Nvidia: Supplier-Led Blackwell Delays Can Push Out Production Timelines
NVDA stock valuations have gotten cheaper whilst earnings expectations have remained stable; a good sign for bullish ...
Nvidia's Fort Is Sieged By Big Tech, China, And Startups, But It's A Two-Year Buy (Rating Upgrade)
Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects.
Business Insider6d
Nvidia stock's correction has accelerated since Microsoft's CEO hinted the frenzied demand for AI chips may be waning
Nvidia stock has entered ... When asked if Microsoft was still "supply constrained" in its buildout of AI technologies, Nadella responded, "I am power [constrained], yes, I'm not chip supply ...
TechRadar7d
Nvidia RTX 5090 rumor suggests flagship GPU might not guzzle as much power as previously claimed – but don’t get too excited
Nvidia RTX 5090 has been rumored to guzzle ... the RTX 5090 may not make quite so heavy a demand on your PC’s power supply. This info popped up in a thread on X which was discussing the purporte ...
Digi Times16h
Nvidia resolves GB200 challenges, gears up for AI dominance in 2025
Nvidia has overcome production hurdles for its highly anticipated Blackwell chip, with CEO Jensen Huang confirming the ...
TweakTown12d
Samsung HBM3E memory supply to NVIDIA is 'realistically impossible' to do this year, now 2025
TL;DR: Samsung has not yet passed NVIDIA's qualification for HBM3E ... We previously heard that Samsung HBM3E supply was delayed over heat and power consumption issues, with the industry "also ...
Nvidia denies rumours it will cut supplies to China
Nvidia said recent social media posts alleging the company would cut supplies to China were false, according to a company ...
The Verge6d
Nvidia’s $249 dev kit promises cheap, small AI power
The Jetson Nano line has been a low-cost way for hobbyists and makers to power AI and robotics projects since its introduction in 2019. Nvidia says the Nano Super’s neural processing is 70 ...
NextBigFuture4d
Nvidia GB200 Rack Supply Chain Ramp Will Be a Few Months Slower
This is largely due to the higher design specifications of the GB200 rack, including its requirements for high-speed interconnect interfaces and thermal design power (TDP), which significantly exceed ...
Digi Times4d
Nvidia eyes Taiwan for humanoid robot assembly; supply chain gaps remain
control over the "brain"—advanced computing power and AI algorithms—positioning it at the center of industry attention. Omniverse: Nvidia's competitive edge in AI robotics and supply chains ...
Yahoo Finance4d
Nvidia’s (NVDA) New AI Platform Brings Generative Power To Developers’ Desktops
However, the new tech is being welcomed by everyone as a smart move by Nvidia to introduce the power of generative AI to the public. This device, which sells at $249, is highly efficient in ...
Investing6d
Nvidia stock continues slide on chip supply comments
Investing.com -- Nvidia ... its chip supply situation. In a podcast on Friday, Microsoft CEO Satya Nadella addressed the company's supply situation. He stated, “I am power, yes.