Latest about Blackwell
Nvidia develops software-based tracking for AI GPUs to quash smuggling concerns
Officially, the capability is positioned for large CSPs as a way to manage their AI fleets.
White House senators lobby for SAFE Chips Act, which would limit leading-edge AI chip exports to China
No Blackwell and MI355X for China: H20 and MI308, but for how long?
Nvidia lobbies White House and reportedly wins loosened AI GPU export control to China
The U.S. House shelved the GAIN AI Act, blocking a rule that would have forced AMD and Nvidia to put U.S. buyers ahead of China for advanced GPUs, though Beijing's own limits blunt the impact.
China's hybrid-bonded AI accelerators could rival Nvidia's Blackwell GPUs
AI accelerators with DRAM on top could be China's way to catch up with advanced AI accelerators.
Nvidia's revenue skyrockets to record $57 billion per quarter — all GPUs are sold out
As Blackwell Ultra ramps, Nvidia gets even more money.
Cooling system for a single Nvidia Blackwell Ultra NVL72 rack costs a staggering $50,000
More power, more expensive cooling.
Nvidia's market capitalization hits $5.12 trillion
GTC announcements drive Nvidia's market capitalization by over $200 billion in one day, making the company the world's first firm to reach a market capitalization of over $5 trillion.
Nvidia to build seven AI supercomputers for the U.S. gov't with over 100,000 Blackwell GPUs
And even more.
