Nvidia Unveils Blackwell, Its Next GPU

spectrum.ieee.org
nvidia-unveils-blackwell,-its-next-gpu

17 Mar 2024 3 min read The newly announced Blackwell GPUs are two 800-square-millimeter silicon dies joined along one edge. Today at Nvidia’s developer conference, GTC 2024, the company revealed its next GPU, the B200. The B200 is capable of … Read more

Nvidia Waves and Moats

stratechery.com
nvidia-waves-and-moats

From the Wall Street Journal: The Nvidia frenzy over artificial intelligence has come to this: Chief Executive Jensen Huang unveiled his company’s latest chips on Monday in a sports arena at an event one analyst dubbed the “AI Woodstock.” Customers, … Read more

Nvidia is now more valuable than Amazon and Google

forbes.com
nvidia-is-now-more-valuable-than-amazon-and-google

Topline Nvidia’s market value surpassed those of fellow technology titans Amazon and Alphabet on Monday, an almost unbelievable feat accomplished as Nvidia’s stock more than quadrupled over the last 15 months as investors bought into Nvidia’s market-leading position in artificial … Read more

Nvidia’s AI supremacy is only temporary

petewarden.com
nvidia’s-ai-supremacy-is-only-temporary

Nvidia is an amazing company that has executed a contrarian vision for decades, and has rightly become one of the most valuable corporations on the planet thanks to its central role in the AI revolution. I want to explain why … Read more

Nvidia on the Mountaintop

stratechery.com
nvidia-on-the-mountaintop

It was only 11 months ago that I wrote an Article entitled Nvidia In the Valley; the occasion was yet another plummet in their stock price: To say that the company has turned things around is, needless to say, an … Read more