Super Micro Computer ties its growth to Nvidia's Blackwell GPUs while navigating supply constraints and filing concerns.

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 ...

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, ...

To start, investors have been focused lately on the nitty-gritty of the next few quarters as the company works to ramp up production of its new Blackwell chip. But the newly announced Stargate ...

The company released its new Blackwell chip last year and said shortly thereafter that demand was already outstripping supply. Nvidia CFO Colette Kress said on the company's third-quarter earnings ...

which are two generations prior to the current Blackwell chip. DeepSeek also reportedly has a cluster of Nvidia H800s, which is a capped, or slowed, version of the Nvidia H100 designed for the ...

Everything to know about OpenAI's free AI essay writer and how it works DeepSeek has been building AI models ever since, reportedly purchasing 10,000 Nvidia A100s before they were restricted, which ...