Even though the delivery time for the H100 80GB GPU has dropped from 8-11 months to 3-4 months, this indicates greater efficiency and more direct revenue. Nvidia's delivery cycle has been drastically shortened over the past few months. Generally, this is bad, but demand for AI computing po...
draws attention for open-source AI modelsthat it says are cheaper than the competition while providing similar or better performance, AI chip king Nvidia’s stock price dropped today. CNBC saidthat after closing at $118.58, down 17 percent, this was “the biggest drop ever for a U.S. compa...
Bitcoin price loses traction as miner profits drop and spot BTC outflows persist Sep 03, 2024 byMarcel Pechman Bitcoin has lost more than 10% in the past two weeks as fear of a US recession, spot Bitcoin ETF outflows and the threat of miner capitulation grows. ...
including: “1) not seeing any signs of further delays with Blackwell expected to ramp into mass production beginning in December and estimate Blackwell in F4Q (Jan) will contribute over $7B in revenues; 2) Hopper (H100/H200) demand remains very strong ...
Zotac has dropped its GeForce RTX 4080 16GB Trinity OC card to an all-time low price of $989.99 for Amazon's Prime Big Deal Day sale. It's not the first time we've seen an RTX 4080 drop below $1,000 — the MSI GeForce RTX 4080 16GB Ventus 3X OC dipped to $999 in July for ...
Nvidia founder and CEO Jensen Huang cannot be happy with the drop in his company's share price, but he may be partly to blame himself. Thearon W. Henderson—Getty Images Nvidia’s Jensen Huang is beginning to learn the meaning of the expression, “The higher they rise, the harder the ...
It is premature to assume DeepSeek's breakthrough will bring another such decline in the stock price, and even if it does, Nvidia is unlikely to lose its overall competitive advantage. Still, with considerable downside possible, now may not be a good time to hold a disproportionately ...
Bernstein analyst Stacy Rasgon, who has an outperform rating and a $200 price target, said the report was “better than it could have been.” “The company’s trajectory has been under significant pressure for some time,” Rasgon said. “However, it is ...
Investors will closely scrutinize the demand for GPUs like the A100 and H100. If Nvidia demonstrates higher margins on AI-related products, it could signal strong demand and pricing power, which would be bullish. Conversely, failing to achieve this could spell trouble. Additionally, guidance fo...
There are also new PCIe-based accelerator cards, starting with the H100 NVL, which has Hopper architecture in a PCIe card offering 94GB of memory for transformation processing. “Transformation” is the “T” in ChatGPT, by the way. There are also Lovelace architecture-based options, including...