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Blackwell

also referred to as: blackwell gpus

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jul 29, 2026 by Stuart (Stu) · across every show →

Everything said about Blackwell, oldest first

Jul 29, 2026 positive
Assertion Supported
Stuart: TMA saturates NVLink on Blackwell using roughly 15 SMs
“So on Blackwell, we find that with roughly 15 SMs out of one 48 TMA is able to saturate the NVLink.”
Stuart (Stu) Jul 29, 2026 ▶ 15:27 Multi-GPU Kernels, Intelligence per Watt, Heterogeneous Inference, and More | YC Paper Club · Y Combinator
Jul 29, 2026 positive
Assertion Supported
Stuart: Cursor uses ParallelKittens on tens of thousands of Blackwell GPUs
“For example, Cursor is using it to train Composer on tens of thousands of Blackwell GPUs.”
Stuart (Stu) Jul 29, 2026 ▶ 20:57 Multi-GPU Kernels, Intelligence per Watt, Heterogeneous Inference, and More | YC Paper Club · Y Combinator
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