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 ...
Nvidia Takes Center Stage at AI Summit with Pioneering Blackwell Platform
Despite stiff competition from AMD and Intel, Nvidia has managed to maintain a commanding 98% market share in the data-center ...
Datacenter Dynamics7h
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 ...
EconoTimes8h
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 ...
Blackwell Won't Save Nvidia's Share Price
Despite strong financial performance, Nvidia's slowing revenue growth and declining margins indicate risk. Read about ...
EconoTimes23h
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 ...
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 ...
Nvidia Shares Jump After CEO Jensen Huang Notes ‘Insane’ Demand For Blackwell AI ‘Superchip’
Nvidia chief Jensen Huang said during an interview with CNBC on Wednesday that demand for the tech giant’s Blackwell ...
Foxconn to build Taiwan’s fastest AI supercomputer with Nvidia Blackwell
Nvidia and Foxconn are building Taiwan’s largest supercomputer using Nvidia Blackwell chips.
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 ...