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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'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.
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 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.
Hosted on MSN
7h
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 Dynamics
3h
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 ...
17h
Next-Gen Nvidia GPUs Could Be Revealed at CES 2025 - What You Need to Know
Nvidia chief Jensen Huang will keynote CES 2025 in Las Vegas, coinciding with rumors of new GPUs. Nvidia's AI and accelerated ...
TweakTown
14h
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 ...
1d
on MSN
Prediction: Here's Where Nvidia Is Headed in 2025
Blackwell production into next year, combined with more planned spending from big tech, should bode well for Nvidia. As a ...
5d
on MSN
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 ...
TweakTown
3h
NVIDIA GeForce RTX 5080 leaked specs: 16GB GDDR7 at fastest 32Gbps, 1TB/sec bandwidth
NVIDIA's second-fastest Blackwell GeForce RTX 50 series GPU will feature the fastest GDDR7 memory at 32Gbps, with 16GB GDDR7 ...
23h
Foxconn is building the world's largest facility to manufacture Nvidia's Blackwell GPUs
Foxconn is set to build the world's largest manufacturing facility for Nvidia's GB200 chips to meet the soaring demand for ...
EconoTimes
14h
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 ...
2d
on MSN
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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