TL;DR: AI servers are projected to consume over 1000 kW of power due to NVIDIA's upcoming Rubin Ultra AI GPU and HBM4 memory. Current AI servers use 130-250 kW, but future models like Blackwell ...

TL;DR: NVIDIA's Rubin AI GPU architecture, initially set for 2026, is now expected six months earlier, utilizing TSMC's 3nm process and next-gen HBM4 memory. This follows the Blackwell ...

Investor optimism over Nvidia Corporation's growth potential in AI, data centers, and Omniverse platform fuels bullish ...

Fundstrat's Tom Lee says that Nvidia could grow tenfold over the next decade, potentially reaching $1 trillion in revenue.

That avoids the company's GPU success not being tied to its foundry success. Building a functioning GPU and capturing the ...

Fortunately, we have nothing to worry about there — the cost of the actual graphics card must be significantly lower. Moore’s Law Is Dead recently shared that Nvidia’s board partners ...