Is Jensen Huang Nvidia’s Chief Revenue Destruction Officer?
Nvidia GTC Keynote ran a little long, but the content is amazing as Nvidia seeks to cement its position as the foundational ...
Nvidia: Ignore The Noise And Buy The Dip
Nvidia began ramping up volume shipments of Blackwell GPUs, contributing $11b in sales in q4'24. Read why I'm raising my NVDA ...
Supermicro announces new systems, rack solutions powered by Nvidia Blackwell
Supermicro (SMCI) announced new systems and rack solutions powered by the Nvidia’s (NVDA) Blackwell Ultra platform, featuring the NVIDIA HGX ...
Cryptopolitan1d
JPMorgan upgrades Super Micro, citing Nvidia’s Blackwell AI surge as key growth driver
The largest bank in the United States, JPMorgan, has upgraded Super Micro Computer Inc., citing a potential boost from Nvidia ...
Datacenter Dynamics2d
Nvidia's Jensen Huang, Ian Buck, and Charlie Boyle on the future of data center rack density
The AI boom has upended the data center sector, forcing a rapid shift to liquid-cooled racks as facilities pivot from sub-10kW racks to 120kW racks. That dramatic change alone has caused ...