CoreWeave has become the first cloud provider to deploy Nvidia’s Blackwell Ultra chips, marking a significant milestone for both companies. Announced on Thursday, the installation features Dell-built systems using Nvidia’s GB300 NVL72 AI architecture. Each system includes 72 Blackwell Ultra GPUs and 36 Nvidia Grace CPUs, all assembled and tested in the United States.
The Blackwell Ultra is Nvidia’s most advanced graphics processor, designed for artificial intelligence. The company claims the chips can generate fifty times more AI content than the previous Blackwell version, underscoring the growing demand for more powerful hardware to train and run large AI models. Shipments of the new chips are expected to scale up over the remainder of the year.
CoreWeave’s move highlights its close ties to Nvidia, which owns a stake in the cloud company. This relationship has helped CoreWeave secure early access to cutting-edge AI technology ahead of much larger competitors like Amazon, Google, and Microsoft. CoreWeave rents GPU-powered computing capacity to other cloud services and AI developers, making early adoption of the Blackwell Ultra a key advantage in attracting customers who need the latest chips.
Since going public earlier this year, CoreWeave’s stock has climbed sharply, rising fourfold since its initial public offering. Following the announcement, CoreWeave shares rose another 6% in Thursday trading. Dell shares gained about 2%, while Nvidia shares were up less than 2%.
Investors often monitor Nvidia’s chip launches closely to watch for possible production delays or supply constraints. Nvidia CFO Colette Kress had confirmed in May that shipments would begin in the current quarter. For Nvidia, getting Blackwell Ultra systems into commercial use without major issues is an important step in maintaining its lead in the AI hardware market.
