Is it the right time to invest in this tech giant given its much anticipated Blackwell AI chips will soon hit the market?

People paying attention to this sector of the market are seeing that Microsoft’s demand for GB200 chips and a NVL72 system ...

作为芯片行业的最主要动力来源，AI芯片的影响正在蔓延，例如作为光刻机巨头的掌舵人，ASML CEO Christophe Fouquet在上个礼拜发布财报的时候就曾直言：“如果没有AI，半导体行业会很惨。” ...

NVIDIA Blackwell GPUs are sold out for the next 12 months due to skyrocketing demand. Discover what this means for consumers ...

It was only a few months ago when waferscale compute pioneer Cerebras Systems was bragging that a handful of its WSE-3 ...

NVIDIA希望此举将有助于巩固目前已投入生产的新型Blackwell ...

The partnership comes at a time when India is looking to position itself as a global leader in semiconductor manufacturing ...

Nvidia CEO Jensen Huang has confirmed a design flaw in its top-end Blackwell AI chips which had affected production was an ...

全球调研机构TrendForce集邦咨询于2024年10月16日举行《AI时代，半导体全局展开——2025科技产业大预测》研讨会。本次预测研讨大会的演讲主题涵盖了晶圆代工、HBM、NAND Flash、AI PMIC、AI服务器、面板级封装、液冷散热 ...

纬颖（6669）于今（15）日将在美国汐谷举行的OCP Global Summit 2024大会中，携手母集团纬创（3231）展出基于辉达NVIDIA Blackwell架构的高效能AI运算解决方案，同时在其长期投资的散热和先进液冷技术方面，纬颖也展 ...

Arya sees at least 40% more upside in Nvidia's stock. Shares are already up 190% year to date and hovering near records amid ...

He lifted his earnings per share estimates for 2024 and 2025, citing likely strong demand for its new Blackwell chip. Demand ...