The B200 is the GPU of NVIDIA’s Blackwell generation (DGX B200), followed in this corpus by the GB300. Issue 001 reported Epoch AI’s estimate that memory is nearly half its manufacturing cost, relegating the logic die to a minor line item. It returns in August as the substrate on which Asari AI’s self-improving agents rebuilt the inference stack serving two open models, lifting throughput and interactivity up to 16%.
Hardware
NVIDIA B200
NVIDIA's Blackwell data-center GPU, whose bill of materials Epoch AI found tilting toward memory and on which self-improving agents later rebuilt an inference stack.
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- Welcome to December 12, 2025 (theinnermostloop.substack.com)
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