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Nvidia cranks up agentic AI with revamped Blackwell Ultra GPUs and next-gen AI desktops

Nvidia cranks up agentic AI with revamped Blackwell Ultra GPUs and next-gen AI desktops

  • 18.03.2025 16:49
  • siliconangle.com
  • Keywords: AI, Nvidia

Nvidia launches Blackwell Ultra GPUs and AI desktops, designed to support next-gen AI reasoning and autonomous systems with enhanced processing power.

Nvidia NewsNvidia ServicesNVDAsentiment_satisfiedDELLsentiment_satisfiedHPE/PCsentiment_satisfiedLNVGYsentiment_satisfied

Estimated market influence

Nvidia

Nvidia

Positivesentiment_satisfied
Analyst rating: Strong buy

Announced new AI GPUs and desktops, expected to boost revenue significantly.

Cisco Systems Inc.

Positivesentiment_satisfied
Analyst rating: N/A

Partnership with Nvidia to sell Blackwell Ultra-based servers.

Dell Technologies Inc.

Dell Technologies Inc.

Positivesentiment_satisfied
Analyst rating: Strong buy

Partnership with Nvidia to sell Blackwell Ultra-based servers.

Hewlett Packard Enterprise Co.

Positivesentiment_satisfied
Analyst rating: —

Partnership with Nvidia to sell Blackwell Ultra-based servers.

Lenovo Group Ltd.

Lenovo Group Ltd.

Positivesentiment_satisfied
Analyst rating: Buy

Partnership with Nvidia to sell Blackwell Ultra-based servers.

Supermicro Computer Inc.

Positivesentiment_satisfied
Analyst rating: N/A

Partnership with Nvidia to sell Blackwell Ultra-based servers.

AsusTek Computer Inc.

Positivesentiment_satisfied
Analyst rating: N/A

Will sell Blackwell Ultra-based servers later this year.

Gigabyte Technology Co., Ltd.

Positivesentiment_satisfied
Analyst rating: N/A

Will sell Blackwell Ultra-based servers later this year.

Pegatron Corp.

Positivesentiment_satisfied
Analyst rating: N/A

Will sell Blackwell Ultra-based servers later this year.

Inventec Corp.

Positivesentiment_satisfied
Analyst rating: N/A

Will sell Blackwell Ultra-based servers later this year.

CoreWeave

Positivesentiment_satisfied
Analyst rating: N/A

Offering GPU cloud services with Blackwell Ultra architecture.

Crusoe

Positivesentiment_satisfied
Analyst rating: N/A

Offering GPU cloud services with Blackwell Ultra architecture.

Amazon Web Services (AWS)

Positivesentiment_satisfied
Analyst rating: N/A

Partnership with Nvidia to offer Blackwell Ultra on AWS infrastructure.

Google Cloud

Positivesentiment_satisfied
Analyst rating: N/A

Partnership with Nvidia to offer Blackwell Ultra on Google Cloud infrastructure.

Microsoft Azure

Positivesentiment_satisfied
Analyst rating: N/A

Partnership with Nvidia to offer Blackwell Ultra on Azure infrastructure.

Oracle Cloud Infrastructure

Positivesentiment_satisfied
Analyst rating: N/A

Partnership with Nvidia to offer Blackwell Ultra on Oracle Cloud infrastructure.

Context

Nvidia's Blackwell Ultra GPUs and Market Implications

Key Innovations

  • Blackwell Ultra GPUs: Introduced to support next-generation AI workloads, particularly agentic AI, which enables autonomous task performance with minimal user input.
  • Performance Metrics:
    • GB300 NVL72 system features 72 Blackwell GPUs and 36 Arm Neoverse CPUs.
    • Delivers 1.5 times better performance than previous models.
    • Boosts revenue opportunity by up to 50 times compared to older systems.

Infrastructure and Availability

  • Deployment Options: Available through Nvidia's DGX SuperPOD and cloud services (AWS, Google Cloud, Azure, Oracle Cloud).
  • Partnerships: Collaborations with major hardware manufacturers including Cisco, Dell, HP, Lenovo, and others for server distribution.

Desktop Solutions

  • DGX Spark and DGX Station:
    • High-performance desktop systems for AI developers and researchers.
    • Capable of up to 1 petaflop performance, enabling local AI model processing without cloud reliance.
    • Features include 5th-generation tensor cores and FP4 support.

Market Impact

  • Target Markets: Appeals to industries needing autonomous systems, robotics, and edge computing.
  • Strategic Positioning: Nvidia strengthens its position as a leader in AI hardware, competing with AMD and Intel.
  • ** democratizes access to high-end AI computing**, fostering innovation across various sectors.

Long-term Implications

  • Accelerates AI development by lowering entry barriers for businesses and researchers.
  • Potential future regulatory considerations regarding data usage, privacy, and ethical AI practices.

Nvidia's advancements in Blackwell Ultra GPUs and desktop systems position them as a key player in driving the next wave of AI innovation, with significant market potential across industries.