Chief executive of Advantest says major increase of B100/B200 complexity over H100/H200 dramatically increases testing times.

Nvidia's Blackwell GPU holds the potential to dwarf Hopper's revenue in the coming quarters. I discuss what lies ahead for ...

Morgan Stanley said Nvidia stock is its top pick heading into 2025, and success of Blackwell should dispel investors' ...

Staggering demand for AI chips, dominance in the GPU market, and strong fundamentals make NVIDIA the top magnificent 7 stock ...

Microsoft has acquired twice as many Nvidia Hopper GPUs as other tech companies. Per a report in the FT, analysts from ...

While Blackwell GPUs are already shipping in 2024, management noted that demand far outpaces production capacity, and ...

Nvidia ( NVDA, Financial) has been reaffirmed by Morgan Stanley as a top pick for 2025, with an Overweight rating and a $166 ...

Microsoft has secured its spot at the top of the AI hardware food chain, outspending every tech giant in the game and buying ...

To paraphrase Mark Twain, the rumor of Nvidia‘s (NASDAQ:NVDA) death may have been greatly exaggerated. Slowing growth, supply ...

Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from ...

But the slowdown in Hopper builds is a "non-issue," Morgan ... which are custom AI chips that serve as an alternative to Nvidia's GPUs. "But in 2025, we believe that the biggest users of ASICs ...