Nvidia CEO Jensen Huang during his visit to Taipei, Taiwan. Photo Credit: Ann Wang | Reuters
CoreWeave has become the first cloud company to roll out Nvidia’s newest and most advanced AI chip, the Blackwell Ultra. The official announcement came on Thursday, marking a key development in the AI hardware race.
The chips were delivered in systems built by Dell, based on Nvidia’s GB300 NVL72 setup. These cutting-edge machines include 72 Blackwell Ultra graphics processors and 36 Nvidia Grace CPUs. What makes them even more impressive is that they are cooled using liquid-based technology—helping them run faster and more efficiently. Dell confirmed that the systems were assembled and tested in the United States.
The Blackwell Ultra isn’t just any upgrade—it’s a huge leap. Nvidia claims it can generate 50 times more AI output than its previous Blackwell chip. This makes it a prized asset for anyone building or training AI models, and developers are eager to get their hands on it.
Nvidia’s transition to the Blackwell Ultra has been watched closely by investors and tech insiders alike. Whenever a new chip is launched, there’s always concern about possible delays or manufacturing problems. But Nvidia’s Chief Financial Officer, Colette Kress, had already confirmed in May that these shipments would begin during this quarter—proving the company is staying on track.
While big players like Amazon, Google, and Microsoft dominate the cloud market, CoreWeave is carving out its own space by being the first to offer access to this powerful new chip. Its early adoption of Blackwell Ultra gives it a major advantage, especially for AI companies that need the fastest tools on the market.
CoreWeave isn’t just another cloud company—it has a special connection to Nvidia, which owns a stake in the business. That close relationship likely helped it beat out bigger names to launch these chips first. It’s also worth noting that CoreWeave went public recently, and since its IPO, its stock price has skyrocketed—quadrupling in just a few months.
The financial market also reacted positively to the news. CoreWeave’s stock rose by 6% on Thursday. Dell saw a 2% boost, and Nvidia’s share price also ticked up slightly. For all three companies, the announcement reflects strong confidence in the future of AI hardware and cloud computing.
In the world of artificial intelligence, speed and power matter. CoreWeave’s move shows it’s serious about leading in the AI cloud space. And with Nvidia’s Blackwell Ultra now in play, the bar for performance has just been raised.
