Without obtaining an export license from the U.S. Department of Commerce, Nvidia cannot supply its high-end H100 and the ...

With this (and ironically), Nvidia’s new Blackwell chips will likely cannibalize a lot of potential H100 & H200 sales when they ramp up in production. The cannibalization of older GPU sales is ...

Looking ahead, Wall Street's consensus estimate suggests that Nvidia's EPS could come in at $4.43 in fiscal 2026. That places ...

Almost half a million Hopper GPUs went to Microsoft in 2024. Chinese companies are also at the forefront.

However, Nvidia isn't standing still -- its H200 is already in the market, which is twice as powerful as its H100, and it just started shipping its new Blackwell GPUs. The Blackwell-based GB200 ...

NVIDIA is probing how restricted H100 chips are ending up in China. Allegations of forged serial numbers and questionable ...