Wall Street is laser-focused on Nvidia’s new Blackwell chip as the AI titan heads into 3rd-quarter earnings

Wall Street is laser-focused on Nvidia’s new Blackwell chip as the AI titan heads into 3rd-quarter earnings

Nvidia will report third-quarter earnings after the market close on Wednesday. Wall Street’s main focus is customer demand for Nvidia’s Blackwell GPU chip. Analysts are mostly bullish and expect strong demand for… Article Source https://www.businessinsider.com/nvidia-earnings-preview-wall-street-forecasts-blackwell-gpu-artificial-intelligence-2024-11

NVIDIA and Microsoft Showcase Blackwell Preview, Omniverse Industrial AI and RTX AI PCs at Microsoft Ignite

NVIDIA and Microsoft Showcase Blackwell Preview, Omniverse Industrial AI and RTX AI PCs at Microsoft Ignite

NVIDIA and Microsoft today unveiled product integrations designed to advance full-stack NVIDIA AI development on Microsoft platforms and applications. At Microsoft Ignite, Microsoft announced the launch of the first cloud private preview of… Article Source https://blogs.nvidia.com/blog/microsoft-ignite-blackwell-omniverse-rtx-ai/

Nvidia’s Blackwell GPUs in full production and ‘progressing smoothly:’ Wells Fargo

Nvidia’s Blackwell GPUs in full production and ‘progressing smoothly:’ Wells Fargo

BING-JHEN HONG Nvidia (NASDAQ:NVDA) is set to report fiscal third-quarter results tomorrow after the close of trading, but the company gave an update yesterday on its Blackwell line of GPUs, which appear to be “progressing smoothly,” Wells… Article Source https://seekingalpha.com/news/4306394-nvidias-blackwell-gpus-in-full-production-and-progressing-smoothly-wells-fargo

Nvidia must show Blackwell chip can drive growth in earnings report

Nvidia must show Blackwell chip can drive growth in earnings report

Despite rising competition, Nvidia holds 80% of the fast-growing market for artificial intelligence chips as the tech industry’s graphics processing unit, or GPU, of choice for making and deploying generative AI software. What investors will want… Article Source https://www.cnbc.com/2024/11/19/nvidia-must-show-blackwell-chip-can-drive-growth-in-earnings-report.html

Blackwell is key to Nvidia’s next growth phase. The new AI chip has reportedly hit an overheating snag.

Blackwell is key to Nvidia’s next growth phase. The new AI chip has reportedly hit an overheating snag.

Nvidia has asked suppliers to change server racks for Blackwell due to overheating, per The Information. It sparks concerns that Nvidia may delay deliveries, which are expected to start next month. Blackwell chips… Article Source https://www.businessinsider.com/nvidia-blackwell-chip-ai-overheating-delay-share-price-2024-11

Nvidia’s Blackwell chip overheats ahead of Q3 earnings

Nvidia’s Blackwell chip overheats ahead of Q3 earnings

Nvidia (NVDA) shares fall following reports of overheating issues with its Blackwell chips, ahead of the company’s third-quarter earnings report this Wednesday. Rosenblatt Securities senior research analyst Hans Mosesmann joins Market… Article Source https://finance.yahoo.com/video/nvidias-blackwell-chip-overheats-ahead-213619849.html

Foxconn Expands Blackwell Testing and Production With New Factories in U.S., Mexico and Taiwan

Foxconn Expands Blackwell Testing and Production With New Factories in U.S., Mexico and Taiwan

To meet demand for Blackwell, now in full production, Foxconn, the world’s largest electronics manufacturer, is using NVIDIA Omniverse. The platform for developing industrial AI simulation applications is helping bring facilities in the… Article Source https://blogs.nvidia.com/blog/foxconn-blackwell-omniverse/

NVIDIA’s First Blackwell GB200 NVL72 Server Racks Shipped Amidst Reports of Thermal Issues

NVIDIA’s First Blackwell GB200 NVL72 Server Racks Shipped Amidst Reports of Thermal Issues

NVIDIA’s Blackwell NVL72 server racks are reportedly facing thermal issues, at a time when the firm has started mainstream supply to markets. After Architectural Flaws, NVIDIA’s Blackwell Now Faces Server Rack Design Issues,… Article Source https://wccftech.com/nvidia-first-blackwell-gb200-nvl72-server-shipped-amidst-reports-of-thermal-issues/

Nvidia’s New HW Alleviates Concerns For Blackwell Transition

Nvidia’s New HW Alleviates Concerns For Blackwell Transition

I awoke Sunday morning to an article in The Information written to instigate fear, uncertainty and doubt amongst Nvidia investors and users. Don’t worry. Nvidia’s got this. Nvidia’s futuristic Endeavor Headquarters in Santa Clara,… Article Source https://www.forbes.com/sites/karlfreund/2024/11/18/nvidias-new-hw-alleviates-concerns-for-blackwell-transition/

Supermicro Delivers Direct-Liquid-Optimized NVIDIA Blackwell Solutions

Supermicro Delivers Direct-Liquid-Optimized NVIDIA Blackwell Solutions

Supermicro’s SuperClusters with NVIDIA HGXTM B200 8-GPU, NVIDIA GB200, NVL4, and NVL72 Systems Deliver Unprecedented AI Compute Density SAN JOSE, Calif and ATLANTA, Nov. 18, 2024 /PRNewswire/ — Supercomputing Conference… Article Source https://www.prnewswire.com/news-releases/supermicro-delivers-direct-liquid-optimized-nvidia-blackwell-solutions-302307696.html