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NEWS TAGGED BLACKWELL
Thursday 21 May 2026
Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin
Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...
Thursday 21 May 2026
Nvidia revenue surges 85% as data center sales jump 92%
May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year,...
Wednesday 20 May 2026
Nvidia earnings set to beat again on AI rack boom
Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
Friday 15 May 2026
Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp
Market fears over Nvidia's next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved...
Thursday 9 April 2026
AI chip demand tightens ABF substrate supply, three-year upcycle in sight
As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...
Tuesday 24 March 2026
Commentary: From chip performance to inference economics, Jensen Huang rewrites AI industry trends at GTC
Over the past three years, Nvidia founder and CEO Jensen Huang has returned to the same two-axis chart at each annual GTC conference — but the story that chart tells has shifted...
Friday 20 March 2026
Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal
Nvidia will supply 1 million graphics processing units (GPUs) to Amazon.com's cloud computing division by 2027 in one of the largest artificial intelligence infrastructure agreements...
Thursday 19 March 2026
Intel Xeon 6 wins CPU slot in Nvidia DGX Rubin, stakes claim in AI inference stack
Intel's Xeon 6 processors have been selected as the host CPU for Nvidia's DGX Rubin NVL8 system — a move announced at GTC 2026 that gives concrete form to the two companies'...
Friday 27 February 2026
SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M

AI chip startup SambaNova Systems has introduced its fifth-generation processor, the SN50, positioning it as a direct alternative to Nvidia’s...

Thursday 26 February 2026
Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture
At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...
Wednesday 25 February 2026
US says no H200s were cleared for China since Trump's go-ahead
Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book....
Tuesday 24 February 2026
Intel on edge as Nvidia sells Grace CPU separately to Meta
Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell...
Wednesday 18 February 2026
Nvidia expands AI partnerships in India under US$1 billion national mission
India is using this week's AI Impact Summit in New Delhi to advance a national strategy that combines large-scale compute deployment, sovereign AI model development, and industrial...
Wednesday 28 January 2026
Musk plans to cut AI chip design cycle to 9 months
Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the...
Monday 12 January 2026
Nvidia set to hit US$200 billion revenue milestone on Blackwell and China H200 chip sales
Nvidia CEO Jensen Huang emphasized strong AI computing demand at CES 2026, showcasing the latest products and technologies while dispelling AI bubble concerns. He highlighted continuous...