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The Latest Breaking News from Blackwell

Nvidia may postpone volume ramp-up of Blackwell machines: TrendForce

Nvidia may have to delay the volume ramp of Blackwell machines due to overheating and interconnect issues.

Tom’s Hardware

Microsoft is Nvidia's biggest AI chip buyer of the year, and it's not even close. With ByteDance and Tencent coming out ahead of Zuck, Bezos, and Musk's outfits, too

Beat that, Blackwell.

PC Gamer

Is Nvidia Stock Cooling Off, or Poised to Hit $220 in 2025?

Nvidia stock has been on a downward trajectory. A slowdown in AI spending by hyperscalers could weigh on the company’s financial performance.

Barchart

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Inno3D hints at Neural Rendering and Advanced DLSS technology for Nvidia's next-gen RTX 50-series GPUs — DLSS 4 may debut with Blackwell

Inno3D has teased a few new technologies in its PR for CES 2025, alluding to what seems is DLSS 4 with asset generation.

Tom’s Hardware

Nvidia RTX 5080 allegedly adopts faster 30 Gbps GDDR7 modules, delivering 960 GB/s of bandwidth — The remaining Blackwell lineup is expected to stick with slower 28 Gbps memory

While the remaining RTX 50 lineup adopts 28 Gbps VRAM, Nvidia is rumored to equip the RTX 5080 with faster 30 Gbps modules.

Tom’s Hardware

RTX 5090 will seemingly come armed with 32GB VRAM, and I'd be surprised if 8K gaming isn't a thing this generation

New leaks via Zotac suggest the Nvidia GeForce RTX 5090 will pack 32GB GDDR7 VRAM, which could mean it'll pull off proper 8K gaming performance.

GamesRadar

Nvidia teases RTX 50 Blackwell Gaming GPUs for launch next month — The Witcher IV's first cinematic trailer likely leveraged the upcoming RTX 5090

Nvidia has dropped the first teaser for its RTX 50 lineup alongside another small hint from CD Projekt in its trailer for Witcher IV.

Tom’s Hardware

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Nvidia cranks RTX 5000 GPU hype machine up to full speed, teasing ‘GeForce at CES 2025’ as Witcher 4 trailer drops a big hint

Witcher 4 trailer is powered by an ‘unannounced Nvidia GeForce RTX GPU’ apparently – which is surely the RTX 5090.

TechRadar

AI Startup iGenius Taps Nvidia For AI Data Center In Italy Leveraging Blackwell Chips

In 2025, iGenius will build a large data center in Italy with 80 of Nvidia's advanced servers to develop open-source AI solutions for secure industries.

Benzinga

NVIDIA’s Blackwell Chips Set for Arizona Manufacturing by TSMC?

NVIDIA is in talks to bring Blackwell production to the US, potentially reducing risks and increasing capacity for the in-demand chipset.

MarketBeat

TSMC is reportedly in talks with Nvidia to make Blackwell GPUs in Arizona — Blackwell silicon needs to be shipped back to Taiwan for assembly

If TSMC reaches a deal with Nvidia, it could reportedly produce Nvidia's Blackwell GPUs at its Fab 21 in Arizona.

Tom’s Hardware

Elon Musk plans to scale the xAI supercomputer to a million GPUs — currently at over 100,000 H100 GPUs and counting

xAI to scale the Colossus supercomputer to one million processors, which could create the most powerful machine in the world.

Tom’s Hardware

Nvidia's Latest Record Quarter Show Its AI Dominance Remains Intact

Last week, Nvidia Corporation (NASDAQ: NVDA) issued its third quarter results, topping both sales and earnings estimates as well as posting a better-than-expected current quarter guidance as its end-customers, including Microsoft Corporation (NASDAQ:

Benzinga

Is Nvidia Stock a Buy or a Sell After its Recent Earnings Report?

Nvidia's stellar earnings report, with a 94% year-over-year revenue increase, has been met with a surprisingly muted market reaction, leaving investors wondering if the stock still has room to run. Despite this, Wall Street remains bullish, with many analysts raising their price targets and predicting a bright future for the…

Barchart

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Tom’s Hardware

The RTX 5090's GB202 GPU will reportedly be the largest desktop chip from Nvidia since 2018 coming in at 744mm-squared — 22% larger than AD102 on the RTX 4090

Rumor has it that Nvidia's RTX 5090 wielding the GB202 chip has a massive 744mm-squared die size. Nvidia is expected to announced the Blackwell RTX 50-series GPUs at CES 2025 in January.

TechRadar

RTX 5070 Ti leak suggests Nvidia has a powerful GPU up its sleeve that uses the same chip as the RTX 5080

We’re now hearing chatter from the grapevine about another possible next-gen GPU from Nvidia – could we see the RTX 5070 Ti as soon as CES 2025?

PC Gamer

Nvidia's RTX 5070 Ti GPU specs have supposedly leaked and I'm not sure if I'm excited or exasperated

It'll probably come down to money, it always comes down to money...

Fortune

Nvidia CEO waves off Blackwell production concerns; CFO says demand is ‘staggering’

Huang brushed aside reported engineering snags with the new GPU offering and said the platform’s Q4 sales should exceed prior estimates.

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Tom’s Hardware

Nvidia warns of gaming GPU shortage this quarter, recovery in early 2025 — Chipmaker rakes in record profits as net income soars by 109% YoY

Nvidia's CFO expects weaker gaming GPU revenue in Q4 24 due to a supply-demand mismatch. A decline in production and supply of Ada right before the Blackwell launch makes sense, especially with the apparent delays in getting RTX 50-series out the door.

Barchart

Nvidia Stock: Why Any Pullback is a Buying Opportunity

Nvidia’s outlook for Q4 revenue came in slightly below analysts' forecasts and its margins are under pressure, prompting a modest dip 2.5% in after-hours trading.

MarketBeat

NVIDIA Growth Slows: So What? The Uptrend Will Continue

NVIDIA's Q3 results are impressive as ever, with data center revenue growing by triple digits and the demand outlook for Blackwell improving.

Fortune

Nvidia crushes expectations, more than doubling its profit amid a 94% surge in revenue as AI demand booms

Nvidia topped analyst estimates across all metrics on its third quarter earnings call.

Tom’s Hardware

Lenovo warns of potential RTX 5050 mobile GPU price hike — budget mobile Blackwell GPU rumored to co-exist with the RTX 4050

Lenovo's Project Manager at Weibo says that RTX 4050 sales will continue alongside the RTX 5050 - suggesting a higher price tag for the latter.

TechRadar

Nvidia RTX 4050 could be the ‘Terminator GPU’ of this laptop generation that refuses to die when the RTX 5050 arrives

Nvidia rumored to be keeping RTX 4050 laptop GPU to sit under RTX 5050 when it arrives – so will this help with cheaper gaming laptops?

Kiplinger

Stock Market Today: Stocks Rally Despite Rising Geopolitical Tension

The main indexes were mixed on Tuesday but closed well off their lows after an early flight to safety.

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