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Blackwell

All articles tagged with #blackwell

business4 months ago

Nvidia Surpasses Earnings Expectations Amid Mixed Sales and Market Reactions

Nvidia's Q2 earnings slightly beat expectations with $46.74 billion in revenue, but shares fell 4% due to the absence of H20 chip sales to China amid ongoing trade restrictions. The company highlighted strong demand for AI infrastructure, especially for its upcoming Blackwell chips, and called for US regulatory approval to sell more advanced products to China. Despite geopolitical hurdles, Nvidia's datacenter revenue and margins are growing, and the company remains optimistic about future opportunities.

business4 months ago

Nvidia's Record Sales and Market Impact Amid AI Boom

Nvidia reported a record $46.7 billion in revenue for the quarter, driven by a 56% increase in AI-related data center sales, particularly its Blackwell chips, amid ongoing global AI infrastructure growth and geopolitical challenges in China. The company expects $54 billion in revenue next quarter, with a focus on AI platform development and market expansion.

business1 year ago

Nvidia CEO Jensen Huang Delivers Optimistic AI Outlook Amid Investor Concerns

Nvidia CEO Jensen Huang announced a partnership with SoftBank to build Japan's largest AI infrastructure using Nvidia's DGX platform, marking a significant step in AI integration into telecommunications. Despite Nvidia's recent stock dip, the company's record quarterly sales and future AI projects, including the Blackwell architecture, highlight its growth potential. This collaboration aims to transform SoftBank's network into an AI grid, offering expansive applications and reinforcing Nvidia's bullish outlook.

technology1 year ago

NVIDIA's RTX 50 Series Set for Early 2025 Launch with Leaked Specs

NVIDIA is set to launch four GeForce RTX 50 "Blackwell" gaming GPUs, including the RTX 5090, 5080, 5070 Ti, and 5070, in early 2025, with the initial release expected in Q1. The RTX 5090 and 5080 are anticipated to debut at CES, followed by the 5070 Ti and 5070 in February. Mainstream variants like the RTX 5060 Ti and 5060 may arrive by May 2025. The RTX 5070 Ti is rumored to feature 8960 Cuda Cores and 16 GB GDDR7 memory, while the RTX 5070 will have 6400 Cuda Cores and 12 GB GDDR7 VRAM.

technology1 year ago

Nvidia's Blackwell AI Chips: Anticipation Builds Amid Concerns and Optimism

Nvidia is set to launch its highly anticipated Blackwell architecture, featuring six transformative technologies, including the most powerful GPU yet. The launch is expected to drive significant demand from major tech companies like Microsoft, Oracle, and OpenAI. Despite potential supply chain risks, Nvidia's extensive network of suppliers and partners is expected to support a rapid production ramp-up. While the company's gross margin may dip slightly during the initial launch phase, it is projected to stabilize at mid-70% as production scales, positioning Nvidia for continued growth in the AI sector.

business1 year ago

Nvidia's Blackwell AI Chip Demand Surges Amid Production Challenges

Nvidia's stock experienced fluctuations after the company reported better-than-expected fiscal Q3 results but provided conservative sales guidance for the current period. Analysts generally viewed the guidance as typical of Nvidia's strategy to underpromise and overdeliver, with many raising their price targets. The company is ramping up production of its next-generation Blackwell AI chips, which are in high demand. Concerns were noted about a temporary dip in gross profit margins due to the production ramp. Despite supply constraints, Nvidia is expected to maintain its lead in the AI chip market.

business1 year ago

Nvidia Confirms Blackwell Chip Progress Amid Customer Concerns

Nvidia has reassured investors that its new Blackwell chip lineup will sustain its AI-driven growth, despite higher-than-expected production costs impacting profit margins. The company's sales forecast fell short of some Wall Street expectations, leading to a 2% drop in shares. Nvidia's fiscal fourth-quarter sales are projected at $37.5 billion, slightly above the average analyst estimate but below the highest projections. The demand for Nvidia's AI accelerator chips remains strong, though supply constraints are expected to persist for several quarters.

technology1 year ago

Nvidia Reassures on Blackwell AI Chip Amid Overheating Concerns

Nvidia has announced that its new Blackwell AI chips are in full production, contributing significantly to its record AI revenue and profits, which have surpassed its traditional gaming business. Despite reports of potential cooling issues, Nvidia assured investors of Blackwell's success, having shipped 13,000 samples this quarter. The company's AI data centers generated $30.7 billion in revenue, dwarfing its gaming segment. Nvidia and AMD are both accelerating chip development to meet growing AI demand, while Intel lags behind in the AI sector.