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Dell's Early Blackwell Shipments Of 'Thousands Of GPUs A Week' May Lift Nvidia Margins, Boost Q2 Guidance
Wednesday, May 28, 2025 - 4:53am | 936As Nvidia Corp. (NASDAQ:NVDA) prepares to report its first-quarter earnings on Wednesday, investor attention remains fixed on the fallout from the U.S. export restrictions on chip sales to China. However, the chipmaker may have a few surprises in store. What Happened: On Tuesday, Nvidia published a...
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Unprecedented Demand For Nvidia's GB200 Drives Accelerated Production: 'Taiwan Engineers Are Working Incredibly Hard,' Says Expert
Monday, May 26, 2025 - 5:39am | 967The insatiable demand for Nvidia Corp.’s (NASDAQ:NCDA) cutting-edge GB200 and upcoming GB300 systems is driving an unprecedented acceleration in production, according to Clark Tang, a Partner at Altimeter Capital, who recently spent a week engaging with the chipmaker’s supply chain...
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Oracle To Spend $40 Billion On Nvidia GB200 Chips For OpenAI's Texas Data Center: Report
Saturday, May 24, 2025 - 2:36am | 724Oracle Corp. (NYSE:ORCL) reportedly plans to spend approximately $40 billion to purchase 400,000 of Nvidia Corp.'s (NASDAQ:NVDA) GB200 AI "superchips" to power a massive new data center for OpenAI in Abilene, Texas. What Happened: The site is part of Stargate, a $500 billion AI infrastructure...
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CoreWeave Becomes First To Deploy Nvidia's GB200 Grace Blackwell Systems At Scale — CRWV Stock Falls Over 6% Despite Beating Revenue Estimates
Thursday, May 15, 2025 - 6:18am | 872CoreWeave Inc. (NASDAQ:CRWV), a cloud platform purpose-built for artificial intelligence workloads, has announced a leap in its technological leadership, becoming the first to deploy Nvidia Corp.‘s (NASDAQ:NVDA) cutting-edge GB200 Grace Blackwell systems at scale during the first quarter of...
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SMCI Issues Strong Q4 Revenue Outlook, Expects Nvidia's Blackwell To Fuel Growth
Wednesday, May 7, 2025 - 4:13am | 726Super Micro Computer Inc. (NASDAQ:SMCI) guided for higher fourth quarter revenue during its earnings call on Tuesday. The company anticipated strong demand for artificial intelligence infrastructure solutions, specifically those powered by Nvidia Corp.’s (NASDAQ:NVDA) Blackwell GPUs. What...