Nvidia stock has 25% upside as it approaches an iPhone moment with its Blackwell chip, analyst says
"Even with a decelerating growth rate on huge numbers, Nvidia's CY2025 PEG ratio stands at about 0.8x on our estimates. This ratio is 33% less than Broadcom's and the lowest in the Mag 7 by a wide margin," Reitzes said.
Nvidia's Blackwell Chip Revenue Could Hit $6 Billion Next Quarter: Analyst
Nvidia will report its third-quarter results next week and Morgan Stanley analyst Joseph Moore previews what's ahead for the company in 2025 and beyond. Here's what to know:
SoftBank is Nvidia's first Blackwell chips customer. Here's what they're going to be used for.
SoftBank Group is the first customer to use Nvidia's Blackwell chips, which will be used to develop an artificial intelligence supercomputer in Japan. The companies plan to build the system — which they call Japan's most powerful supercomputer — in early 2025.
SoftBank Plans Supercomputer With Nvidia Blackwell Chips
SoftBank Group Corp. will be the first to build a supercomputer with chips using Nvidia Corp.’s new Blackwell design, a demonstration of the Japanese company’s ambitions to catch up on AI.
SoftBank the first to receive Nvidia's Blackwell chip
CNBC's Deirdre Bosa reports on news from Nvidia's Blackwell chip. The orderly transition of power hits a snag Florida Hurricane Forecast Update as 'Powerful' Storm to Evolve Tourist facing jail in Dubai over little-known online law US Navy destroyers unscathed after fighting off a complex attack of cruise and ballistic missiles and exploding drones I’m Incarcerated in California.
Nvidia Stock Gains. SoftBank Deal Tells Us This About Its AI Chips.
Nvidia chips will be used in SoftBank's supercomputer. It's a sign of the company's dominance in advanced AI hardware.
After India, Nvidia makes AI push in Japan; to help with SoftBank’s supercomputer plans
Nvidia Chief Executive Officer Jensen Huang had announced the plans to use new Blackwell design earlier this year but the execution slowed following supply chain issues.
Nvidia Prepares to Ship First Blackwell Chips but Some Customers Will Be Waiting Over a Year
Nvidia is expected to ship Blackwell GB200 servers to Big Tech clients this year. CEO Jensen Huang announced that SoftBank will receive the first DGX
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AMD Plans To Cut 4% Of Workforce Amid Strategic Shift Toward AI Chip Development To Rival Jensen Huang-Led Nvidia's Dominance: Report
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Amazon is all set to launch its self-developed AI chip to reduce reliance on NVIDIA
The new AI chip, Trainium 2, is expected to be unveiled next month, promising significant improvements in training ...
Chip giant Nvidia wants to bring robots to the hospital
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SoftBank first to receive new Nvidia chips for supercomputer
Leading chipmaker Nvidia and SoftBank Corp , the telecommunications arm of SoftBank Group , have piloted the world's first ...