News Gist .News

Articles | Politics | Finance | Stocks | Crypto | AI | Technology | Science | Gaming | PC Hardware | Laptops | Smartphones | Archive

Nvidia Ceo Jensen Huang Teases Blackwell Ultra and "the One Click After That"

Nvidia's next flagship chip, codenamed Blackwell Ultra, is set to be revealed at its Nvidia GTC 2025 event in March 2025. The new hardware will offer upgrades in processors, networking, and memory, while maintaining the same system architecture as its predecessor, Blackwell. Vera Rubin, a subsequent product line expected in 2026, promises to further accelerate AI capabilities.

See Also

Intel Unveils Its Most Powerful AI PCs Yet - New Intel Core Ultra Series 2 Processors Pack in vPro Features Δ1.80

Intel has introduced its Core Ultra Series 2 processors at MWC 2025, showcasing significant advancements in performance tailored for various workstations and laptops. With notable benchmarks indicating up to 2.84 times improvement over older models, the new processors are positioned to rejuvenate the PC market in 2025, particularly for performance-driven tasks. Additionally, the launch of the Intel Assured Supply Chain program aims to enhance procurement transparency for sensitive data handlers and government clients.

Nvidia RTX Pro 6000 Blackwell GPU Spotted with 24,064 CUDA Cores, 96GB GDDR7, and 600W — 11% More Cores than Ada Δ1.80

The upcoming Nvidia RTX Pro 6000 Blackwell GPUs are expected to feature improved performance and higher memory capacities, positioning them as key components in professional workstations. The dual-flavored launch indicates a growing trend of workstation GPUs with enhanced capabilities, catering to specific industry demands. With two variants in the pipeline, Nvidia's strategy for these high-end graphics cards is yet to be fully understood.

Nvidia's Stock Price Will Surge as the Chipmaker Remains Dominant Δ1.79

Nvidia's revenue grew 78% from last year to $39.3 billion, beating Wall Street's projection of $38.3 billion, but fell short of investors' expectations for a blowout quarter. Despite this, Bank of America has raised its price target on Nvidia's stock by 5%, citing the company's dominant position in the AI market and strong sales from its Blackwell chips. The firm expects Nvidia to continue to lead the AI market towards compute-intensive inference and agentic applications.

Nvidia Breaks Records: Doubled Revenues in 2024 Behind Blackwell Δ1.79

During 2024, the company reported revenues of $130.5 billion, increasing 114% from the previous fiscal year. Higher demand for AI capabilities and specifically the Blackwell GPU supported the results. A key factor in the results was the Data Center segment, which reported a record-breaking $35.6 billion in revenue for the fourth quarter.

Apple Unveils M3 Ultra Chip with Industry-Leading Performance and Graphics Capabilities Δ1.78

The new M3 Ultra chip boasts a 32-core CPU, 80-core GPU, and 32-core Neural Engine, making it Apple's most capable processor to date. The chip can pair with up to 16TB of internal storage and up to 512GB of unified memory, offering impressive performance for demanding tasks such as video editing and game development. The updated Mac Studio is set to launch on March 12, starting at $1,999.

OpenAI, Oracle Eye Nvidia Chips Worth Billions for Stargate Site Δ1.78

OpenAI and Oracle Corp. are set to equip a new data center in Texas with tens of thousands of Nvidia's powerful AI chips as part of their $100 billion Stargate venture. The facility, located in Abilene, is projected to house 64,000 of Nvidia’s GB200 semiconductors by 2026, marking a significant investment in AI infrastructure. This initiative highlights the escalating competition among tech giants to enhance their capacity for generative AI applications, as seen with other major players making substantial commitments to similar technologies.

The Ai-Powered Chip Showdown: Who Comes Out on Top? Δ1.77

NVIDIA's latest earnings report has fueled speculation about its dominance in the AI and data center markets. With Q4 revenues reaching $39.3 billion, NVIDIA is poised to capitalize on the growing demand for high-performance GPUs. The company's Blackwell architecture line of products is driving significant revenue growth, but the question remains whether rapid expansion can strain margins.

