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Tue, 07/09/2024 - 2:01pm

How Nvidia’s Blackwell Launch Could Lift Micron and Monolithic Power Systems

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Micron Announces 12-Layer HBM3e Memory at 36GB Capacity
Micron says despite increasing capacity for its HBM3e offering by 50% due to the four additional layers of memory, it's reduced power consumption by 30% compared with its competit ...
09/9/2024 - 12:00 am | View Link
Nvidia’s New AI Chip is Delayed, Impacting Microsoft, Google, Meta
Nvidia this week told Microsoft, one of its biggest customers, and another large cloud provider about a delay involving the most advanced AI chip in its new Blackwell series of chips, according to a ...
08/30/2024 - 1:08 am | View Link
Prediction: Nvidia Stock Will Soar After Aug. 28 Because of These 3 Key Factors
Nvidia will also almost certainly seek to calm concerns about the reported delay of its Blackwell launch. In Nvidia's fiscal 2025 first quarter, the company said it expected Q2 revenue of "$28.0 ...
08/25/2024 - 5:50 pm | View Link
Nvidia Q2 Preview: Big Setback With Blackwell Delays
Nvidia's stock has outperformed expectations due to their dominance in AI, but delays in Blackwell chip could impact their market share and growth. Analysts remain bullish on Nvidia despite ...
08/25/2024 - 3:09 am | View Link
Nvidia Stock: Blackwell Suppliers Shrug Off Delay Ahead Of Q2 Earnings
Blackwell with CoWoS-L packaging seeks to increase yields by circumventing a silicon monolithic interposer ... shorter interconnect length and reduced power consumption compared to 2D packaging.
08/22/2024 - 4:24 pm | View Link
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