Mastodawn

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.

https://www.buysellram.com/blog/dell-ai-server-757-percent-powerede-lineup/

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

Dell's AI Server Orders Just Jumped 757%. Here's What's Actually Selling — and What It Means for Every Other PowerEdge

Dell's AI server revenue jumped 757% in one quarter. Here's the single product behind the boom — and what it means for every other PowerEdge.

BuySellRam

Hacker News May 21

Anthropic is expanding to Colossus2. Will use GB200

https://xcancel.com/nottombrown/status/2057194829986300375

#HackerNews #Anthropic #Colossus2 #GB200 #AI #expansion #technology

Tom Brown (@nottombrown)

We’re expanding our partnership with @SpaceX, and will be scaling up on GB200 capacity in Colossus 2 throughout June. Appreciate @elonmusk and the team helping us find good homes for the Claudes.

Nitter

Benjamin Carr, Ph.D. 👨🏻‍💻🧬Mar 24

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.
https://www.tomshardware.com/tech-industry/artificial-intelligence/price-of-nvidias-vera-rubin-nvl72-racks-skyrockets-to-as-much-as-usd8-8-million-apiece-but-server-makers-margins-will-be-tight-nvidia-is-moving-closer-to-shipping-entire-full-scale-systems

Price of Nvidia's Vera Rubin NVL72 racks skyrockets to as much as $8.8 million apiece, but server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems

Nvidia and other chipmakers will still make plenty of cash.

Tom's Hardware

Winbuzzer Feb 2

https://winbuzzer.com/2026/02/02/nvidia-gb200-forces-chassis-sector-pivot-to-liquid-cooling-xcxwbn/

Nvidia GB200 Forces Chassis Sector Pivot to Liquid Cooling

#AI #AIChips #AIInfrastructure #NVIDIA #GB200 #Semiconductors #Datacenters #BigTech

tejiri Dec 4, 2025

Discover how NVIDIA's Blackwell NVL72 powers top AI models like Kimi K2 Thinking 10x faster #MixtureOfExperts #NVIDIA #AI

The top 10 most intelligent open-source models, including Kimi K2 Thinking and DeepSeek-R1, utilize a mixture-of-experts (MoE) architecture, which mimics the human brain's efficiency. These models achieve a 10x speed increase when run on NVIDIA's GB200 NVL72, specifically the Blackwell NVL72. The MoE architecture is a key...

#MixtureOfExperts #NVIDIA #GB200 #NVL72

Thomas Fricke (he/his)Jul 28, 2025

"#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."

https://semianalysis.com/2025/04/16/huawei-ai-cloudmatrix-384-chinas-answer-to-nvidia-gb200-nvl72/

The technology boycott works...

Huawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72

Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. Thi…

SemiAnalysis

Benjamin Carr, Ph.D. 👨🏻‍💻🧬Jul 4, 2025

#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.
https://www.hpcwire.com/off-the-wire/state-of-new-york-invests-40m-to-launch-empire-ai-beta-with-nvidia-blackwell-supercomputing/ #SUNY

Benjamin Carr, Ph.D. 👨🏻‍💻🧬Jul 4, 2025

#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.
https://www.tomshardware.com/desktops/servers/nvidias-arm-chips-rapidly-gain-share-in-server-market-as-ai-booms-nvidias-arm-powered-gb200-servers-surge-as-market-reaches-a-record-usd95-billion-in-the-first-quarter