Shares of Nvidia Corp. (NVDA) rose in mid-day trade by over 3% as Hewlett Packard Enterprise Co. (HPE) announced the shipment ...

Hewlett Packard Enterprise (HPE) announced that it has shipped its first Nvidia (NVDA) Blackwell family-based solution, the NVIDIA GB200 NVL72.

Super Micro Computer ties its growth to Nvidia's Blackwell GPUs while navigating supply constraints and filing concerns.

SAN FRANCISCO/NEW YORK, Feb 10 (Reuters) - OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia (NVDA.O), opens new tab for its chip supply by developing its first generation of in ...

Blackwell chip delays. Despite the concerns, Lipacis said he would be a buyer of the stock into Nvidia's earnings. The analyst reiterated an Outperform rating and a $190 price target. "Nvidia ...

Fears that DeepSeek may be moving AI workloads from Nvidia's GPUs to Application-Specific Integrated Circuits combined with possible delays in the Blackwell chip release have caused lags in Nvidia ...

Charles Liang, CEO, highlighted preliminary Q2 net revenue in the range of $5.6 billion to $5.7 billion, a 54% year-over-year increase. He noted strong demand for AI platforms and the transition from ...

Part of the recent weakness also relates to concerns about the ramp of Nvidia's new Blackwell chip, Lipacis said, but he noted that demand for Nvidia's broader offerings is still ahead of supply.

Shares in Cloudflare were rising Friday after the company reported better-than-expected fourth-quarter earnings. Cloudflare stock jumped 14% to $160.53, while Fortinet, another cybersecurity name, ...

They include: 1) DeepSeek lowers AI demand in aggregate, 2) DeepSeek shifts AI compute-cycles away from Nvidia GPUs and to ASICs [custom chips], and 3) Blackwell chip delays. Despite the concerns, ...

In it we talk about Nvidia’s Generalist Robot 00 Technology powered by the Blackwell chip and how it enables robots to mimic humans purely by observation. This new update from Nvidia ...