Bernstein Boosts Nvidia Price Target Amid Strong Blackwell Demand
Bernstein raises Nvidia's price target to $315, driven by stable demand for Blackwell and Rubin products, highlighting a promising revenue outlook.
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Nvidia’s Exit from China’s AI Chip Market Opens Doors for Huawei
Nvidia's share of China's AI chip market has plummeted from 95% to zero due to US export controls,…
xAI Achieves Financial Break-Even by Building Own Supercomputer
xAI has reached financial break-even by constructing its own AI supercomputer, Colossus, enabling cost-effective operations and revenue generation.
AMD Invests $10 Billion in Taiwan to Compete with Nvidia
AMD's substantial $10 billion investment in Taiwan focuses on expanding AI chip production capacity, challenging Nvidia's dominance in…
Alibaba’s New AI Chip Challenges Nvidia Amid Growing Quantum Risks
Alibaba's Zhenwu M890 AI chip aims to reduce dependence on Nvidia, while Glassnode warns of Bitcoin's exposure to…
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Nvidia Broadens Revenue Horizons Beyond Traditional Clients
GPUBeat Desk · 1 min
Anthropic’s $45 Billion Deal with SpaceX Marks AI Computing Milestone
GPUBeat Desk · 2 min
Nvidia’s Blackwell Platform Drives Unprecedented Revenue Surge
GPUBeat Desk · 2 min
NVIDIA Forecasts Major Growth with Vera Rubin as AI Demand Surges
GPUBeat Desk · 2 min
Nvidia Acknowledges Loss of Ground to Huawei in AI Chip Market
GPUBeat Desk · 3 min