never confirmed the list prices of its NVL72 or #NVL144 products.
    tomshardware.com/tech-industry

  9. Price of 's racks skyrockets to $8.8M apiece, but makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems
    system costs $2.8 – $3.4M for an training and NVL72 and $6M to $6.5M for an AI inference NVL72
    Vera Rubin NVL72 systems are currently quoted at $5M - $7M per unit.
    Nvidia has never confirmed the list prices of its NVL72 or products.
    tomshardware.com/tech-industry

  10. Price of #Nvidia's #VeraRubin #NVL72 racks skyrockets to $8.8M apiece, but #server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems
    #Blackwell #NVL72 #rackscale system costs $2.8 – $3.4M for an #AI training and #HPC NVL72 #GB200 and $6M to $6.5M for an AI inference NVL72 #GB300
    Vera Rubin NVL72 #VR200 systems are currently quoted at $5M - $7M per unit.
    Nvidia has never confirmed the list prices of its NVL72 or #NVL144 products.
    tomshardware.com/tech-industry

  11. "#Huawei #AI CloudMatrix 384 – #China’s Answer to #Nvidia #GB200 NVL72 China Abundance of Power, 100% Optics, 0% Copper, Power Inefficiency, 2.6x lower FLOP per Watt, 14 Transceivers per Chip, Linear Pluggable Optics

    300 PFLOPs of dense BF16 compute, almost double that of the GB200 NVL72. ... 3.6x aggregate memory capacity and 2.1x more memory bandwidth, Huawei and China ... can beat Nvidia’s."

    semianalysis.com/2025/04/16/hu

    The technology boycott works...

  12. "#Huawei #AI CloudMatrix 384 – #China’s Answer to #Nvidia #GB200 NVL72 China Abundance of Power, 100% Optics, 0% Copper, Power Inefficiency, 2.6x lower FLOP per Watt, 14 Transceivers per Chip, Linear Pluggable Optics

    300 PFLOPs of dense BF16 compute, almost double that of the GB200 NVL72. ... 3.6x aggregate memory capacity and 2.1x more memory bandwidth, Huawei and China ... can beat Nvidia’s."

    semianalysis.com/2025/04/16/hu

    The technology boycott works...

  13. "#Huawei #AI CloudMatrix 384 – #China’s Answer to #Nvidia #GB200 NVL72 China Abundance of Power, 100% Optics, 0% Copper, Power Inefficiency, 2.6x lower FLOP per Watt, 14 Transceivers per Chip, Linear Pluggable Optics

    300 PFLOPs of dense BF16 compute, almost double that of the GB200 NVL72. ... 3.6x aggregate memory capacity and 2.1x more memory bandwidth, Huawei and China ... can beat Nvidia’s."

    semianalysis.com/2025/04/16/hu

    The technology boycott works...

  14. "#Huawei #AI CloudMatrix 384 – #China’s Answer to #Nvidia #GB200 NVL72 China Abundance of Power, 100% Optics, 0% Copper, Power Inefficiency, 2.6x lower FLOP per Watt, 14 Transceivers per Chip, Linear Pluggable Optics

    300 PFLOPs of dense BF16 compute, almost double that of the GB200 NVL72. ... 3.6x aggregate memory capacity and 2.1x more memory bandwidth, Huawei and China ... can beat Nvidia’s."

    semianalysis.com/2025/04/16/hu

    The technology boycott works...

  15. "#Huawei #AI CloudMatrix 384 – #China’s Answer to #Nvidia #GB200 NVL72 China Abundance of Power, 100% Optics, 0% Copper, Power Inefficiency, 2.6x lower FLOP per Watt, 14 Transceivers per Chip, Linear Pluggable Optics

    300 PFLOPs of dense BF16 compute, almost double that of the GB200 NVL72. ... 3.6x aggregate memory capacity and 2.1x more memory bandwidth, Huawei and China ... can beat Nvidia’s."

    semianalysis.com/2025/04/16/hu

    The technology boycott works...

  16. #NewYork Invests $40M to Launch #EmpireAI Beta with #NVIDIA Blackwell #Supercomputer
    #EmpireAIBeta will be 11x more powerful than current capacity, allowing hundreds of researchers from 10 institutions to continue to advance #AI research. Empire AI is now backed by over $500M in public and private funding, including up to $340M in state funds.
    Empire AI Beta also is expected to be among the first academic deployments of NVIDIA DGX SuperPOD with DGX #GB200 systems.
    hpcwire.com/off-the-wire/state #SUNY

  17. #NewYork Invests $40M to Launch #EmpireAI Beta with #NVIDIA Blackwell #Supercomputer
    #EmpireAIBeta will be 11x more powerful than current capacity, allowing hundreds of researchers from 10 institutions to continue to advance #AI research. Empire AI is now backed by over $500M in public and private funding, including up to $340M in state funds.
    Empire AI Beta also is expected to be among the first academic deployments of NVIDIA DGX SuperPOD with DGX #GB200 systems.
    hpcwire.com/off-the-wire/state #SUNY

  18. #NewYork Invests $40M to Launch #EmpireAI Beta with #NVIDIA Blackwell #Supercomputer
    #EmpireAIBeta will be 11x more powerful than current capacity, allowing hundreds of researchers from 10 institutions to continue to advance #AI research. Empire AI is now backed by over $500M in public and private funding, including up to $340M in state funds.
    Empire AI Beta also is expected to be among the first academic deployments of NVIDIA DGX SuperPOD with DGX #GB200 systems.
    hpcwire.com/off-the-wire/state #SUNY

