“We remain committed to our annual product cadence with our roadmap extending through 2028, tightly aligned with the multiple-year planning cycles of our customers.”

In context

“f thousands of Blackwell GPUs and is expected to ramp to hundreds of thousands of GB200s with OpenAI as one of its key customers. Key learnings from the GB200 ramp will allow for a smooth transition to the next phase of our product roadmap, Blackwell Ultra. Sampling of GB300 systems began earlier this month at the major CSPs, and we expect production shipments to commence later this quarter. GB300 will leverage the same architecture, same physical footprint, and the same electrical and mechanical specifications as GB200. The GB300 drop-in design will allow CSPs to seamlessly transition their systems and manufacturing used for GB200 while maintaining high yields. B300 GPUs, with 50% more HBM, will deliver another 50% increase in dense FP4 inference compute performance compared to the B200. We remain committed to our annual product cadence with our roadmap extending through 2028, tightly aligned with the multiple-year planning cycles of our customers. We are witnessing a sharp jump in inference demand. OpenAI, Microsoft, and Google are seeing a step function leap in token generation. Microsoft processed over 100 trillion tokens in Q1, a fivefold increase on a year-over-year basis. This exponential growth in Azure OpenAI is representative of strong demand for Azure AI Foundry, as well as other AI services across Microsoft's platform. Inference serving startups are now serving models using B200, tripling their token generation rate and corresponding revenues for high-value reasoning models such as Deepseeker One. As reported by Artificial Artificial Analysis, NVIDIA Corporation's Blackwell NBL72 turbocharges AI inference throughput by 30x for the new reasoning models sweeping the industry. Developer engagements increased with adoption ra”