This focus on AI has contributed to some recent downgrades but also suggests continued upside ... When discussing NVIDIA's ...

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Consensus estimates forecast Nvidia to end the ongoing fiscal year 2025 with $125.5 billion in revenue, which would be a 125% ...

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 ...

在辉达的杀手级AI晶片Blackwell令市场陷入疯狂之际，AI晶片二哥辉达也不甘示弱，在10日宣布推出Instinct MI325X加速器，意图与辉达的Blackwell晶片一较高下。然而，产业分析师却指出，超微的新款新晶片仍旧落后辉达1 ...

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This past week was a whirlwind of news, with artificial intelligence (AI) taking the spotlight. From election interference to ...

Top analysts suggest that the launch of the Blackwell chips in early 2025 could be the breakthrough that pushes the NVDA ...

South Korean memory giant SK Hynix has announced it has begun the mass production of the world’s first 12-layer HBM3E, ...

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