Coreweave Gets First Nvidia GB300 AI Servers From Dell

Nvidia's Chip Advantage - Nvidia is on a one-year release cycle for its chips [1] - Blackwell Ultra offers an almost 50% performance upgrade in token overpriced testing [2] - CoreWeave's early access to Nvidia chips gives them an advantage over hyperscalers [2] CoreWeave's Business - CoreWeave has a backlog of approximately 26 billion dollars [3] - The latest Blackwell Ultra chips are expected to be used for training, while older series will be used for inferencing [3] - CoreWeave's stock price increased following the news [4] Supply Chain Dynamics - Dell is assembling the servers using Nvidia's chips and delivering them to CoreWeave [4] - Dell is prioritized in the supply chain before other server makers [5] Infrastructure Supercycle - Oracle and OpenAI's 30 billion dollar contract signals a significant infrastructure build-out [6] - The infrastructure supercycle is currently unfolding [6]