All articles tagged with #blackwell
Nvidia CEO Jensen Huang says demand for compute power is growing exponentially as enterprises adopt agentic AI, calling Nvidia’s Blackwell platform and NVLink the current king of inference and signaling that the Rubin platform should deliver similar cost efficiency.
Meta expands its Nvidia partnership by ordering millions of Blackwell and Rubin GPUs and CPUs in a multibillion-dollar deal to boost AI inference in Meta’s data centers, reinforcing Nvidia’s lead in AI chips and easing concerns about Broadcom or Google’s TPUs eroding share. Meta will also integrate Nvidia Spectrum-X switches; pricing wasn’t disclosed, and analysts see Nvidia continuing to gain momentum as hyperscalers push full-stack silicon and networking solutions.
Nvidia is increasing its orders with TSMC due to soaring demand for its Blackwell AI chips, indicating strong growth in AI hardware markets.
Nvidia CEO Huang has confirmed a soaring demand for Blackwell AI chips, indicating strong market interest and growth prospects in AI hardware.
Wisconsin Badgers opened their season with a dominant 96-64 win over Campbell, highlighted by John Blackwell's 31-point performance, strong contributions from bench players Janicki and Carrington, and solid performances from transfer starters Boyd and Rapp, showcasing team depth and individual talent.
Nvidia's shares surged after US President Trump indicated he would discuss the export of Blackwell AI processors to China with Xi Jinping, raising hopes of a deal that could propel Nvidia to a $5 trillion market value and significantly impact US-China tech relations.
Nvidia's stock rises as CEO Huang highlights high demand for Blackwell, calling it the start of a 'new industrial revolution'.
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.
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.
The MSI Ventus GeForce RTX 5070 12GB graphics card is now available below its launch price of $549, at $539 from Newegg's eBay store, making it the best deal for this GPU which performs comparably to the RTX 4070 Super and supports DLSS 4 technology, ideal for 1440p gaming.
The NVIDIA GeForce RTX 5050 is rumored to launch as soon as July, featuring GDDR7 memory, 8 GB VRAM, and based on the GB207 die, making it likely NVIDIA's entry-level GPU in the RTX 50 series with a slight performance bump over the RTX 4050.
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.
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.
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.
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.