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![Beth_Kindig Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::499993648.png) Beth Kindig [@Beth_Kindig](/creator/twitter/Beth_Kindig) on x 161.1K followers
Created: 2025-07-23 16:57:41 UTC

While Dell $DELL and others have likely started early production of Nvidia’s $NVDA Blackwell Ultra systems, larger scale shipments of the GB300 NVL72 are expected to ramp in September. 

$SMCI $AMD $CRWV


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[Post Link](https://x.com/Beth_Kindig/status/1948064991103561835)

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Beth_Kindig Avatar Beth Kindig @Beth_Kindig on x 161.1K followers Created: 2025-07-23 16:57:41 UTC

While Dell $DELL and others have likely started early production of Nvidia’s $NVDA Blackwell Ultra systems, larger scale shipments of the GB300 NVL72 are expected to ramp in September.

$SMCI $AMD $CRWV

XXXXXX engagements

Engagements Line Chart

Related Topics smci nvda $amd $dell dell stocks technology $nvda $smci

Post Link

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