Browsing: Blackwell

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.

Nvidia’s first-quarter revenue forecast signals robust demand for AI chips, driven by the Blackwell semiconductor, even as margin forecasts are slightly reduced.