With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view mirror and nerves more calm about the potential threat that the techniques used in the AI models of Chinese startup DeepSeek better understood, Nvidia’s final quarter of its fiscal 2025 and its projections for continuing sequential growth in fiscal 2026 will bring joy to Wall Street. …
Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building those machines and making money is easy. …
If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there are not a lot of companies who have a balance sheet that is big enough to get all of the parts to build the machines. …
We have said it before, and we will say it again as everyone is chewing on the financial results that Nvidia just turned in for its third quarter of fiscal 2025 ended in October. …
The minute that search engine giant Google wanted to be a cloud, and the several years later that Google realized that companies were not ready to buy full-on platform services that masked the underlying hardware but wanted lower level infrastructure services that gave them more optionality as well as more responsibility, it was inevitable that Google Cloud would have to buy compute engines from Intel, AMD, and Nvidia for its server fleet. …
It has become a well known fact these days that the switches that are used to interconnect distributed systems are not the most expensive part of that network, but rather it is the optical transceivers and fiber optic cables that comprise the bulk of the cost. …
Rated horsepower for a compute engine is an interesting intellectual exercise, but it is where the rubber hits the road that really matters. …
Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …
After Wall Street closed the markets for the day and Nvidia reported its financial results for the second quarter of fiscal 2025, we had the opportunity to chat with Colette Kress, chief financial officer of the accelerated computing giant. …
Nvidia hit a rare patch of bad news earlier this month when reports started circulating claiming that the company’s much-anticipated “Blackwell” GPU accelerators could be delayed by as much as three months due to design flaws. …
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