July 4 – CoreWeave (NASDAQ:CRWV) became the first cloud provider to install Nvidia’s (NASDAQ:NVDA) new Blackwell Ultra AI chips.
The systems, built by Dell (NYSE:DELL), feature liquid?cooled racks housing 72 Blackwell Ultra GPUs alongside 36 Nvidia Grace CPUs. All units are assembled and tested in the U.S., Dell said.
CoreWeave shares surged 6% Thursday, while Dell climbed about 2% and Nvidia inched up about 1% in trading, reflecting investor enthusiasm for next?gen AI hardware.
The Blackwell Ultra, Nvidia’s latest graphics processor for AI, is expected to ship in volume later this year. CoreWeave’s early deployment gives it an edge over larger cloud rivals by offering customers the fastest commercially available AI accelerators.
As demand for AI compute grows, analysts say such partnerships may reshape cloud?computing dynamics.
Investors will watch whether CoreWeave’s move spurs additional orders or prompts competitors like Amazon, Google, and Microsoft to accelerate their own chip rollouts.
This article first appeared on GuruFocus.
