NVIDIA has hit some major roadblocks with its new Blackwell AI GPUs, with redesigns in the works, and a new B200A on the way... but in the middle of this mess, we get some new details on the specs of Blackwell Ultra.

NVIDIA first teased its mid-generation refresh "Blackwell Ultra" earlier this year, as well as its next-gen Rubin R100 AI GPU that will feature ultra-fast HBM4 memory in 2025 (if there's no delays for Rubin, as there are with Blackwell).
SemiAnalysis has the scoop here, with Blackwell Ultra acting as a mid-generaiton enhancement of Blackwell, with the standard CoWoS-L Blackwell Ultra known as "B210" or "B200 Ultra". Inside, NVIDIA's new Blackwell Ultra features both a memory refresh -- up to 288GB of 12-Hi HBM3E memory -- and performance enhancements of up to 50% in FLOPS.
B200A will have a Blackwell Ultra version too, but there will be no memory upgrades, with SemiAnalysis reporting that the die "may be redesigned to lift FLOPS".
- Read more: NVIDIA's new Blackwell AI GPUs 'encountering major issues' which require redesign, big delays
- Read more: NVIDIA hits major roadblocks with Blackwell AI GPU: revised B200A AI GPU is now in the works
- Read more: NVIDIA's next-gen Blackwell AI GPUs delayed, rumor has it 'design flaws' are to blame
- Read more: NVIDIA's next-gen Rubin, Rubin Ultra, Blackwell Ultra AI GPUs: also supercharged Vera CPUs
NVIDIA's upgraded B200A Blackwell Ultra also introduces a brand new MGX NVL 36 form factor, with B200A Ultra also coming in HGX configurations like the original B200A.