NVIDIA’s Blackwell-related woes are well-known by now, though the GPU giant has done much in recent weeks to improve the production cadence of its latest cutting-edge offerings. One such change involves the Blackwell Ultra GPU’s compute board, which is now drawing appreciative glances from Wall Street. To wit, KeyBanc has now noted with manifest positivity NVIDIA’s recent switch to the Bianca compute board, which pairs one CPU with 2 GPUs, from the earlier Cordelia compute board, which adhered 2 CPUs to 4 GPUs, for the GB300 Blackwell Ultra GPUs. The investment bank explains the rationale behind this change in the […]
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