On March 18th, NVIDIA announced an upgraded successor to the most in-demand hardware in the datacenter industry. Their Hopper generation chips H100 and H200 are succeeded by the Blackwell generation. Here are the key ways the new Blackwell GPUs and Superpod generation will change the datacenter market:

1. Buy or be left behind: The new generation chips promise up to 2.5x the performance of the Hopper predecessor systems. This compels datacenters to upgrade for competitive advantage and operational efficiency. A simple silicon upgrade is not enough to leverage the Blackwell architecture; a system upgrade is required.

2. Transition in datacenter architecture: The move from traditional CPU clusters to racks filled with Blackwell GPUs represents a paradigm shift, offering improved performance within a more compact and energy-efficient footprint.

3. Extended AI capabilities: Blackwell GPUs significantly enhance the capacity of datacenters to efficiently run more demanding AI workloads, improving AI viability for complex use cases.

In essence, NVIDIA is driving a transformative shift in the datacenter landscape, moving it towards more powerful, efficient, and GPU-dominant configurations that are essential for the next generation of computing challenges.