Is RISC-V the Future of Compute? Alibaba Thinks so as It Launches a New Server-Grade Chip that Will Revolutionize High-Performance Computing Δ1.77

Alibaba's latest move with the launch of its C930 server processor demonstrates the company's commitment to developing its own high-performance computing solutions, which could significantly impact the global tech landscape. By leveraging RISC-V's open-source design and avoiding licensing fees and geopolitical restrictions, Alibaba is well-positioned to capitalize on the growing demand for AI and cloud infrastructure. The new chip's development by DAMO Academy reflects the increasing importance of homegrown innovation in China.

Nvidia Stock Outlook: Will It Recover in 1 Year? Δ1.77

Nvidia's (NASDAQ: NVDA) stock has hit a roadblock despite its chip business breaking records, with shares down 10% year to date. The company's fourth-quarter earnings were another success, but investors responded by selling the stock. Nvidia's near-term success relies heavily on its new Blackwell GPUs, which are expensive but can save clients money as they manage AI-related workloads.

Rising of Nvda Stock Is Driven by Bullishness Δ1.77

Nvidia (NVDA) is advancing 1.6% after Bank of America and WestEnd Capital Management expressed bullishness about the company and its shares in the wake of its fourth-quarter results. Based on Nvidia's Q4 numbers and guidance, demand for its new Blackwell chips appears to be very strong, according to WestEnd Capital Management Senior Equity Analyst Ali Mogharabi. Bank of America has also increased its price target on NVDA to $200 from $190, citing strong, long-term demand dynamics in the chip maker's data center business.

Apple M3 Ultra Makes Geekbench Debut Alongside New Mac Studio Δ1.77

Apple's M3 Ultra chip has debuted on Geekbench, showcasing significant enhancements over its predecessor, the M2 Ultra, with up to 30% better CPU performance and a 13% increase in GPU speed. The new Mac Studio, powered by the M3 Ultra, features advanced specifications, including a remarkable 32 CPU cores and support for 512 GB of unified memory. Despite its impressive capabilities, the pricing of the M3 Ultra-powered Mac Studio raises questions about its market competitiveness against more affordable alternatives.

Hedge Fund Secrets: Unlocking Alpha in AI Stocks. Δ1.76

NVIDIA Corporation's (NASDAQ:NVDA) recent price target hike by Morgan Stanley highlights the growing interest in AI stocks among institutional investors. The company's dominance in the graphics processing unit (GPU) market and its expanding presence in the artificial intelligence (AI) space have made it a top pick among hedge funds. As AI continues to transform industries, NVIDIA is poised to reap significant benefits from its innovative technologies.

Nvidia (NVDA) Stock Soars on Oversold Conditions Δ1.76

Nvidia's stock advanced on Friday as buyers rushed in to purchase oversold stocks, driven by the company's stronger-than-expected fourth-quarter results and above-average 2025 sales guidance. The chip maker reported a surge in Q4 sales, with revenue from data centers more than doubling year-over-year, and surpassed its sales guidance by almost $2 billion. Despite some challenges in transitioning to new technology, Nvidia's shares have rallied on optimistic views from analysts.

Nvidia RTX 6000 Pro: Details of New Workstation Graphics Card Leak Amid Rumours of GTC 2025 Launch Δ1.76

The Nvidia RTX 6000 Pro workstation graphics card is expected to be officially unveiled at GTC 2025, with specifications revealed by Leadtek and VideoCardz. The GPU allegedly boasts 24,064 CUDA cores, 752 Tensor cores, and 188 RT cores, significantly outperforming the current GeForce RTX 5090. Nvidia's forthcoming release promises to revitalize the graphics card market.

The AI Industry Is Set for an Explosive Growth Spurt Δ1.76

The Stargate Project, a massive AI initiative led by OpenAI, Oracle, SoftBank, and backed by Microsoft and Arm, is expected to require 64,000 Nvidia GPUs by 2026. The project's initial batch of 16,000 GPUs will be delivered this summer, with the remaining GPUs arriving next year. The GPU demand for just one data center and a single customer highlights the scale of the initiative.

The Future of AI: Nvidia's Long-Term Potential Δ1.76

Nvidia's latest earnings call has left investors with mixed signals, but the company's long-term potential remains unchanged. The recent sell-off in its stock could prove to be an overreaction, driven by expectations of a digestion period for AI investments. Despite the short-term uncertainty, Nvidia's strong business fundamentals and fundamental growth drivers suggest a continued bull thesis.

