Super Micro bets on Blackwell demand to boost revenue by mid-2025
Super Micro Computer ties its growth to Nvidia's Blackwell GPUs while navigating supply constraints and filing concerns.
scmp.com6d
Nvidia jumps on Super Micro saying Blackwell-based system ready
The Santa Clara, California-based chipmaker has been facing challenges in ramping up its supply chain to deliver on the production of its new Blackwell chip. Demand for the chips continues to ...
EconoTimes6d
NVIDIA Stock Surges on Google’s $75B Capex Boost, Blackwell Chip Ramp-Up
NVIDIA (NASDAQ: NVDA) stock surged 5.35% to $124.83 on Wednesday, fueled by strong capital expenditure commitments from major hyperscalers and the ramp-up of its powerful Blackwell AI chip. Alphabet ...
Fudzilla6d
Super Micro says Nvidia’s Blackwell is on the way
Nvidia has been facing challenges in ramping up its supply chain to deliver on the production of its new Blackwell chip. Demand for the chips continues to exceed supply. In particular, the company ...
Super Micro projects $40B FY2026 revenue driven by AI and Blackwell platforms
Charles Liang, CEO, highlighted preliminary Q2 net revenue in the range of $5.6 billion to $5.7 billion, a 54% year-over-year increase. He noted strong demand for AI platforms and the transition from ...
Yahoo Finance6d
Nvidia (NVDA) Gains as Morgan Stanley Reaffirms Top Pick, Sees AI Growth Ahead
They highlighted growing confidence in Hopper and Blackwell chip supply and noted that customer demand for AI infrastructure remains robust. While investor sentiment around large AI training ...
Investing6d
NVIDIA stock soars as capex budgets swell and Blackwell ramps
NVIDIA (NASDAQ:NVDA) stock surged higher Wednesday, bolstered by continued Capex spending boosts by hyperscalers and the ramping of its new Blackwell chip. NVIDIA shares closed up 5.35% to $124.83. On ...
Cloudflare Stock Jumps After Earnings. What the CEO Said About DeepSeek.
Shares in Cloudflare were rising Friday after the company reported better-than-expected fourth-quarter earnings. Cloudflare stock jumped 14% to $160.53, while Fortinet, another cybersecurity name, ...
Yahoo Finance6d
Nvidia (NVDA) Gains as Morgan Stanley Reaffirms Top Pick, Sees AI Growth Ahead
They highlighted growing confidence in Hopper and Blackwell chip supply and noted that customer demand for AI infrastructure remains robust. While investor sentiment around large AI training clusters ...
AMD fast-tracks its most powerful AI GPU ever as it seeks to steal market sharefrom Nvidia's Blackwell B100 and B200
Nevertheless, AMD faces production challenges due to limited access to high-bandwidth memory (HBM) and advanced packaging ...
Yahoo5d
Honeywell to Break Into 3 as It Seeks GE Magic. The Stock Drops After Earnings Beat.
Honeywell announces a plan to break into three companies. It also reports solid fourth-quarter earnings. Trump is making plans for a sovereign wealth fund. Alaska already has one, and it's funding ...