Nvidia has announced the Blackwell Ultra B300, the successor to its already dominant Blackwell architecture. The new chip delivers a tenfold improvement in AI inference performance compared to the H100, cementing Nvidia’s position at the top of the AI hardware market.

Technical Specifications

The B300 Ultra features 288GB of HBM4 memory with 18TB/s of bandwidth — nearly double the previous generation. The chip is manufactured on TSMC’s 2nm process and contains 220 billion transistors.

For large language model inference, the B300 Ultra can process over 100,000 tokens per second for a 70-billion parameter model, making real-time AI applications significantly more practical.

Data Center Implications

Major cloud providers including AWS, Google Cloud, and Microsoft Azure have already committed to deploying B300 Ultra clusters. The chips are expected to be available in cloud instances by Q3 2026.

Supply Chain Concerns

Despite the impressive specifications, analysts warn that TSMC’s 2nm capacity remains constrained. Nvidia has reportedly secured the majority of available wafers through 2027, leaving competitors scrambling for alternatives.