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.
These 2 Artificial Intelligence (AI) Stocks May Be Better Buys Than Nvidia for the Blackwell Launch
Chipsets known as graphics processing units (GPUs) are an integral component in the development of artificial intelligence (AI) applications. At the moment, Nvidia (NASDAQ: NVDA) holds an estimated 88% of the AI GPU market thanks to its industry-leading A100 and H100 GPUs.
NVIDIA’s Blackwell Chips to Generate $10 Billion in Q4 2024, Says Morgan Stanley
Morgan Stanley expects NVIDIA to ship 450,000 Blackwell chips in Q4 2024, generating around $10 billion in revenue. Despite minor technical challenges, the production ramp-up is set to drive significant growth,
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.
Why Nvidia Stock is Rising Again Tuesday, Nearing Record High
Nvidia (NVDA) stock rose on Tuesday after Foxconn, the world’s largest contract electronics manufacturer, touted strong demand for artificial intelligence servers. Executives at Foxconn—officially named Hon Hai Precision Industry—said Tuesday at the company's annual tech day they were constructing in Mexico the world’s largest facility for
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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 Dynamics5h
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 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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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 GeForce RTX 5080 guide: Everything we know about the new gaming GPU
We share all the latest rumors about the RTX 5080 specs and price, as well as our estimate for the release date of this ...
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 ...
Next-Gen Nvidia GPUs Could Be Revealed at CES 2025 - What You Need to Know
In January, Nvidia Corp (NASDAQ:NVDA) chief Jensen Huang will deliver a keynote at Consumer Electronics Show 2025. The tech ...
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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 ...