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Nvidia’s Blackwell AI Chips in Focus
NVIDIA investors worried as AI chip sales growth starts slowing, despite stock growing 4X this year
Supply chain challenges including TSMC’s limited manufacturing capability has been a challenge for chipmakers around the world and has slowed NVIDIA’s ability to meet surging demand for its AI GPUs
Nvidia’s Blackwell AI Chips in Focus as Sales Growth Slows
The advanced chip maker announces quarterly results this week, as reports suggest its newest chips may overheat in powerful AI servers.
Nvidia's Blackwell revenue in focus as sales growth slows
Nvidia has bested lofty Wall Street revenue expectations for the past eight quarters, but as analysts expect a slower pace of growth, how the company overcomes delays and supply chain issues to sell its latest AI chips is likely to be a barometer for its stock price.
1d
on MSN
Nvidia's AI chip demand still booming but slowing sales growth worries investors
Nvidia forecast fourth-quarter revenue slightly above estimates on Wednesday, but still failed to meet lofty expectations of ...
15h
Nvidia's supply snags limit deliveries even as demand booms
Making these chips is hard, and a flaw that was found in one of Nvidia's chips over the summer is not helping.
The Financial Express
1d
AI chip race: Nvidia’s supply challenges hamper deliveries, highlighting soaring demand
However, Nvidia predicted its slowest revenue growth in seven quarters, leading to a 2.5% dip in after-hours trading. Supply ...
16h
Will Republicans continue to support subsidies for the chip industry? | PwC interview
The Chips & Science Act was a bipartisan law passed to give $52 billion to the U.S. semiconductor industry. Will Republicans stand behind it?
8d
on MSN
The US-China tech race is moving from chips to the raw materials they're made of
The US is considering expanding its export limits on AI chips to China and its allies. Experts say the race for AI dominance ...
6d
The Agentic AI Race Is On, And The Blue Chips Are All In
Discover how blue-chip giants like AT&T, IBM, and Microsoft are leading the AI agent revolution, transforming operations and ...
Hosted on MSN
11d
NVIDIA Corporation (NVDA) CEO Jensen Huang Predicts AI Workers Will Take On Roles Across Marketing, Chip Design, and Supply Chain for Future Productivity Gains
On November 7, Jensen Huang, the CEO of the firm, appeared on the No Priors podcast, affirming that he sees
AI
employees ...
1d
Nvidia revenue forecast falls short of top estimates as AI frenzy cools
Nvidia’s Q4 revenue forecast of $37.5 billion missed high-end expectations, raising questions about the sustainability of its ...
1d
on MSN
Nvidia shares slide despite chip giant’s bullish outlook: ‘Age of AI is in full steam’
“The age of AI is in full steam, propelling a global shift to NVIDIA computing,” Nvidia CEO Jensen Huang said. “Demand for ...
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