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The Latest Breaking News from Blackwell

Nvidia earnings top forecast, but Blackwell delay signal hits stock

Nvidia said it's shipping Blackwell samples, a move that suggests delays to full delivery of its new flagship processor.

The Street

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

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.

Fortune

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Analyst updates Nvidia stock price target with Q2 earnings in focus

Nvidia will provide a key test for the AI demand story when it publishes its second quarter earnings report after the close of trading on Wednesday.

The Street

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.

Barchart

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.

Tom’s Hardware

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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.

PC Gamer

Nvidia stock tumbles in tech slump amid questions over key chip

Nvidia's losses are set to far outpace its Magnificent 7 peers in early Monday trading.

The Street

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.

Tom’s Hardware

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.

TechRadar

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.

Tom’s Hardware

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TechRadar

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.

TechRadar

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.

The Street

Analyst resets Nvidia stock price target after trillion-dollar Q2

Nvidia shares have powered around a third of the S&P 500's year-to-date gain, adding more than $1 trillion in value over the second quarter alone.

The Street

Nvidia stock targets $4 trillion valuation on AI chip outlook

Nvidia is now the world's most-valuable company. It could hold that title for a long time.

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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.

TechRadar

Nvidia RTX 5000 laptop GPU spec leak disappoints some gamers – but it’s not all bad news

Leak suggests a January 2025 launch for high-end laptop GPUs, but rumored VRAM loadouts are causing controversy.

TechRadar

Nvidia RTX 5000 specs are leaked, and PC gamers are already unhappy with the way next-gen GPUs look to be shaping up

Will the RTX 5080, 5070, and maybe even lower-tier Blackwell models fall short? We wouldn’t get carried away yet, though…

PC Gamer

Fresh rumours claim Nvidia's next-gen Blackwell cards won't have a wider memory bus or more VRAM—apart from the RTX 5090

Are we reaching the limits of GPU innovation or is it just a lack of serious competition? Place your bets now, folks.

GamesRadar

RTX 5090 specs leak out alongside other Nvidia Blackwell GPU configurations

A bunch of RTX 5000 specs have emerged, including RTX 5090 bandwidth details, Stream Multiprocessor counts, and memory type across graphics card SKUs.

The Street

Analysts reset Nvidia stock price targets amid split, Dow entry talk

Nvidia shares will begin trading on a split-adjusted basis Monday, but remain the world's third most-valuable stock.

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