Blackwell
Reports on an AI progress slowdown raised concerns about model scaling on Nvidia’s earnings call.An analyst questioned if models are plateauing and if Nvidia’s Blackwell chips could help.Huang said there are three elements in scaling and that each continues to advance.If the foundation models driving the panicked rush toward generative…
By Arsheeya Bajwa (Reuters) -Nvidia has bested lofty Wall Street revenue expectations for the past eight quarters, but as analysts expect a slower pace of growth, how the company overcomes delays and supply chain issues to sell its latest AI chips is likely to be a barometer for its stock…
Nvidia has asked suppliers to change server racks for Blackwell due to overheating, per The Information.It sparks concerns that Nvidia may delay deliveries, which are expected to start next month.Blackwell chips are key for AI development, promising improved speed over Nvidia predecessors. Nvidia has asked its suppliers to rethink the…
SoftBank is the first to buy Nvidia’s Blackwell chips, the companies said Wednesday.The chips will power a supercomputer in Japan.The collab comes amid skyrocketing demand for Nvidia chips as companies scramble to secure supplies. SoftBank Group is the first customer to use Nvidia’s Blackwell chips, which will be used to…
Investing.com — Super Micro Computer Inc (NASDAQ:) has been under intense pressure over the last few months related to a short seller report, delayed financial filings, the risk of delisting, and last week’s auditor resignation. Amid the upheaval, Lynx Equity Strategies analyst KC Rajkumar now thinks the company may have…
AI darling Nvidia (NASDAQ:) will report its second-quarter results of fiscal 2025 on Aug. 28, with significant attention expected on management’s comments regarding potential delays in the release of its next-generation Blackwell (BW) chip, and the company’s ability to meet demand. Stifel analysts said Monday their discussions with industry participants…
