Details

  • OpenAI has unveiled GPT-5.2, its newest large language model, trained and deployed exclusively on NVIDIA infrastructure including Hopper and GB200 NVL72 systems.
  • Major AI research labs such as OpenAI, Runway, Mistral, Cohere, and others are adopting NVIDIA Blackwell accelerators, reflecting a broader industry shift toward NVIDIA's ecosystem.
  • NVIDIA's GB200 NVL72 offers 3x faster training than Hopper, nearly doubling performance per dollar, while the forthcoming GB300 promises a 4x speed boost, with these advances showcased in MLPerf Training 5.1 benchmarks.
  • Scaling frontier models now requires massive infrastructure, often leveraging hundreds of thousands of GPUs, with NVIDIA leading in accelerator performance, networking, and software for pretraining, post-training, and inference.
  • NVIDIA's Blackwell architecture supports a range of AI domains including text, speech, image, video, biology, and robotics, with leading models like Runway's Gen-4.5 and GWM-1 leveraging Blackwell, and broad availability through all major cloud providers.

Impact

NVIDIA is cementing its role as the backbone of advanced AI infrastructure, with 3–4x training speed improvements and increased cost efficiency catalyzing industry-wide adoption. This elevates NVIDIA’s competitive edge but also raises concerns about vendor lock-in for organizations not aligned with its platform. As cloud providers push rapid Blackwell rollout, the pressure mounts for competitors to narrow the performance and pricing gap.