Tencent and ByteDance ordered roughly 230,000 of NVIDIA’s Hopper GPUs, including a specialised H20 variant tailored to comply ...

Chinese cloud giants Tencent and TikTok’s parent company ByteDance were the major buyers of Nvidia 's flagship AI chips in ...

As the US continues to navigate an AI trade war with China, some startling revelations have raised questions about the ...

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

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

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

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

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

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 skyrocketing rise in 2023 and 2024 was fueled by the explosive demand for GPUs in the AI sector, mostly in the U.S., ...

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

Nvidia is rolling out Blackwell, its next-generation AI chip architecture. Meanwhile, Broadcom is chasing what could be a $90 ...