Analysts update outlook for Nvidia's Blackwell chips
Analysts update outlook for Nvidia's Blackwell chips amid AI boom
Nvidia's new Blackwell processors, a key development in the AI tech race, will soon be a big driver of profit growth.
NVIDIA ships its much-awaited Blackwell AI Chips to OpenAI, Microsoft
Early this year, Jensen Huang delivered the first NVIDIA DGX H200 to OpenAI’s founders, Sam Altman and Greg Brockman.
Microsoft stock gains as Azure becomes first cloud with Nvidia Blackwell chips
Microsoft (MSFT) shares gained more than 1% on Tuesday after it said its cloud business had become the first to offer Nvidia’s (NVDA) new Blackwell GPUs.
Nvidia's Blackwell GPU Sets New AI Benchmark With Over 100 System Configurations, Analyst Says
JPMorgan analyst confident in Nvidia's Q4 performance as they resolve yield issues for next-gen Blackwell GPU. AI spending to skyrocket and Nvidia's dominance in enterprise and China markets solidifies its edge.
Nvidia Stock Rising. Here’s What’s Happening With Blackwell AI Chip Shipments.
Taiwan’s Foxconn said Tuesday it was building the world’s largest manufacturing site for servers to house Nvidia’s GB200 Superchips.
Nvidia set for a surge: Blackwell chip demand drives optimistic outlook
Nvidia Corp., one of the dominant players in the semiconductor industry, is expected to deliver substantial revenue growth moving into the first quarter of 2024, driven primarily by soaring demand for its new Blackwell chip.
Microsoft Azure flaunts world's first custom Nvidia Blackwell racks — tests its own 32 GPU server rack and liquid cooling solution
Microsoft Azure showed off its first cabinet with presumably 32 Blackwell B200 GPUs and a liquid cooling system. It's the ...
Datacenter Dynamics11h
Microsoft becomes first cloud to offer Nvidia Blackwell system
The post said: "Microsoft Azure is the 1st cloud running Nvidia's Blackwell system with GB200-powered AI servers. We're ...
Nvidia's Blackwell GPU, Musk's OpenAI Accusations, Tesla's Robotaxi Event, And More: This Week In AI
Blackwell GPU setting new AI benchmarks to Elon Musk’s controversial comments on OpenAI. Here’s a quick recap of the top ...
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NVIDIA, Foxconn to build Taiwan's fastest supercomputer: with Blackwell GB200 NVL72 AI servers
NVIDIA and Foxconn team to build Taiwan's largest supercomputer: powered by NVIDIA's new Blackwell GB200 NVL72 AI servers, 90 ...
EconoTimes22h
Citi Predicts NVIDIA Margins to Bottom Out in Q1 2025, Growth to Follow Blackwell Launch
Citi expects NVIDIAs gross margins to reach a low point of around 72% in Q1 2025, driven by the companys Blackwell ...
Nvidia stock jumps after CEO Jensen Huang says 'demand for Blackwell is insane'
"Blackwell is in full production, Blackwell is as planned," Jensen Huang said. "Everybody wants to have the most and ...
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NVIDIA Blackwell AI GPU issues addressed: GB200 AI servers to major cloud clients in December
NVIDIA's issues with its Blackwell AI GPUs have been "addressed" according to tech journalist Tim Culpan on X, with actual ...
Nvidia CEO: 'Demand for Blackwell is insane'
Nvidia ( NASDAQ: NVDA) CEO Jensen Huang indicated the demand for its latest GPU, Blackwell, remains on track. "Blackwell is ...
Nvidia RTX 4080 Super GPU could run low on stock imminently, with a possible double whammy of RTX 5080 and 5090 launching together soon
Supposedly Nvidia’s RTX 4080 Super will see limited supply in October, with production coming to an end this month, and the ...