NVIDIA has hit some major roadblocks with its new Blackwell AI GPUs, with redesigns in the works, and a new B200A on the way… but in the middle of this mess, we get some new details on the specs of Blackwell Ultra.
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NVIDIA first teased its mid-generation refresh “Blackwell Ultra” earlier this year, as well as its next-gen Rubin R100 AI GPU that will feature ultra-fast HBM4 memory in 2025 (if there’s no delays for Rubin, as there are with Blackwell).
SemiAnalysis has the scoop here, with Blackwell Ultra acting as a mid-generaiton enhancement of Blackwell, with the standard CoWoS-L Blackwell Ultra known as “B210” or “B200 Ultra”. Inside, NVIDIA’s new Blackwell Ultra features both a memory refresh — up to 288GB of 12-Hi HBM3E memory — and performance enhancements of up to 50% in FLOPS.
B200A will have a Blackwell Ultra version too, but there will be no memory upgrades, with SemiAnalysis reporting that the die “may be redesigned to lift FLOPS”.
NVIDIA’s upgraded B200A Blackwell Ultra also introduces a brand new MGX NVL 36 form factor, with B200A Ultra also coming in HGX configurations like the original B200A.