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NEWS TAGGED BLACKWELL
Wednesday 5 March 2025
Nvidia's Blackwell bets big on AI inference despite Deepseek disruption
Since DeepSeek's open-source debut in January, its V3 and R1 models have rocked Silicon Valley, raising questions about whether high-performance AI can be built without costly GPU...
Wednesday 5 March 2025
Nvidia's AI chips enter China through third parties, posing fresh challenge for Trump
Despite stringent US export restrictions, Chinese buyers have been successfully acquiring Nvidia's cutting-edge Blackwell AI chips through unofficial channels, highlighting the persistent...
Thursday 27 February 2025
Nvidia's AI empire soars: data center boom overshadows gaming dip in record 4QFY25
Nvidia's Q4 fiscal 2025 earnings (ended January 2025) stand out for their jaw-dropping scale and what they reveal about the company's transformation, even with a few wrinkles like...
Thursday 27 February 2025
Nvidia rides inference surge, DeepSeek buzz fuels 2H25 Blackwell Ultra launch
Nvidia is addressing skepticism about the demand for its high-end GPUs by highlighting the increased computing power required for advanced AI models like DeepSeek-R1. The company...
Thursday 27 February 2025
Nvidia's Blackwell launch propels record Q4 growth, China sales surge nearly 200%
On February 26, Nvidia released its financial results for the fourth quarter of fiscal year 2025 (February 2024 to January 2025), showcasing remarkable growth across all key metrics...
Wednesday 12 February 2025
Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Wednesday 12 February 2025
Supermicro lowers 2025 forecast on Nvidia delays, targets US$40 billion revenue by 2026
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
Wednesday 12 February 2025
Why are Quanta and Foxconn unfazed by GB200 delivery delays?
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led...
Friday 7 February 2025
Supermicro ramps up Blackwell-based AI server production amid financial scrutiny
Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected...
Thursday 6 February 2025
Arm stands to benefit as AI innovations spur chip demands, with DeepSeek emerging as driving force
Amid the excitement surrounding AI, which is prompting developers to create related products that demand more Arm-based ASIC chips, Arm anticipates reaping the benefits of this surge...
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Friday 17 January 2025
TSMC and Nvidia confirm no order cuts; continue to thrive in AI boom
TSMC CEO C.C. Wei has dismissed recent market speculation indicating Nvidia is cutting back its demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging capacity.
Friday 17 January 2025
CoWoS-L production capacity gradually increasing, confirms Nvidia CEO
During the inauguration ceremony of SPIL on January 16, Nvidia founder and CEO Jensen Huang stated that the Blackwell system has now fully entered production, which will gradually...