Three mystery whales have each spent $10 billion-plus on Nvidia’s AI chips so far this year

Three mystery whales have each spent  billion-plus on Nvidia’s AI chips so far this year

AI microchip supplier Nvidia, the world’s most valuable company by market cap, remains heavily dependent on a few anonymous customers that collectively contribute tens of billions of dollars in revenue.  The AI chip darling once again… Article Source https://fortune.com/2024/11/21/nvidia-jensen-huang-ai-training-chips-microsoft-google-amazon-tesla-meta-hyperscalers-cloud-computing/

Nvidia says it will sell more of its next-generation Blackwell chips than previously anticipated

Nvidia says it will sell more of its next-generation Blackwell chips than previously anticipated

After a quarter where Nvidia’s sales nearly doubled, investors and analysts are wondering how long the chipmaker can keep this kind of growth going now that it has a $140 billion annual revenue run rate. Those hopes fall on Blackwell, which is… Article Source https://www.cnbc.com/2024/11/20/nvidia-expects-to-sell-more-blackwell-chips-than-previously-anticipated.html

Nvidia Earnings Live Coverage: Results Blow Past Expectations on Booming Demand for AI Chips

Nvidia Earnings Live Coverage: Results Blow Past Expectations on Booming Demand for AI Chips

Nvidia Sees Multi-Trillion-Dollar AI and Robotics Opportunities 43 minutes ago CEO Jensen Huang said that AI is “transforming every industry, company, and country” as enterprises integrate AI into their workflows, with Nvidia set to… Article Source https://www.investopedia.com/nvidia-earnings-live-coverage-q3-fy2025-8748924

Nvidia beats earnings expectations as investors eye demand for Blackwell AI chips

Nvidia beats earnings expectations as investors eye demand for Blackwell AI chips

LOS ANGELES (AP) — Nvidia on Wednesday reported a surge in third-quarter profit and sales as demand for its specialized computer chips that power artificial intelligence systems remains robust. For the three months that ended Oct. 27, the… Article Source https://finance.yahoo.com/news/nvidia-beats-earnings-expectations-investors-221120948.html

Nvidia HPC/AI chip is actually six chips

Nvidia HPC/AI chip is actually six chips

The H200 NVL connects four cards, double the number of its predecessor, the H100 NVL. It also offers the option of liquid cooling; the H100 did not. Instead of using PCIe to communicate, H200 NVL uses NVLink interconnect bridge, which enables… Article Source https://www.networkworld.com/article/3608792/nvidia-hpc-ai-chip-is-actually-six-chips.html

Nvidia’s New AI Chips Face Overheating Issues, Raising Concerns

Nvidia’s New AI Chips Face Overheating Issues, Raising Concerns

Nvidia’s (NVDA, Financials) latest Blackwell AI chips, launched earlier this year, are experiencing overheating issues in server configurations, according to a report by The Information. As they are ready to develop data centers depending on… Article Source https://finance.yahoo.com/news/nvidias-ai-chips-face-overheating-172535433.html