Microsoft purchased nearly half a million of Nvidia's flagship Hopper chips in 2024 TikTok's parent company, ByteDance, and ...
ByteDance continues to invest in NVIDIA AI chips, planning to spend $7 billion by 2025, despite U.S. export restrictions.
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
Tencent and ByteDance ordered roughly 230,000 of NVIDIA’s Hopper GPUs, including a specialised H20 variant tailored to comply ...
Though the chipmaker's revenue and earnings crushed expectations last quarter and its guidance exceeded expectations, ...
In December 2023, I discussed the reasons shares of Nvidia could double in 2024. These included the robust demand for its ...
Nvidia is rolling out Blackwell, its next-generation AI chip architecture. Meanwhile, Broadcom is chasing what could be a $90 ...
Microsoft has acquired twice as many Nvidia Hopper GPUs as other tech companies. Per a report in the FT, analysts from ...
About 230,000 Nvidia processors, including H20 models catered for U.S. export rules, Chinese enterprises ByteDance and ...
Morgan Stanley said Nvidia stock is its top pick heading into 2025, and success of Blackwell should dispel investors' ...
Microsoft has secured its spot at the top of the AI hardware food chain, outspending every tech giant in the game and buying ...
Nvidia's Blackwell GPU holds the potential to dwarf Hopper's revenue in the coming quarters. I discuss what lies ahead for ...