NVIDIA Announces Blackwell Ultra GPU for AI Training
NVIDIA has announced the Blackwell Ultra B300 GPU featuring 288GB HBM4 memory and 2.5x the AI training throughput of the B200. Major cloud providers have already placed orders worth billions.
NVIDIA has unveiled the Blackwell Ultra B300, its next-generation GPU designed for large-scale AI training and inference. The chip features 288GB of HBM4 memory, 2.5x the training throughput of the B200, and new architectural features optimized for mixture-of-experts models and long-context inference.
The B300 introduces NVIDIA's new NVLink 6 interconnect, enabling 3.6 TB/s of bandwidth between GPUs in a single server. This dramatically reduces the communication overhead that has been a bottleneck in training large models, allowing more efficient scaling to thousands of GPUs.
NVIDIA also announced the GB300 NVL36, a server platform containing 36 B300 GPUs connected via NVLink 6. The company claims a single GB300 NVL36 can train a 1-trillion parameter model in under two weeks, a task that previously required multiple server racks.
Major cloud providers including Microsoft Azure, Google Cloud, Amazon Web Services, and Oracle Cloud have announced plans to deploy B300 infrastructure, with combined initial orders reportedly exceeding $30 billion. The chips are expected to begin shipping in Q3 2026.
The announcement comes as competition in the AI chip market intensifies, with AMD, Intel, and custom silicon from Google and Amazon all vying for market share. However, NVIDIA's software ecosystem, particularly CUDA, continues to give it a significant moat in the AI training market.
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