Microsoft's New Blackwell Server Rack Could Be Bad News for These 2 AI Stocks
In a recent post on X, formerly Twitter, Microsoft proudly displayed its first server rack featuring Nvidia's newest Blackwell graphic processing units (GPUs). Microsoft is believed to be the first ...
Nvidia might be considering using sockets for its next AI mega GPUs but that's not going to happen with its GeForce graphics cards
The report in question comes from Trendforce (via Chiphell) which claims that for its next series of Blackwell AI chips, the ...
Nvidia stock tests record highs as Wall Street defends chipmaker's valuation amid 'AI arms race'
Nvidia stock is trading at a forward price-to-earnings multiple of about 35x, which is below its three-year and five-year ...
AMD's AI punches are landing where it counts - against Nvidia
Beyond GPUs, AMD last week announced new server CPUs, codenamed Turin, officially the 5th Gen EPYC processor, along with new networking chips (DPU) that target the growing need for faster and more ...
Nvidia's Blackwell Is Set To Crush Expectations -- Major Re-Pricing Likely
Nvidia's upcoming Blackwell GPU, driven by AI demand, is poised for significant revenue growth. Read more about NVDA stock ...
Hyperscalers in 'existential arms race' over chip spending: Analyst
Nvidia (NVDA) stock has been running and seems unstoppable as it in on the threshold to a new all-time high. The AI chipmaker ...
NVIDIA Blackwell GPUs Sold Out: Demand Surges, What’s Next?
NVIDIA Blackwell GPUs are sold out for the next 12 months due to skyrocketing demand. Discover what this means for consumers ...
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Nvidia’s stock heads for new all-time high
Nvidia’s stock is blasting forward again, edging closer to an all-time high. Investors are riding a wave of relief after Nvidia squashed fears about product delays and long-term growth. The stock is ...
Analyzing AMD’s Next-Generation CPU, GPU And DPU
With its new releases at the Advancing AI 2024 event, AMD has positioned itself as a legitimate competitor to Nvidia in ...
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NVIDIA CEO Praises Elon Musk’s 'Superhuman' Abilities, Predicts $1 Trillion GPU Market Boom
In a recent interview, NVIDIA CEO Jensen Huang praised Elon Musks exceptional engineering capabilities and predicted a $1 ...
Nvidia notches record close, could unseat Apple as most valuable company
(Reuters) -Shares of Nvidia closed at their highest ever on Monday, putting the heavyweight AI chipmaker on the brink of ...
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NVIDIA Blackwell GPUs Fully Sold Throughout Next Year Amid High Demand from Major Tech Firms
NVIDIA's latest Blackwell series GPUs are fully sold out for the next twelve months. In a recent investor meeting, NVIDIA CEO ...