Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026's end
Ian King /Bloomberg:
Taiwan opens its largest AI supercomputing data center, with Nvidia's Blackwell chips, a major effort in its push for sovereign AI and chip industry innovation
Nikkei Asia :
After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips
Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble …
Sources: Nvidia has shown new versions of its Blackwell-based AI chips for Chinese customers to US officials, including one with ~80% of the peak performance
Chip designer hopes Trump will approve new design for sale in China, after Beijing tells its companies not to buy older product
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia said on Monday that it has commissioned more than a million square feet of manufacturing space to build and test AI chips …
Chinese traders are selling servers with Nvidia chips, like Blackwell and H200, via third parties in Vietnam, Taiwan, and others; some promise six-week delivery
Traders offer servers containing the company's Blackwell chips by routing them through third parties in nearby regions
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
Nvidia is grappling with new problems related to its much-anticipated Blackwell graphics processing units for artificial intelligence …
Jensen Huang says Nvidia's new Blackwell chips will have “lots and lots of supply”, and the company expects them to generate billions of dollars in Q4 revenue
Jensen Huang Confirms Mask Change Completion And ‘Incredible’ Customer Anticipation Fox Business : Nvidia's cycle of Blackwell chips will be ‘absolutely enormous’: Angelo Zino Emma Cosgrove / Business...