Nvidia reportedly mulls socketed design for Blackwell B300 AI GPUs — next-gen Blackwell ...
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Nvidia Blackwell GPUs sold out for the next 12 months as AI market boom continues
Nvidia's latest Blackwell GPUs are experiencing unprecedented demand, with the company reporting that it has sold out of ...
中時新聞網2 天
Blackwell全卖光光 华尔街看辉达：「钱」景火爆
辉达（Nvidia）再度表明其新一代AI处理器Blackwell的需求有多「疯狂」，在本周由摩根士丹利主办的投资人会议上，辉达高层透露「未来12个月的Blackwell晶片都已经卖光」。儘管生产如期进行，但Blackwell晶片仍严重供 ...
tom's Hardware on MSN1 天
Nvidia's Blackwell GPUs are sold out for the next 12 months — chipmaker to gain market ...
Morgan Stanley analysts shared insights from recent meetings with Nvidia's leadership, including CEO Jensen Huang. During ...
来自MSN2 小时
英伟达未来12个月的Blackwell GPU全部售罄！
10月12日消息，根据摩根士丹利分析师周四发布的报告称，未来一整年的Blackwell GPU 供应量已经售罄。这类似于几个季度前 Hopper GPU 供应的情况。因此，预计英伟达明年有望将获得更高的AI芯片市场份额。据了解，摩根士丹利的分析师 ...
Morgan Stanley Thinks Blackwell Chips Could Generate $10 Billion in Sales for Nvidia by Q4 ...
Nvidia's stock price may not see a significant boost given high valuation multiples, unless there are positive signs from ...
摩根士丹利：英伟达Blackwell GPU产量问题已解决，明年将迎发展新机遇
近日，摩根士丹利发布了一份关于英伟达最新Blackwell ...
AMD Launches AI chip to Rival Nvidia’s Blackwell in Fierce Competition
The Instinct MI325X is set to begin production by the end of 2024, AMD announced during a recent product launch event. If ...
NVIDIA Blackwell芯片需求激增，订单已售罄，市场格局或重塑
2024年10月12日，NVIDIA的Blackwell芯片系列正处于前所未有的需求高峰。根据摩根士丹利的最新报告，该公司未来一年的Blackwell订单已经全部售罄，显示出各大科技企业对这一革命性产品的强烈渴求。经过一段时间的市场观察，显然，Blackwell凭借其卓越的AI算力，成为了诸如微软、Meta、Oracle和OpenAI等行业巨头的优选解决方案。
Nvidia's Blackwell ramp appears 'quite strong,' Morgan Stanley says
Nvidia (NVDA) is gearing up to launch its Blackwell line of GPUs and the ramp up in production appears quite strong, Morgan ...
来自MSN21 小时
Blackwell需求量惊人 NVIDIA未来1年订单已全部售罄
快科技10月12日消息，毫无疑问，Blackwell是NVIDIA历史上最成功的产品之一，其需求量已经飙升到前所未有的水平。凭借全球领先的AI ...