  19. Invests $40M to Launch Beta with Blackwell
    will be 11x more powerful than current capacity, allowing hundreds of researchers from 10 institutions to continue to advance research. Empire AI is now backed by over $500M in public and private funding, including up to $340M in state funds.
    Empire AI Beta also is expected to be among the first academic deployments of NVIDIA DGX SuperPOD with DGX systems.
    hpcwire.com/off-the-wire/state

  20. #NewYork Invests $40M to Launch #EmpireAI Beta with #NVIDIA Blackwell #Supercomputer
    #EmpireAIBeta will be 11x more powerful than current capacity, allowing hundreds of researchers from 10 institutions to continue to advance #AI research. Empire AI is now backed by over $500M in public and private funding, including up to $340M in state funds.
    Empire AI Beta also is expected to be among the first academic deployments of NVIDIA DGX SuperPOD with DGX #GB200 systems.
    hpcwire.com/off-the-wire/state #SUNY

  21. #Nvidia's Arm chips rapidly gain share in #server market as #AI booms — Nvidia's Arm-powered #GB200 servers surge as market reaches a record $95 billion in the first quarter
    It appears that the vast majority of these Arm-powered machines are Nvidia's #GB200 #NVL72 #rackscale solution, based on the Grace Blackwell platform, which features an Nvidia Grace CPU and eight B200 AI GPUs per server.
    tomshardware.com/desktops/serv

  22. #Nvidia's Arm chips rapidly gain share in #server market as #AI booms — Nvidia's Arm-powered #GB200 servers surge as market reaches a record $95 billion in the first quarter
    It appears that the vast majority of these Arm-powered machines are Nvidia's #GB200 #NVL72 #rackscale solution, based on the Grace Blackwell platform, which features an Nvidia Grace CPU and eight B200 AI GPUs per server.
    tomshardware.com/desktops/serv

  23. #Nvidia's Arm chips rapidly gain share in #server market as #AI booms — Nvidia's Arm-powered #GB200 servers surge as market reaches a record $95 billion in the first quarter
    It appears that the vast majority of these Arm-powered machines are Nvidia's #GB200 #NVL72 #rackscale solution, based on the Grace Blackwell platform, which features an Nvidia Grace CPU and eight B200 AI GPUs per server.
    tomshardware.com/desktops/serv

  24. 's Arm chips rapidly gain share in market as booms — Nvidia's Arm-powered servers surge as market reaches a record $95 billion in the first quarter
    It appears that the vast majority of these Arm-powered machines are Nvidia's solution, based on the Grace Blackwell platform, which features an Nvidia Grace CPU and eight B200 AI GPUs per server.
    tomshardware.com/desktops/serv

  25. #Nvidia's Arm chips rapidly gain share in #server market as #AI booms — Nvidia's Arm-powered #GB200 servers surge as market reaches a record $95 billion in the first quarter
    It appears that the vast majority of these Arm-powered machines are Nvidia's #GB200 #NVL72 #rackscale solution, based on the Grace Blackwell platform, which features an Nvidia Grace CPU and eight B200 AI GPUs per server.
    tomshardware.com/desktops/serv

  26. #HPE Upgrades #Supercomputer Lineup Top To Bottom In #2025
    #Slingshot400 with s a new “Rosetta-2” switch ASIC and a new “Cassini-2” network adapter ASIC.
    #CrayEX and #ProLiantXD upgrades
    Zen5 and Zen5c with up to 98,304 cores in a single liquid-cooled rack
    #GB200 NVL4 board will allow up to 224 #Blackwell #GPU in a single cabinet
    7 of the top ten supercomputers ranked on the November 2024 #Top500 rankings are based on the #Cray EX platform; 10 of top 20 machines are too!
    nextplatform.com/2024/11/26/hp

  27. #HPE Upgrades #Supercomputer Lineup Top To Bottom In #2025
    #Slingshot400 with s a new “Rosetta-2” switch ASIC and a new “Cassini-2” network adapter ASIC.
    #CrayEX and #ProLiantXD upgrades
    Zen5 and Zen5c with up to 98,304 cores in a single liquid-cooled rack
    #GB200 NVL4 board will allow up to 224 #Blackwell #GPU in a single cabinet
    7 of the top ten supercomputers ranked on the November 2024 #Top500 rankings are based on the #Cray EX platform; 10 of top 20 machines are too!
    nextplatform.com/2024/11/26/hp

  28. #HPE Upgrades #Supercomputer Lineup Top To Bottom In #2025
    #Slingshot400 with s a new “Rosetta-2” switch ASIC and a new “Cassini-2” network adapter ASIC.
    #CrayEX and #ProLiantXD upgrades
    Zen5 and Zen5c with up to 98,304 cores in a single liquid-cooled rack
    #GB200 NVL4 board will allow up to 224 #Blackwell #GPU in a single cabinet
    7 of the top ten supercomputers ranked on the November 2024 #Top500 rankings are based on the #Cray EX platform; 10 of top 20 machines are too!
    nextplatform.com/2024/11/26/hp

  29. Upgrades Lineup Top To Bottom In #2025
    with s a new “Rosetta-2” switch ASIC and a new “Cassini-2” network adapter ASIC.
    and upgrades
    Zen5 and Zen5c with up to 98,304 cores in a single liquid-cooled rack
    NVL4 board will allow up to 224 in a single cabinet
    7 of the top ten supercomputers ranked on the November 2024 rankings are based on the EX platform; 10 of top 20 machines are too!
    nextplatform.com/2024/11/26/hp