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I tried to reconcile NVIDIA's Blackwell shipment numbers with the GPUs you can actually rent

This story is from 2026-08-31. It is preserved in the archive; the latest stories are on the live feed.

I work on the infra side (GPU cloud — disclosure up front), and I kept hearing "millions of Blackwell GPUs shipped, prices will crash." So I spent a couple of weeks reconstructing the numbers from public sources, including NVIDIA filings, analyst estimates, and marketplace snapshots. A few things I…

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  1. 2026-08-31 11:41 · r/learnmachinelearning
    I tried to reconcile NVIDIA's Blackwell shipment numbers with the GPUs you can actually rent

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