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The Latest Breaking News from Blackwell

TSMC is reportedly in talks with Nvidia to make Blackwell GPUs in Arizona — Blackwell silicon needs to be shipped back to Taiwan for assembly

If TSMC reaches a deal with Nvidia, it could reportedly produce Nvidia's Blackwell GPUs at its Fab 21 in Arizona.

Tom’s Hardware

Elon Musk plans to scale the xAI supercomputer to a million GPUs — currently at over 100,000 H100 GPUs and counting

xAI to scale the Colossus supercomputer to one million processors, which could create the most powerful machine in the world.

Tom’s Hardware

Nvidia's Latest Record Quarter Show Its AI Dominance Remains Intact

Last week, Nvidia Corporation (NASDAQ: NVDA) issued its third quarter results, topping both sales and earnings estimates as well as posting a better-than-expected current quarter guidance as its end-customers, including Microsoft Corporation (NASDAQ:

Benzinga

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Is Nvidia Stock a Buy or a Sell After its Recent Earnings Report?

Nvidia's stellar earnings report, with a 94% year-over-year revenue increase, has been met with a surprisingly muted market reaction, leaving investors wondering if the stock still has room to run. Despite this, Wall Street remains bullish, with many analysts raising their price targets and predicting a bright future for the…

Barchart

The RTX 5090's GB202 GPU will reportedly be the largest desktop chip from Nvidia since 2018 coming in at 744mm-squared — 22% larger than AD102 on the RTX 4090

Rumor has it that Nvidia's RTX 5090 wielding the GB202 chip has a massive 744mm-squared die size. Nvidia is expected to announced the Blackwell RTX 50-series GPUs at CES 2025 in January.

Tom’s Hardware

RTX 5070 Ti leak suggests Nvidia has a powerful GPU up its sleeve that uses the same chip as the RTX 5080

We’re now hearing chatter from the grapevine about another possible next-gen GPU from Nvidia – could we see the RTX 5070 Ti as soon as CES 2025?

TechRadar

Nvidia's RTX 5070 Ti GPU specs have supposedly leaked and I'm not sure if I'm excited or exasperated

It'll probably come down to money, it always comes down to money...

PC Gamer

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Nvidia CEO waves off Blackwell production concerns; CFO says demand is ‘staggering’

Huang brushed aside reported engineering snags with the new GPU offering and said the platform’s Q4 sales should exceed prior estimates.

Fortune

Nvidia Guidance Called Conservative As Blackwell AI Chip Production Ramps

Nvidia stock wavered Thursday as investors considered quibbles with the AI chipmaker's beat-and-raise earnings report.

Investors Business Daily

Nvidia warns of gaming GPU shortage this quarter, recovery in early 2025 — Chipmaker rakes in record profits as net income soars by 109% YoY

Nvidia's CFO expects weaker gaming GPU revenue in Q4 24 due to a supply-demand mismatch. A decline in production and supply of Ada right before the Blackwell launch makes sense, especially with the apparent delays in getting RTX 50-series out the door.

Tom’s Hardware

Nvidia Stock: Why Any Pullback is a Buying Opportunity

Nvidia’s outlook for Q4 revenue came in slightly below analysts' forecasts and its margins are under pressure, prompting a modest dip 2.5% in after-hours trading.

Barchart

NVIDIA Growth Slows: So What? The Uptrend Will Continue

NVIDIA's Q3 results are impressive as ever, with data center revenue growing by triple digits and the demand outlook for Blackwell improving.

MarketBeat

Nvidia crushes expectations, more than doubling its profit amid a 94% surge in revenue as AI demand booms

Nvidia topped analyst estimates across all metrics on its third quarter earnings call.

Fortune

Lenovo warns of potential RTX 5050 mobile GPU price hike — budget mobile Blackwell GPU rumored to co-exist with the RTX 4050

Lenovo's Project Manager at Weibo says that RTX 4050 sales will continue alongside the RTX 5050 - suggesting a higher price tag for the latter.

Tom’s Hardware

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TechRadar

Nvidia RTX 4050 could be the ‘Terminator GPU’ of this laptop generation that refuses to die when the RTX 5050 arrives

Nvidia rumored to be keeping RTX 4050 laptop GPU to sit under RTX 5050 when it arrives – so will this help with cheaper gaming laptops?

Investors Business Daily

Dow Jones Futures Rise; Target Dives On Big Miss, Nvidia Earnings Due

Futures rose even as Target dived on a big miss. Nvidia earnings loom after the AI giant and other leaders flashed buy signals Tuesday.

Kiplinger

Stock Market Today: Stocks Rally Despite Rising Geopolitical Tension

The main indexes were mixed on Tuesday but closed well off their lows after an early flight to safety.

Fortune

Nvidia analyst predicts 'jaw-dropper' Q3 earnings—others on Wall Street are not so sure

Multiple analysts said Wednesday’s call could prove to be a “sell the news” event, just like last quarter.

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Fortune

Jensen Huang must answer 3 main questions when Nvidia reports earnings

The AI-chip darling will once again take center stage for Wall Street when it reports after the bell on Wednesday.

Investors Business Daily

Nvidia Stock Sinks On Blackwell AI Chip Overheating Concerns

Nvidia stock fell following a news report that the AI chipmaker is struggling with overheating issues with its Blackwell processors.

Tom’s Hardware

Dell ships first Nvidia Blackwell server racks — PowerEdge XE9712 servers are enterprise-ready

Dell begins shipments of NVL72 machines with GB200 processors: liquid-cooled PowerEdge XE9712 racks coming to CoreWeave.

International Business Times

New Nvidia AI Chips Facing Overheating Snag: Report

The new Blackwell graphics processing units are said to overheat when connected together in customized racks designed to accommodate 72 units, which are intended for building powerful AI systems.

Tom’s Hardware

Softbank plans to build first Nvidia Blackwell-based AI supercomputer using x86 DGX B200 servers

Softbank's telecom arm to build AI supercomputer based on Nvidia's DGX B200 servers.

Tom’s Hardware

Nvidia GeForce RTX 50-series reportedly launching 'soon' — but all indicators continue to point to a January 2025 reveal

A reputable leaker claims that Blackwell on GeForce is arriving "soon," but Igor's Lab claims otherwise with evidence to back it up. It's rumor-mongering on all sides, though a January launch still seems most likely.

Tom’s Hardware

Nvidia's future Blackwell Ultra GPUs reportedly renamed to the B300 series

Nvidia will reportedly rename its Blackwell Ultra GPUs for AI and HPC to the B300 series to better differentiate them from existing offerings.

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