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Blackwell

Track Blackwell from Nvidia across releases, features, integrations, pricing changes, and related AI models. This page updates automatically as substantive Superpower Daily coverage is published.

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Latest coverageRackspace Joins NVIDIA Program With Planned Managed AI for Regulated Enterprises

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Sep 7, 2026Infrastructure

Benchmark Infrastructure

Nvidia Says Vera Rubin Represents $40B in Revenue Opportunity per Gigawatt

The figure is Nvidia’s estimate of addressable revenue, not booked sales. It sets a new economic benchmark for rivals selling custom chips, rack-scale systems, networking and foundry capacity.

2 min

Aug 25, 2026Infrastructure

Benchmark Infrastructure

OpenAI’s Jalapeño Claims 1.5–1.9x More AI Work Per Watt, Faces 2027 Scale Test

The custom chip gives OpenAI an early efficiency claim against available Nvidia systems, but production qualification, broader workloads and a small initial rollout will determine whether it becomes a meaningful serving platform.

4 min

Aug 22, 2026Infrastructure

Partnership Infrastructure

Anthropic Plans Up to 2 GW of AMD AI Capacity. Nvidia Still Has the Lead.

The planned MI450 deployment gives AMD a major prospective customer for its new Helios rack. Converting that commitment into shipped, working systems and revenue is the test of whether AMD can narrow Nvidia’s infrastructure advantage.

3 min

Aug 21, 2026Business

Earnings Business

Micron’s Memory Boom Is Giving Nvidia’s AI Lead a New Counterweight

Nvidia’s platform scale and Micron’s sold-out HBM supply both point to an intense infrastructure cycle. The unresolved question is whether Micron’s contract terms can preserve its gains if memory supply catches up.

3 min

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Nvidia Says Vera Rubin Represents $40B in Revenue Opportunity per GigawattSep 7, 2026 OpenAI’s Jalapeño Claims 1.5–1.9x More AI Work Per Watt, Faces 2027 Scale TestAug 25, 2026

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