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The Latest Breaking News from Blackwell

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

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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

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?

TechRadar

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.

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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.

Kiplinger

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.

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.

Fortune

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.

Investors Business Daily

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.

Tom’s Hardware

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.

International Business Times

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

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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.

TechRadar

Nvidia’s mobile GPU range has apparently been spotted – could a powerful RTX 5080 supercharge gaming laptops soon?

Ready for Nvidia’s next-gen laptop GPUs? RTX 5000 models spotted, lending weight to rumors of CES 2025 launch.

Tom’s Hardware

Nvidia RTX 50 mobile Device IDs have been leaked — Flagship RTX 5090 mobile rumored to sport the GB203 GPU

New entries at the PCI ID repository indicate that Nvidia's RTX 50 mobile family will feature GPUs from the RTX 5090M down to the RTX 5050M, but the premier will use the toned-down GB203 chip.

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PC Gamer

Cutting through the 'fake news', Nvidia CEO Jen-Hsun Huang says Blackwell's design flaw was '100% Nvidia's fault' and there are no tensions with TSMC

Team Green's AI server chips can now roll out unhindered.

TechRadar

"100% Nvidia's fault": Jensen Huang admits Blackwell AI chips had a concerning design flaw

Now-fixed Blackwell chips are back in production, Nvidia confirms.

Tom’s Hardware

Nvidia's Jensen Huang admits AI chip design flaw was '100% Nvidia's fault' — TSMC not to blame, now-fixed Blackwell chips are in production

Nvidia CEO Jensen Huang admitted Wednesday that Nvidia was 100% at fault for a design flaw in the company's new Blackwell AI chips. The flaw has been fixed and the chips are now in production.

TechRadar

Nvidia RTX 5080 for laptops spotted – and it could be a powerhouse GPU that wipes the floor with the RTX 4080 mobile

Nvidia might have a huge next-gen boost planned for laptop GPUs, and we can but hope that this pans out.

Fortune

Should you buy Nvidia stock now? It may be a once-in-a-generation opportunity

Bank of America reiterated a buy rating on Nvidia stock and raised its price target to $190, implying its market cap could explode to $4.7 trillion.

TechRadar

Nvidia rumored to launch whole range of next-gen GPUs by March 2025, including RTX 5060 and 5060 Ti – but we’re not convinced

Nvidia could launch RTX 5070 and 5070 Ti in February, RTX 5060 and 5060 Ti in March in a GPU blitz to overwhelm AMD.

Tom’s Hardware

Nvidia reportedly mulls socketed design for Blackwell B300 AI GPUs — next-gen Blackwell GPUs may be removable by the user

Nvidia is allegedly mulling sockets instead of modules for upcoming Blackwell B300 AI GPUs.

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