Blackwell

15 atoms · 跨 13 天 · 首见 2026-05-05 · 最近 2026-07-01

三色: 🟦 fact 8 · 🟥 take 7 · stance ▲4/▼4/◆4

来源: X 15

时态: fresh:14 · expired:1

标签: 好观点:6 · 好数字:5 · 好信源:5 · 好思考:1

叙事 (narrative) (5)

• 2026-05-30 · 生命周期长度
  Will Blackwell have been the Nvidia generation with the shortest effective life cycle ever?
  tags: 好思考 · → daily
  value: direction=shortest
• 2026-06-27 · 出口管制风险
  블랙웰과 베라 루빈을 동맹국에 수출 통제하기 전에 빨리 들여오는 게 좋을 것이야...
  tags: 好观点 · → daily
• 2026-06-20 · rental price discount vs inference API
  You can just rent Blackwell hours at 90% discount of inference API prices.
  tags: 好观点 · → daily
  value: qty=90% · direction=below
• 2026-05-18 · 购买量
  블랙웰 제일 많이 사간걸로 알고 있는데 왜 성능이 안나오는지 잘 모르겠습니다 ㅋㅋ
  tags: 好观点 · → daily
  value: qty=最大
• 2026-05-14 · 对中国市场供应消费级及工作站级产品
  중국에 사실상 소비자향 및 워크스테이션급 블랙웰이 공급된다는 것
  tags: 好观点 · → daily

预测 (forecast) (3)

• 2026-06-23 · 渗透率上升对推理成本影响
  Blackwell, trainium3渗透上升加上模型优化可以把推论成本压低10-20x
  tags: 好观点 · → daily
  value: qty=10-20x降低
• 2026-05-05 · inference speed improvement for DeepSeek v4
  should actually be faster on US inference with nvfp4 and blackwell 🥲
  tags: 好观点 · → daily

事实 (fact) (7)

• 2026-06-05 ⭐ · 上半年前景
  블랙웰 시스템은 매우 성공적인 상반기를 보냈고
  tags: 好数字·好信源 · → daily
  value: date=H1 2026
• 2026-06-11 · more deployments coming online
  More Blackwells, TPU v7/v8, Trainium v3 are coming online
  tags: 好信源 · → daily
• 2026-07-01 · nvswitch latency
  Blackwell nvswitch is 300ns
  tags: 好数字 · → daily
  value: qty=300ns
• 2026-06-07 · 消费级对应型号
  Blackwell = 5090
  tags: 好信源 · → daily
  value: qty=5090 · date=
• 2026-06-01 · 未授权进入中国
  블랙웰 등 수십만개 中 흘러 들어가
  tags: 好信源 · → daily
  value: qty=数十万个 · direction=negative
• 2026-05-26 · 每GPU功耗
  When you’re pushing 1,000W+ per GPU and 120–132kW per rack, even an RDHx catching the exhaust structurally fails at the silicon level.
  tags: 好数字 · → daily
  value: qty=1000W+
• 2026-05-26 · 每机架功耗
  When you’re pushing 1,000W+ per GPU and 120–132kW per rack, even an RDHx catching the exhaust structurally fails at the silicon level.
  tags: 好数字 · → daily
  value: qty=120-132kW

时间轴 (近 20)

• 2026-07-01 · fact · nvswitch latency · → daily
• 2026-06-27 · narrative · 出口管制风险 · → daily
• 2026-06-27 · forecast · 内存/逻辑成本比 · → daily
• 2026-06-23 · forecast · 渗透率上升对推理成本影响 · → daily
• 2026-06-20 · narrative · rental price discount vs inference API · → daily
• 2026-06-11 · fact · more deployments coming online · → daily
• 2026-06-07 · fact · 消费级对应型号 · → daily
• 2026-06-05 · fact · 上半年前景 · → daily
• 2026-06-01 · fact · 未授权进入中国 · → daily
• 2026-05-30 · narrative · 生命周期长度 · → daily
• 2026-05-26 · fact · 每GPU功耗 · → daily
• 2026-05-26 · fact · 每机架功耗 · → daily
• 2026-05-18 · narrative · 购买量 · → daily
• 2026-05-14 · narrative · 对中国市场供应消费级及工作站级产品 · → daily
• 2026-05-05 · forecast · inference speed improvement for DeepSeek v4 · → daily

← 实体目录 · 系统日志