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The Latest Breaking News from Blackwell

Nvidia will reportedly start Blackwell server deliveries in early December — the first servers will go to Microsoft

First, Blackwell-based machines are on track for December delivery, but their volumes are unclear.

Tom’s Hardware

Nvidia expected to produce 450,000 Blackwell AI GPUs in Q4 — potential $10B in revenue for the chipmaker

Nvidia expected to produce 450,000 Blackwell AI GPUs in Q4 — potential $10B in revenue for the chipmaker

Nvidia expected to produce nearly half of a million Blackwell GPUs in the fourth quarter alone, analysts from Morgan Stanley believe.

Tom’s Hardware

Nvidia RTX 4090 graphics card could soon be disappearing off the shelves, paving the way for RTX 5090 launch

Nvidia RTX 4090 graphics card could soon be disappearing off the shelves, paving the way for RTX 5090 launch

Rumor has it that Nvidia is planning to shut down the production lines for the RTX 4090 in October.

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'It's very emotional, it's really tense': Heavy lies the crown of AI dominance as Nvidia's Jensen Huang admits to getting just three hours sleep a night

If I get less than five hours I'm practically dead, but super-Jensen seems ok with three.

Nvidia faces billion-dollar patent challenge over its new AI Blackwell chips

Xockets claims that Nvidia’s AI acceleration technology wasn’t invented in-house but "stolen" by Mellanox, a competitor Nvidia acquired in 2020 for nearly $7 billion.

Nvidia and Oracle team up for Zettascale cluster: Available with up to 131,072 Blackwell GPUs

Oracle says Nvidia's Blackwell GPUs will be available in 2025 as it announces Zettascale cluster powered by up to 131,072 Blackwell GPUs.

Tom’s Hardware

Nvidia vs. Broadcom: Which Mega-Cap Semiconductor Stock is a Better Buy?

This article evaluates Nvidia and Broadcom to determine which mega-cap semiconductor stock represents a better investment opportunity.

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Should You Load Up on Nvidia Stock After Earnings?

Should You Load Up on Nvidia Stock After Earnings?

While Nvidia’s top-line growth remains robust, margin compression may be a factor to watch as the company navigates the change in its product mix and inventory challenges moving forward.

Nvidia says 'every PC with an RTX is an AI PC' as gaming revenue increases 16% year-on-year for the GPU behemoth

Nvidia says 'every PC with an RTX is an AI PC' as gaming revenue increases 16% year-on-year for the GPU behemoth

Gaming's a small but healthy slice of the Nvidia pie.

Nvidia addresses significant Blackwell yield issues, production ramps in Q4

Nvidia addresses significant Blackwell yield issues, production ramps in Q4

Nvidia fixes Blackwell to improve yields but admits that availability in Q4 2024 will be relatively limited.

Tom’s Hardware

Nvidia publishes first Blackwell B200 MLPerf results: Up to 4X faster than its H100 predecessor, when using FP4

Nvidia publishes first Blackwell B200 MLPerf results: Up to 4X faster than its H100 predecessor, when using FP4

Nvidia's Blackwell can deliver 3.7X – 4X higher performance than Hopper H100 processors in generative AI inferencing, according to Nvidia. That's using FP4 vs. FP8 and comparing a single B200 to four H100 GPUs as well.

Tom’s Hardware

Nvidia, the ‘most important stock in the world,’ reports Q2 earnings today: Here's what to watch for

Nvidia, the ‘most important stock in the world,’ reports Q2 earnings today: Here's what to watch for

Investors will be keen to see if a reported design flaw in its Blackwell chips presents a risk to the exponential growth of its AI business.

Should Nvidia Investors Be Worried About Supply Chain Issues Ahead of Earnings?

Should Nvidia Investors Be Worried About Supply Chain Issues Ahead of Earnings?

Nvidia is set to announce its Q2 2024 earnings, and investors are watching closely to see if the AI chip leader can maintain its edge amid supply chain issues and competition. With its strong financial performance and positive analyst sentiment, Nvidia appears well-positioned for continued growth.

Nvidia shows off Blackwell server installations in progress — AI and data center roadmap has Blackwell Ultra coming next year with Vera CPUs and Rubin GPUs in 2026

Nvidia shows off Blackwell server installations in progress — AI and data center roadmap has Blackwell Ultra coming next year with Vera CPUs and Rubin GPUs in 2026

Nvidia showed Blackwell servers being installed and discussed its data center and AI GPU and CPU roadmap in advance of the Hot Chips 2024 conference. Despite reported delays, Blackwell systems are coming online.

Tom’s Hardware

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Nvidia partners indirectly confirm Blackwell B200 GPU delay — offer interested parties liquid-cooled H200 instead

Supermicro says Blackwell got 'pushed out a little bit,' but demand for AI servers is so high that it will not have any meaningful impact on its financial performance.

Microsoft, Meta and more might have to wait for their shiny new AI hardware as Nvidia's Blackwell server GPUs are reportedly delayed

Sources say the first half of 2025 is more likely.

Tom’s Hardware

Nvidia to deliver Blackwell engineering samples this week — chips on track for fourth quarter launch

Nvidia is about to start sampling of Blackwell GPUs for AI applications.

Tom’s Hardware

Nvidia and partners could charge up to $3 million per Blackwell server cabinet — analysts project over $200 billion in revenue for Nvidia

Morgan Stanley says AI server makers can earn $210 billion on AI servers next year.

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Nvidia RTX 5090 may not be the fastest next-gen GPU, as rumors suggest RTX Titan could rise from the grave

The rumor mill would have us believe that Nvidia’s RTX Titan is set to make a shock return with Blackwell graphics cards.

Tom’s Hardware

Nvidia preparing a China-focused variant of its B200 Blackwell AI GPU to comply with US export regulations

Nvidia is reportedly preparing a China-focused variant of its Blackwell B200 AI GPU, dubbed the B20. This will inevitably require some serious alterations and modifications to comply with U.S. export restrictions, which effectively cap performance at around 600 TFLOPS FP8 — the standard B200 is about 7.5 times that fast.

Tom’s Hardware

Nvidia GeForce RTX 50-series launch pushed back to early 2025 according to prominent leaker

A prominent hardware leaker has some bad news for enthusiasts impatiently waiting for Nvidia's next generation of consumer graphics cards. 'I think we won't see RTX 50 until CES,' wrote Kopite7kimi earlier today. Sprinkle liberally with the usual skepticism, naturally.

Nvidia could have big plans for powering up RTX 5000 GPUs (literally) – but new rumor might have you worried your power supply isn’t good enough

New rumor suggests considerable jumps in TDP with next-gen cards, with RTX 5090 and 5060 getting the biggest increases.

Impatient for Nvidia’s RTX 5090 to arrive? This ‘frankenGPU’ that’s basically an RTX 4090 Super will whet your appetite nicely

Disappointed we never got an RTX 4090 Super? Modders have made one, giving us a hint of how quick the RTX 5090 might be.

Tom’s Hardware

Nvidia is now the world's most valuable company by market cap, ahead of Apple, Microsoft, and Google

Nvidia has passed Microsoft and Apple, becoming the world's most valuable company. The rise in valuation comes on the back of data center GPUs, as the world wants more and more AI processors.

Tom’s Hardware

Nvidia will increase shader counts but not ROPS on RTX 50-series GPUs — except on the lowest tier GB207, according to leak

Nvidia's Blackwell gaming-oriented GPU architecture will reportedly not boast any additional render output units compared with Ada Lovelace, according to a leaker. Nvidia will be relying on the Blackwell architecture itself to provide performance improvements, which can of course be designed to work around potential ROPS limitations.

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