Nvidia and Broadcom Continue Trialing Intel 18A Test Chips: Report Δ1.76

Nvidia and Broadcom's ongoing trials of Intel's 18A test chips suggest that these projects continue despite alleged delays in some third-party IP, potentially pushing launch times to mid-2026. The companies are testing the chips using Intel's new 18A manufacturing process, which is comparable to TSMC's N2 node but reportedly faster. These trials indicate a growing interest in Intel's 18A technology among leading semiconductor firms.

Analyst Explains Why DeepSeek Won’t Impact Nvidia (NVDA) Demand Δ1.76

Financial analyst Aswath Damodaran argues that innovations like DeepSeek could potentially commoditize AI technologies, leading to reduced demand for high-powered chips traditionally supplied by Nvidia. Despite the current market selloff, some experts, like Jerry Sneed, maintain that the demand for powerful chips will persist as technological advancements continue to push the limits of AI applications. The contrasting views highlight a pivotal moment in the AI market, where efficiency gains may not necessarily translate to diminished need for robust processing capabilities.

2 AI Chip Stocks to Buy on the Dip Δ1.76

The semiconductor industry, particularly AI chip stocks, is currently facing negative sentiment due to high valuations and economic concerns, leading to a dip in stock prices. Despite this, companies like Nvidia are well-positioned for long-term growth, driven by increasing demand for AI inferencing and significant investments from major tech firms. As infrastructure spending on data centers is projected to surge, Nvidia's innovative products, such as the Blackwell computing platform, are expected to bolster revenue significantly in the coming quarters.

Nvidia Stock Downgraded by Summit Insights Group Amid AI Market Concerns. Δ1.75

Nvidia's strong fourth-quarter earnings report failed to boost investor confidence, as the only Wall Street firm to downgrade its stock, Summit Insights Group, warned about the sustainability of its expansion path due to changing artificial intelligence market demands. The company's high-performance processors, which have driven its growth, may lose demand as AI inference calls for less processing capability than AI model development. This trend could impact Nvidia's competitive position in the rapidly evolving AI sector.

GPT-4.5 Rollout Delayed Due to GPU Shortages Δ1.75

OpenAI has delayed the release of its GPT-4.5 model due to a shortage of Graphics Processing Units (GPUs). The company's CEO, Sam Altman, announced that tens of thousands of GPUs will arrive next week, allowing for the model's release to the Plus tier subscribers. However, this delay highlights the growing need for more advanced AI computing infrastructure.

2 AI Chip Stocks to Buy in March Δ1.75

Investors are advised to consider Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) as promising stocks in the AI chip market, given the expected growth in data center spending and the increasing demand for advanced processing technologies. Nvidia has demonstrated remarkable performance with a significant increase in revenue driven by its dominance in the data center sector, while TSMC continues to support various chip manufacturers with its cutting-edge manufacturing processes. Both companies are poised to benefit from the rapid advancements in AI, positioning them as strong contenders for future investment.

Apple Announces M3 Ultra—And Says Not Every Generation Will See an “Ultra” Chip Δ1.75

The M3 Ultra is a custom-designed system-on-a-chip (SoC) that combines two M3 Max chips with a silicon interposer, doubling the CPU cores, GPU cores, and Neural Engine cores. Apple has also added new features, such as Thunderbolt 5 support and up to 512GB of RAM, making it a more powerful option for high-end Mac Studio users. The decision not to include an M3 Ultra in every generation may be due to sales data indicating that the high-end models can't justify the cost and effort needed to design and manufacture a new chip.

New Mac Studio with Apple M3 Ultra Tipped to Launch Alongside M4 MacBook Air Δ1.75

Apple is set to unveil a new Mac Studio with an Apple M3 Ultra chip, which will be launched alongside the M4-powered MacBook Air. This move signals a significant shift in Apple's chip strategy, as it appears to prioritize high-end performance over mid-range options. The M3 Ultra is expected to bring substantial improvements over its predecessor, the M2 Ultra.

Passing the iPhone King: Nvidia, Microsoft, Alphabet Ready to Take Over Δ1.75

Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) are set to surpass Apple's valuation in five years due to their growth projections. The trio has consistently posted double-digit growth, with Microsoft's projected 13% revenue increase in FY 2025 and Alphabet's 11% in the same period. If these growth rates continue, Nvidia, Microsoft, and Alphabet will outperform Apple in terms of profit production by 2029.