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 rivals focus on building a different kind of chip to power AI products

Nvidia rivals focus on building a different kind of chip to power AI products

SANTA CLARA, Calif. — Building the current crop of artificial intelligence chatbots has relied on specialized computer chips pioneered by Nvidia, which cornered the market and made itself the poster child of the AI boom. But the same qualities… Article Source https://abcnews.go.com/US/wireStory/nvidia-rivals-focus-building-kind-chip-power-ai-116009758

Huawei’s AI Chip Plans Pushed 3 Generations Behind NVIDIA Due To US Sanctions – Report

Huawei’s AI Chip Plans Pushed 3 Generations Behind NVIDIA Due To US Sanctions – Report

This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy. Chinese technology giant Huawei is struggling to make advanced… Article Source https://wccftech.com/huaweis-ai-chip-plans-pushed-3-generations-behind-nvidia-due-to-us-sanctions-report/

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

Nvidia ‘Modestly At Risk’ Amid AI Chip Concerns, Analyst Notes: Momentum Money Swirling Around ‘Sells First, Asks Questions Later’ – Applied Mat (NASDAQ:AMAT), Alphabet (NASDAQ:GOOGL)

Nvidia ‘Modestly At Risk’ Amid AI Chip Concerns, Analyst Notes: Momentum Money Swirling Around ‘Sells First, Asks Questions Later’ – Applied Mat (NASDAQ:AMAT), Alphabet (NASDAQ:GOOGL)

Nvidia Corp. NVDA faces heightened scrutiny ahead of its earnings as technical challenges with its latest artificial intelligence chips and broader market pressures raise concerns, according to Mizuho analyst Jordan Klein. What Happened:… Article Source https://www.benzinga.com/news/global/24/11/42056728/nvidia-modestly-at-risk-amid-ai-chip-concerns-analyst-notes-momentum-money-swirling-around-sells-first-asks-questions-later

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

Shares of Nvidia and AMD go different ways — here’s Jim Cramer’s advice on both AI chip stocks

Shares of Nvidia and AMD go different ways — here’s Jim Cramer’s advice on both AI chip stocks

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. 1. Wall Street is moving higher to start the week after the S & P 500 shed more than 2% and… Article Source https://www.cnbc.com/2024/11/18/jim-cramers-advice-on-nvidia-and-amd-as-ai-chip-stocks-diverge-monday.html