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GPU economics, inference, multi-node training and bare-metal infrastructure — notes from the team running whole-node B300.

BLACKWELL · B300 · GPU-MARKET

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.

Aug 27, 2026 · 13 min read