Nvidia: Blackwell is now in full production as promised.
Initially lagging behind, Nvidia's Blackwell processor is now in full production.
Despite concerns, Nvidia's third-quarter datacenter revenue surpassed supply constraints due to relentless demand for AI accelerators, reaching a record high.
Blackwell exceeds AMD's MI325X, and Nvidia's AI accelerator leads in efficiency and performance, crucial as datacenters are facing electrical utilities constraints.
Nvidia's datacenter's disruptive change, transitioning from x86 CPUs to GPU accelerators, is expected to drive revenue growth exceeding 100% post-2025, sustaining long-term growth.
I am Mark Hibben. Drawing on my experience in the technology sector, I provide a balanced perspective. I lead the investment groupRethink Technologyand offer investment strategies from a technologist's viewpoint.
Despite concerns, Nvidia's third-quarter datacenter revenue surpassed supply constraints due to relentless demand for AI accelerators, reaching a record high.
Blackwell exceeds AMD's MI325X, and Nvidia's AI accelerator leads in efficiency and performance, crucial as datacenters are facing electrical utilities constraints.
Nvidia's datacenter's disruptive change, transitioning from x86 CPUs to GPU accelerators, is expected to drive revenue growth exceeding 100% post-2025, sustaining long-term growth.
I am Mark Hibben. Drawing on my experience in the technology sector, I provide a balanced perspective. I lead the investment groupRethink Technologyand offer investment strategies from a technologist's viewpoint.
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