TheAIBlog.
GPU economics, inference, multi-node training and bare-metal infrastructure — notes from the team running whole-node B300.
How Much Blackwell Actually Exists?
Blackwell shipments set records every quarter — and the median public B300 on-demand price rose 57% since November. We reconstruct how much has actually shipped (~7M packages), how little of it is rentable (two sub-12-month listings), and why prices rise while supply booms.
The Blackwell Fact Table
Every figure from “How Much Blackwell Actually Exists?” with its source: shipments, the B300 slice, capex and anchor deals, manufacturing ceilings, Rubin, the H100 precedent — plus methodology notes and unit conventions.