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Nvidia, AI
Nvidia Stock May Rise As Musk Aims To Buy $9 Billion In AI Chips
If Nvidia significantly exceeds conservative growth targets with help from Blackwell, the stock could rise despite slowing revenue growth, and the absence of a killer app for generative AI
The Next AI Battle: Who Can Get the Most Nvidia Chips in One Place
Some industry giants are building so-called super clusters of computer servers that cost billions of dollars and contain unprecedented numbers of Nvidia’s most advanced chips.
Three mystery whales have each spent $10 billion-plus on Nvidia’s AI chips so far this year
AI microchip supplier Nvidia, the world’s most valuable company by market cap, remains heavily dependent on a few anonymous customers that collectively contribute tens of billions of dollars in revenue.
35m
Amazon’s Moonshot Plan to Rival Nvidia in AI Chips
The cloud computing giant won’t dislodge the incumbent anytime soon but is hoping to reduce its reliance on the chipmaker.
Wall Street Journal
20h
AI’s Future and Nvidia’s Fortunes Ride on the Race to Pack More Chips Into One Place
Tech titans have a new way to measure who is winning in the race for AI supremacy: who can put the most
Nvidia
...
3d
Nvidia says it will sell more of its next-generation Blackwell chips than previously anticipated
Nvidia on Wednesday signaled that Blackwell sales over the next few quarters will be limited by how many chips and systems it ...
5d
Nvidia’s rivals are focusing on building AI inference chips. Here’s what to know
Startups as well as traditional rivals are pitching more inference-friendly chips as Nvidia focuses on meeting the huge ...
6d
Nvidia’s Blackwell AI Chips in Focus as Sales Growth Slows
The advanced chip maker announces quarterly results this week, as reports suggest its newest chips may overheat in powerful ...
2d
on MSN
Nvidia beats earnings expectations as investors eye demand for Blackwell AI chips
Nvidia has reported a surge in third-quarter profit and sales as demand for its specialized computer chips that power ...
Yahoo
6d
Nvidia's Delayed Blackwell AI Chips Are Overheating in Servers
The Blackwell AI
chips
can be 30 times faster than previous GPUs, according to
Nvidia
. Training and running generative AI ...
ExtremeTech on MSN
3d
Blackwell AI Chips Send Nvidia Earnings Through the Roof
According to Nvidia, 13,000 Blackwell chips have already shipped to customers. Customers will test the chips and prepare for ...
3d
Nvidia Earnings Live Coverage: Results Blow Past Expectations on Booming Demand for AI Chips
The chipmaker at the heart of the AI revolution reported revenue, profit and an outlook that far exceeded analysts' ...
3d
on MSN
Morgan Stanley's Joseph Moore: All indications point to a strong ramp for Nvidia's Blackwell chips
Joseph Moore, Morgan Stanley Nvidia analyst, joins CNBC's 'Money Movers' to discuss outlooks on Nvidia following the ...
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Related topics
Blackwell
Ai
Artificial intelligence
Wall Street
Jensen Huang
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