CONNECT WITH US
NEWS TAGGED BLACKWELL
Thursday 29 August 2024
AI surge ignites MLCC demand: passive component industry poised for growth
As AI technology continues to permeate various industries, the demand for AI servers is seeing steady growth. With Nvidia's Blackwell GB200 set to begin mass production, a surge in...
Thursday 29 August 2024
Cloud capex expected to remain strong despite Nvidia's slowing data center growth
Despite delivering a strong performance that exceeded estimates, Nvidia's guidance fell short of the lofty expectations held by those anticipating an unabated AI boom. Analysts believe...
Thursday 29 August 2024
Nvidia confirms Blackwell mask change for improved yields, mass production expected by end of 2024
Amid speculation about potential shipment delays for Blackwell, Nvidia has confirmed making minor adjustments to the GPU mask and now anticipates shipments to begin in the fourth...
Tuesday 20 August 2024
AMD's buyout of ZT Systems opens new doors for Inventec
AMD has announced its acquisition of server hardware firm ZT System (ZT), with...
Tuesday 20 August 2024
Supply chain actively developing GB200 servers despite Blackwell delay, say sources
Nvidia's revised launch schedule for its next-gen Blackwell AI chips has led to changes in the supply chain, with some server makers shifting their focus to developing GB200-based...
Monday 19 August 2024
AI server demand remains strong despite rumored Blackwell supply uncertainties, says Wiwynn
Amid recent rumors about uncertainties in Nvidia's Blackwell supply, Wiwynn expects growth momentum to remain intact, primarily driven by ASIC chip servers.
Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
Friday 9 August 2024
Heat spreader manufacturer Jentech unfazed by Blackwell delay
With AI server demand remaining strong, heat spreader makers see little impact from the delayed Blackwell release.
Thursday 8 August 2024
Issues with Blackwell have yet to deter big tech from investing in Nvidia AI chips
Nvidia has encountered engineering obstacles in developing two next-gen advanced chips, slowing down the product release pace that would expand its leading position in the AI computing...
Wednesday 7 August 2024
Sensors crucial in preventing leaks in liquid cooling systems
Even though Nvidia's GB200 chip is now delayed, liquid cooling will continue to be essential in future systems. As leak prevention becomes critical, sensors have emerged as vital...
Tuesday 6 August 2024
What's behind Nvidia's delay in launching Blackwell AI platform bulk shipments?
Since late July, there have been numerous speculations in the market that Nvidia's new generation Blackwell series roadmap has been adjusted. Reports suggest that the B100 models...
Tuesday 6 August 2024
Nvidia modifies Blackwell chip roadmap before production, say sources
Nvidia is said to be making major changes to the shipment roadmap for its next-gen Blackwell chips.
Wednesday 24 July 2024
Inspur refutes Nvidia B20 collaboration reports amid H20 export restriction warnings by analysts
Inspur, a Chinese server manufacturer, recently denied a Reuters report, stating it has no collaboration with Nvidia on designing a B20 AI chip based on the Blackwell architecture...
Tuesday 23 July 2024
Nvidia reportedly developing China-compliant AI chip, partnering with Inspur
Nvidia is reportedly developing a flagship AI chip specifically for the Chinese market to comply with US restrictions on the export of advanced semiconductors. According to sources,...
Wednesday 17 July 2024
Tight supply of UQDs becomes bottleneck for AI server liquid cooling
The supply of Universal Quick Disconnects (UQD) for liquid cooling solutions has become tight, which may become the main bottleneck for AI server liquid cooling growth, according...