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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 ...

AMD plans to ship its next-generation MI350 chip, aimed at competing with Nvidia's Blackwell system, in the second half of ...

NVIDIA's Blackwell platform, which offers significant cost and energy consumption improvements for AI training, was delayed ...

Nvidia (NVDA) is gearing up to launch its Blackwell line of GPUs and the ramp up in production appears quite strong, Morgan ...

For decades, Mexican and Mexican-American children in Marfa were forced to attend the Blackwell School where they were ...

Nvidia 的 Blackwell GPU 在未来 12 个月的供应量已售罄 摩根士丹利分析师分享了最近与 Nvidia 领导层（包括 CEO 黄仁勋）会面后得到的结果。会议期间该公司透露，未来 12 个月的 Blackwell GPU 订单已经售罄。这意味着今天下订单的新客户必须等到明年年底才能收到货。Nvidia 的传统客户（AWS、CoreWeave、Google、Meta、Microso ...