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The Latest Breaking News from Blackwell

Should you buy Nvidia stock now? It may be a once-in-a-generation opportunity

Bank of America reiterated a buy rating on Nvidia stock and raised its price target to $190, implying its market cap could explode to $4.7 trillion.

Nvidia rumored to launch whole range of next-gen GPUs by March 2025, including RTX 5060 and 5060 Ti – but we’re not convinced

Nvidia rumored to launch whole range of next-gen GPUs by March 2025, including RTX 5060 and 5060 Ti – but we’re not convinced

Nvidia could launch RTX 5070 and 5070 Ti in February, RTX 5060 and 5060 Ti in March in a GPU blitz to overwhelm AMD.

Nvidia reportedly mulls socketed design for Blackwell B300 AI GPUs — next-gen Blackwell GPUs may be removable by the user

Nvidia reportedly mulls socketed design for Blackwell B300 AI GPUs — next-gen Blackwell GPUs may be removable by the user

Nvidia is allegedly mulling sockets instead of modules for upcoming Blackwell B300 AI GPUs.

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Nvidia Stock 2025 Forecast: Can the $3T AI Chip Giant Get Even Bigger?

Nvidia is at the epicenter of the AI megatrend, and trades at a reasonable valuation, despite its outsized gains in the last decade.

AMD releases details of 288GB MI355X accelerator: 80% faster than MI325X, 8TB/s memory bandwidth

Rival to Nvidia Blackwell has some tasty specs, but will it be enough to catch up with Nvidia?

Nvidia surges as Jensen Huang touts ‘insane’ Blackwell demand

Jensen Huang also announced a partnership with IT consulting giant Accenture to boost corporate AI adoption.

Nvidia RTX 5080 and 5090 again rumored for CES 2025 launch – possibly alongside next-gen laptop GPUs

Nvidia RTX 5090, and RTX 5080 with 16GB VRAM, could arrive at CES 2025, and we've had some extra spec details spilled.

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

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.

'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

'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

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

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?

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?

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

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

Tom’s Hardware

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'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.

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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?

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.

Tom’s Hardware

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

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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