Nvidia’s Blackwell GPUs have been touted as the next big thing in AI and high-performance computing. Launched at the end of 2024, these GPUs are designed to power large-scale AI models with unprecedented efficiency and speed. Nvidia CEO Jensen Huang even called it the “engine to power this new industrial revolution”. However, it has been unusually quiet lately about any updates or developments regarding Blackwell.
Despite the excitement, companies that have integrated Blackwell GPUs haven’t exactly been singing praises. There have been mixed reviews, with some users reporting issues and others finding it hard to justify the high costs compared to the performance gains. It’s possible that Blackwell is just a newer version of a GPU, with incremental updates rather than revolutionary changes.
Recently, Nvidia announced that demand for Blackwell GPUs is far outstripping supply. According to Wedbush analyst Daniel Ives, not a single deployment has been delayed or altered due to the emergence of DeepSeek, a competitor from China. This suggests that despite the competition, Nvidia’s Blackwell GPUs remain in high demand.
Analysts remain bullish on Nvidia’s prospects, with many believing that the AI revolution will continue to drive demand for Nvidia’s products. However, some tech bears are skeptical, pointing to the emergence of cheaper alternatives like DeepSeek.
While Nvidia’s Blackwell GPUs have certainly made a splash, the real-world reviews and integration experiences have been a mixed bag. It remains to be seen whether Nvidia can maintain its dominance in the AI space or if competitors like DeepSeek will start to chip away at its market share.
Sources:
https://www.nvidia.com/en-us/data-center/blackwell
https://www.techcrunch.com/2025/02/15/deepseek-ai-gpus-launch
https://www.tomshardware.com/pc-components/gpus/nvidia-geforce-rtx-5090-review
https://www.trustedreviews.com/explainer/nvidia-blackwell-b200-4509245
https://www.ign.com/articles/nvidia-geforce-rtx-5070-ti-review
https://www.proxpc.com/blogs/gpu-hardware-requirements-guide-for-deepseek-models-in-2025