TL;DR: NVIDIA faced challenges with its GB200 AI servers, leading cloud service providers to seek more reliable solutions. Major CSPs, including Microsoft, are hesitant to adopt the new GB300 ...

U.S. restricts AI exports to China, Nvidia caught off guard, ETFs with high exposure to chip market suffer, tech sector sells ...

DGX Spark (formerly Project Digits) is a diminutive desktop box containing a GB10 Grace Blackwell system-on-chip (SoC) and 128 GB of unified system memory, which Nvidia claims is capable of 1,000 ...

Nvidia’s DGX Station is powered by the GB300 Grace Blackwell Ultra OEMs are making their own versions – Dell’s is the Pro Max with GB300 HP’s upcoming GB300 workstation will be the ZGX ...

Nvidia's AI Enterprise suite, which covers a host of AI frameworks including access to its inference microservices ( NIMs ), would run you $4,500 a year or $1 an hour in the cloud, per GPU. This meant ...

In the DGX GB300 NVL72, the number denoted the 72 GPUs in the rack. From Rubin on, it will instead show the number of reticle ...

TL;DR: Apple has ordered $1 billion worth of NVIDIA's GB300 NVL72 AI servers, indicating a strategic shift towards enhancing its AI capabilities, particularly in response to challenges with Siri.

Bank of America estimates the H20 ban could lead to a manageable 5%-8% drop in sales and a 6%-10% hit to pro-forma earnings per share in fiscal year 2026 (calendar 2025). That's based on assumptions ...

What makes the rumors around Apple's server deal particularly exciting is that the GB300 NVL72 servers integrate Nvidia's next-generation GPU architecture, the Blackwell Ultra. Given the ...

To power research and AI production efforts for its customers, Alphabet’s Google Cloud will be among the first to adopt the NVIDIA GB300 NVL72 rack-scale solution and NVIDIA RTX PRO™ 6000 ...

Nvidia’s price target was cut to $180 from $185. UBS said the newly implemented restrictions on the H20 GPU will weigh on ...