The Blackwell Ultra: A GPU on Steroids 💉
Nvidia’s latest flex at GTC? The Blackwell Ultra NVL72—a liquid-cooled monstrosity packing 600,000 components per rack and boasting 1 exaflop of compute power. Jensen Huang calls it an “AI factory.” The rest of us call it a very expensive space heater. But hey, if you’ve ever wanted to simulate the sun’s core in your data center, here’s your chance.
The “Scale Up Before You Scale Out” Gospel 🙏
Huang’s mantra sounds profound until you realize it’s corporate-speak for “buy more of our shit.” Nvidia’s roadmap reveals Rubin—a 144-GPU behemoth—coming in 2026. Because clearly, 72 GPUs per rack just aren’t excessive enough. Meanwhile, Specturm-X networking promises 800GB/s throughput, because why bottleneck your bankruptcy with slow data?
The Real Question: Who Can Afford This?
Nvidia’s “big tent” strategy is adorable. “We’re not a solutions company!” they cry, while selling $500K racks to every cloud provider desperate to keep up. The irony? Their biggest customers (AWS, Google) are also their fiercest competitors. Nothing says “healthy ecosystem” like mutually assured financial ruin.
The Bottom Line
Nvidia’s vision is either revolutionary or a pyramid scheme—depending on who’s holding the bag when the AI bubble pops. But for now, grab your popcorn. The factory’s open, and the hype machine’s running overtime. 🔥