BLACKWELL

The Nvidia AI accelerator generation unveiled in 2024, sold in configurations like the GB200 that pair a Grace CPU with a Blackwell GPU on one board. It's the generation preceding Vera Rubin.

Predictions & track record (4)

• Awaiting grading Memory now makes up 26% of a Rubin rack's cost. It was 9% on Blackwell.To be scored by checking whether cloud providers take Rubin deliveries on the planned Q3 2026 shipment / Q4 2026 volume-ramp schedule.
• Awaiting grading SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early dataGrade whether Nvidia submits verifiable Rubin benchmark numbers to InferenceX by Q3 2026, and whether they roughly match today's early 5x per-dollar claim.
• Awaiting grading SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip dealWatch whether Meta reverses the halved-spec decision on its custom AMD MI450 chip, or whether AMD's Meta-specific volume disappoints as SemiAnalysis warns.
• Awaiting grading Trump sets 2-year tariff grace period for generic drugs, then 100%, then 200%Check whether the zero percent tariff on generic drugs actually rises to 100% around August 2028 as scheduled, or whether the policy is delayed or changed before then.

4 related posts

• Watch Memory now makes up 26% of a Rubin rack's cost. It was 9% on Blackwell. Jukan (@jukan05) · 2026-07-28
• Bull SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early data SemiAnalysis · 2026-07-23
• Bear SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip deal SemiAnalysis · 2026-07-22
• Watch Trump sets 2-year tariff grace period for generic drugs, then 100%, then 200% Donald J. Trump (@realDonaldTrump) · 2026-07-21