Morgan Stanley Thinks Blackwell Chips Could Generate $10 Billion in Sales for Nvidia by Q4. Here's 1 Other Figure I'm More Interested to See.
Nvidia's stock price may not see a significant boost given high valuation multiples, unless there are positive signs from ...
Datacenter Dynamics5h
Nvidia’s Blackwell GPUs sold out for 12 months
According to Moore, the product rollout is on schedule and Nvidia’s Blackwell GPUs are “booked out 12 months,” meaning ...
EconoTimes6h
Morgan Stanley Explains NVIDIA’s Blackwell GPU Bottleneck, Predicts Strong Production Ramp-Up
Morgan Stanley provided new insights into NVIDIAs recent Blackwell GPU production bottleneck, citing a minor design flaw as ...
Nvidia eyes record high, spurred by Blackwell chip, TSMC sales
Nvidia (NVDA) is within striking distance of its stock's all-time high as it re-approaches this record mark. The chipmaker ...
AMD's Nvidia-challenging chip has arrived, but challenges remain
Despite strong sales and good reviews for its AI-related chips, AMD faces an uphill battle. Nvidia's chips use the company's ...
EconoTimes21h
Nvidia’s Blackwell Sold-Out for the Year—Stock Buy Surge Expected as AI Market Booms
Nvidias cutting-edge Blackwell AI processors are officially sold-out for the remainder of 2024, pushing the stock buy point ...
Blackwell Won't Save Nvidia's Share Price
Despite strong financial performance, Nvidia's slowing revenue growth and declining margins indicate risk. Read about ...
Forbes7h
AMD Launches MI325 AI Accelerator To Challenge Nvidia. Stock Fell 4.5%
Chasing Nvidia is hard; Team Green simultaneously countered with new software that can triple AI performance. Consequently, ...
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 ...
AMD's Latest GPUs Should Scare Nvidia
AMD's new GPUs challenge Nvidia, impacting margins and enhancing performance. See more on how AMD stock can benefit from this ...
Foxconn to build Taiwan’s fastest AI supercomputer with Nvidia Blackwell
Nvidia and Foxconn are building Taiwan’s largest supercomputer using Nvidia Blackwell chips.
Morgan Stanley recently met with Nvidia's management team. Here are the biggest takeaways as the bank eyes another 12% upside for the stock.
Nvidia's Blackwell GPU chips are sold out for the next 12 months, Morgan Stanley said after hosting CEO Jensen Huang and CFO ...