Coreweave powers up with Nvidia's Blackwell Ultra chips, Dell servers inside

2025-07-03 nvidia

new york, Thursday, 3 July 2025.
CoreWeave is now the first cloud provider to deploy Dell servers using Nvidia’s Blackwell Ultra AI chips. These chips promise significant improvements for AI model training. Nvidia claims the Blackwell Ultra can produce 50 times more AI content than its predecessor. CoreWeave’s early adoption strengthens its position in the competitive AI cloud market. The new systems feature liquid cooling, 72 Blackwell Ultra GPUs, and 36 Nvidia Grace CPUs. This deployment is a win for Nvidia, as investors closely monitor the Blackwell Ultra rollout.

Nvidia’s market advantage

Nvidia’s Blackwell Ultra chips are in high demand for their enhanced AI model training and deployment capabilities [1]. CoreWeave’s deployment of these chips highlights Nvidia’s competitive edge [1]. Nvidia CEO Jensen Huang believes custom AI chip projects face challenges due to his company’s advantage [7]. Microsoft has delayed its in-house AI chip launch, partly due to concerns about competing with Nvidia [7]. This further solidifies Nvidia’s position as a leader in the AI chip market [7].

Impact on nvda stock

The deployment of Blackwell Ultra chips is a milestone for Nvidia [1]. Investors closely monitor Nvidia’s transitions to new AI chips [1]. They watch for production issues or delays [1]. Nvidia CFO Colette Kress stated Blackwell Ultra shipments would begin this quarter [1]. On Thursday, Nvidia’s stock rose less than 2% following the announcement [1]. CoreWeave shares increased by 6%, while Dell shares saw a rise of about 2% [1].

Coreweave’s strategic move

CoreWeave’s deployment of Nvidia’s GB300 NVL72 platform allows clients to develop more complex AI models faster [2]. Peter Salanki, Co-Founder and CTO of CoreWeave, said they are pushing AI development boundaries [8]. They aim to deploy cloud capabilities for training next-generation AI models [8]. CoreWeave plans to scale these deployments worldwide [8]. CoreWeave’s ability to offer Nvidia’s latest chips first differentiates it from larger cloud providers like Amazon, Google, and Microsoft [1].

Partnerships and cybersecurity

Nvidia is also partnering with Trend Micro to develop AI-driven security tools [3]. These tools will run on Nvidia’s AI chips [3]. They are designed to detect intruders and protect sensitive data [3]. Trend Micro’s COO, Kevin Simzer, noted that businesses adopting AI systems are attractive targets for cybercriminals [3]. The integration of Nvidia’s AI technologies into cybersecurity solutions offers key benefits, particularly for AI data centers [3].

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ai infrastructure nvidia blackwell