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7 小时
Nvidia reportedly mulls socketed design for Blackwell B300 AI GPUs — next-gen Blackwell ...
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17 小时
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 ...
来自MSN
2 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 ...
2 天
on MSN
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 ...
11 小时
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。
2 天
on MSN
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 ...
头部财经-新科技 on MSN
11 小时
英伟达还能创新高?大摩爆料:Blackwell未来一年供应已售罄
财联社10月12日讯(编辑 黄君芝)摩根士丹利(Morgan Stanley)最新研判,由于其GPU芯片业务的需求持续飙升,英伟达的股票有望进一步上涨。大摩的分析师本周在纽约与英伟达首席执行官黄仁勋(Jensen ...
16 小时
on MSN
Nvidia will be thrilled – Samsung’s archrival announces it has begun production of ...
Nvidia and AMD hardware. For advanced memory stacking, SK Hynix employs innovative packaging technologies, including Through ...
4 天
on MSN
Nvidia set for a surge: Blackwell chip demand drives optimistic outlook
Nvidia's new Blackwell chip is set to drive significant growth, with analysts predicting higher-than-expected revenue for Q1 ...
4 天
Microsoft Azure flaunts world's first custom Nvidia Blackwell racks — tests its own 32 ...
Microsoft Azure showed off its first cabinet with presumably 32 Blackwell B200 GPUs and a liquid cooling system. It's the ...
Enid News & Eagle
3 天
Bennett, Chisholm roll over Blackwell; Seiling turns back Okeene
BLACKWELL — Malachi Bennett rushed for 180 yards and three touchdowns as Chisholm defeated Blackwell 49-6 in a District 2A-1 ...
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