Browsing: Blackwell

Nvidia’s CEO Jensen Huang presented a comprehensive roadmap for the company’s future at the GTC conference, showcasing advancements in AI hardware and software.

Nvidia CEO Jensen Huang is expected to unveil the company’s latest AI chips, the Blackwell line of GPUs, at the annual developers conference, despite market challenges from competitors like DeepSeek.

Nvidia’s CEO Jensen Huang is expected to highlight the company’s latest AI and quantum computing advancements, despite emerging competition.

Nvidia’s annual GTC conference commenced with a keynote from CEO Jensen Huang, showcasing updates on Blackwell, the next-generation Rubin architecture, DeepSeek, and developments in quantum computing.

Rapid advancements in AI chips like Nvidia’s Blackwell are accelerating asset depreciation for major cloud providers, potentially impacting their earnings.

Barclays’ caution regarding “limited visibility” for AI server builds, particularly related to Nvidia’s Blackwell offerings, put Super Micro Computer (SMCI) in focus, leading to a drop in shares.

A deep dive into the recent performance of Salesforce and Nvidia reveals diverging paths in the generative AI landscape, raising questions about market expectations and future growth.

NVIDIA reported significant revenue growth for the fourth quarter and fiscal year 2025, fueled by booming demand for its AI products. The company’s founder and CEO highlighted the increasing importance of AI in various industries.

NVIDIA’s Blackwell platform promises to revolutionize AI with unprecedented performance gains and cost reductions, enabling real-time generative AI on an unprecedented scale.

Nvidia’s latest earnings report signals continued strong demand for AI, but revenue growth is beginning to moderate, leading to a mixed market reaction.