L2 · ChipsAccelerator⬦ ChokepointUnited States

Nvidia Data-Center GPU (Blackwell/Rubin)

The GPU product line that is the default AI training and inference accelerator

Map

Layers as clusters, money as arcs, brand marks on the biggest stars

AI Intelligence Graph

Starting the view

Follows the graph · 1 entity

Full file coming soon. Nvidia Data-Center GPU (Blackwell/Rubin)'s links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file

Overview

Ask the graph

answers only from the graph's sourced facts, with citations

Forecast record

No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.

L2 Chips · Accelerator · United States · chokepoint

Nvidia Data-Center GPU (Blackwell/Rubin)

The GPU product line that is the default AI training and inference accelerator

Part of

RSS
Links
67
Deals from filings
0
Exposed if it fails
38
79 within 2 steps
It depends on
22
71 within 2 steps

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

What it is

Nvidia's data-center GPU line is the product embodiment of the company's dominance: Hopper (H100/H200) gave way to Blackwell (B200, GB200) in 2025 and points to Rubin in 2026. These parts pair large HBM3E/HBM4 stacks with NVLink to scale into rack-level systems like the GB200 NVL72. Every part is fabricated by TSMC on N4/N3-class nodes using CoWoS packaging, making the product line's output physically gated by TSMC packaging capacity.

Key facts

from its map entry
Generations
Hopper (H100/H200) → Blackwell (B200/GB200) → Rubin
Memory
HBM3E now, HBM4 on Rubin
Scale-up unit
GB200 NVL72 (72 GPUs, NVLink domain)

Pick a link to move the graph there: · · · · · · ·

Connections67 links

Pulled 28 Oct 2026 · AI Systems Map links

Its suppliers

21
+5

Who depends on it

37
+21

Backed by

1

Rivals

2

Policy

1

Designs

1

Compare two: what Nvidia Data-Center GPU (Blackwell/Rubin) shares with another entity

Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.

Data sources1 source

SourceFeedsData datedPulledPulled againStatus
AI Systems Map links67 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.