Server ODMs demonstrated strong performance in the fourth quarter of 2024, driven by general purpose (GP) servers filling the gap as AI servers undergo a transitional period. ODMs...
Elon Musk's artificial intelligence company xAI has made headlines with its urgent push for advanced AI hardware. Industry sources indicate that Musk directly approached Nvidia CEO...
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Nvidia reported a net profit of US$19.3 billion for the third quarter of the fiscal year 2025, marking a remarkable year-over-year increase of 109%. However, the gross margin of 74.6%...
During Nvidia's earnings call for the third quarter of fiscal year 2025, CEO Jensen Huang expressed gratitude to supply chain partners including TSMC and SK Hynix for their contribution...
With the acceleration of Blackwell mass manufacturing, the capacity of HBM3E will greatly grow. According to industry estimates, after a twofold rise in HBM production in 2024, demand...
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
The rapid rise of artificial intelligence (AI) has driven unprecedented demand for computing power, spotlighting next-generation AI servers. Among them, the Nvidia GB200 NVL72, powered...
Nvidia's upcoming Blackwell GPUs, already delayed to market, are reportedly facing severe overheating issues in high-capacity server racks, raising concerns over deployment timelin...
SoftBank Group will be the first to build a supercomputer with chips using Nvidia's new Blackwell design, a demonstration of the Japanese company's ambitions to catch up on AI.
Microsoft reported robust financial results for the first quarter of fiscal year 2025, with revenue reaching US$65.59 billion, primarily driven by its cloud business. Azure demonstrated...
