By The Banana Rat 🍌🐀

The AI arms race just leveled up — and CoreWeave’s holding the flamethrower. 🔥🔥🔥

👉 On Thursday, Nvidia and CoreWeave announced the first-ever commercial deployment of Blackwell Ultra, Nvidia’s next-gen GPU beast built for the AI era.

Here’s what just dropped:

🧠 Blackwell Ultra GB300 NVL72 Systems

🔹 72 liquid-cooled Blackwell Ultra GPUs

🔹 36 Grace CPUs

🔹 Built by Dell.

🔹 Tested and assembled in the USA 🇺🇸

🔹 Now live inside CoreWeave’s cloud.

💥 This isn’t theory. It’s shipping.

And remember: Nvidia owns a stake in CoreWeave. This isn’t just a supplier. This is family.

🟢 CoreWeave went public earlier this year.

The stock has quadrupled.

Today alone: +6%

📈 Dell: +2%

📈 Nvidia: +1.8%

🚀 CoreWeave: Going orbital.

🔍 Why This Matters

This is the first confirmed commercial install of Blackwell Ultra—Nvidia’s most powerful AI chip ever.

That’s not a press release.

That’s a supply chain milestone.

It signals:

• 🏭 Blackwell production is real.

• ☁️ CoreWeave is first in line for frontier computing.

• 📉 Every other cloud provider is now playing catch-up.

💡 Strategic Takeaway:

CoreWeave isn’t just a client.

It’s Nvidia’s forward operating base in the AI infrastructure war.

The next internet will be built on its racks.

He who owns the software and hardware stack for AI and Robotics wins… and that winner is Nvidia.

🍌🐀 The Banana Rat has spoken.