The NVIDIA accelerator generation after Hopper, the H100’s, including the B200 and the GB200 NVL72 rack. Chapter 4.
From The AI Compute Race. Read the book
Where the book uses it
- Chapter 4 — One Rack
How a datacenter is actually built, from a converted factory in Memphis to a greenfield campus in Texas, and what the clock from first ground to first power really measures.
Sources that use it
- CME Group and Silicon Data, “CME Group and Silicon Data to Launch Compute Futures on October 5 to Unlock New Way to Hedge AI Risks,” press release, 11 August 2026 (NYMEX-listed contracts, pending regulatory review; each a month’s rent on an Nvidia H100 or Blackwell B200, tracking Silicon Data’s GPU rental-price indexes; Keavey (“compute has become the currency of the AI age”) and Li (“a public, tradable reference price for the resource every AI system runs on”) quotes) In the Sources
- Harsh Singh Banwait, “NVIDIA Vera Rubin NVL72 on CoreWeave: 10x More Tokens Per Megawatt Than Blackwell,” CoreWeave blog, 21 July 2026 (CoreWeave’s own measurement, on DeepSeek R1: “At a matched interactivity target, Vera Rubin NVL72 generated 10x tokens-per-second per megawatt compared to NVIDIA GB200 NVL72 on the same DeepSeek R1 workload”; the conditions, “with all major, state-of-the-art inference optimizations turned on,” among them “large-scale expert parallelism, NVFP4 precision, multi-token prediction, and disaggregated prefill and decode”; the page’s other wording of the result, “up to 10x higher tokens per megawatt”; what it means for customers, in the company’s words: “run far more reasoning-model traffic within the same power budget or run the same traffic on far less power”; CoreWeave sells the capacity it measured, and NVIDIA’s blog of the same day relays the figure as its own platform’s; the comparison on both systems, “This evaluation compares the performance on each platform with all major, state-of-the-art inference optimizations turned on”; read in the page as served in October 2026, which carries its publication date). In the Sources
- Meta Engineering, “Meta’s infrastructure evolution and the advent of AI,” 29 September 2025 (Hyperion to come online beginning in 2028 and scale to 5 GW; the Catalina reference design of 72 Blackwell GPUs at about 140 kW in the accelerator portion of a six-rack pod; fleet deploying GB200, beginning GB300, also AMD MI300 and MTIA; “Once finished, the Hyperion cluster will have the ability to scale up to a capacity of 5 gigawatts”; “Prometheus, our 1-gigawatt cluster, is currently underway”; “We accomplished this by building this cluster across several of our traditional data center buildings as well as several weatherproof tents, and adjacent colocation facilities”; “We are also evolving our software stack, including Twine and MAST, to support long-distance training across a geographically distributed set of data centers”). In the Sources
- Microsoft, NVIDIA and Anthropic, “Microsoft, NVIDIA and Anthropic announce strategic partnerships,” joint announcement published simultaneously on all three newsrooms, 18 November 2025 (Anthropic “has committed to purchase $30 billion of Azure compute capacity and to contract additional compute capacity up to one gigawatt”; “Anthropic’s compute commitment will initially be up to one gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems”; “NVIDIA and Microsoft are committing to invest up to $10 billion and up to $5 billion respectively in Anthropic”; no term is stated for the $30 billion; Anthropic’s copy alone closes “Amazon remains Anthropic’s primary cloud provider and training partner”, and NVIDIA’s alone writes “Microsoft Azure AI Foundry” where the other two write “Microsoft Foundry”). In the Sources
- NVIDIA, “GB300 NVL72” product page and NVL72 AI-factory reference architecture, components page (“Full rack requiring up to 142 kW”; 72 Blackwell Ultra GPUs; liquid-cooled; each GPU with eighteen fifth-generation NVLink links, “one per in-rack NVSwitch via the copper backplane,” so that “a single rack may form a fully connected L1 Domain with 72 GPUs,” read 20 September 2026), accessed 29 August and 4 September 2026. In the Sources
And 13 more: search the Sources.
Related terms
From the glossary of The AI Compute Race.
How to cite this page
Dryburgh, Lee S. “Blackwell.” In The AI Compute Race. DRYBURGH. https://dryburgh.com/vol1/glossary/blackwell (accessed 2026-11-01).
BibTeX
@misc{dryburgh-blackwell-2026,
author = {Dryburgh, Lee S.},
title = {{Blackwell}},
howpublished = {In \emph{The AI Compute Race}, DRYBURGH},
year = {2026},
url = {https://dryburgh.com/vol1/glossary/blackwell},
note = {Accessed 2026-11-01}
}