Nvidia will announce its earnings next week! The Blackwell cycle may continue to drive performance higher, with Wall Street collectively raising the target price.
Analysts generally believe that the current development of AI applications is still in the early stages, and the Blackwell cycle will continue to drive nvidia's performance higher. Credit Suisse expects that the new Blackwell product line will boost company revenue in the January quarter, with sales expected to be between $5 billion and $6 billion.
Will the chip stocks that lead the US stock market into a bull market soon see a new round of 'crazy bull run'?
After Citibank encountered a sell-off in chip stocks, it's almost time to buy chip stocks again.
FPT Launches FPT AI Factory to Accelerate AI Development in Japan, Offering Local Companies Pre-Orders for Its NVIDIA H200 Tensor Core GPUs Cloud Service
The first batch of nvidia's new chips "Flower" falls on Softbank, leading the world's first AI and 5G network together.
SoftBank Group will become nvidia's first customer for the new Blackwell-designed supercomputer chips, and the two companies have also announced successful trials of the world's first ai and 5G telecommunications network.
SoftBank Corp. Develops Orchestrator to Operate AI and VRAN on the Same Virtualized Infrastructure
Citi raises nvidia (NVDA.US) target price to $170, rated as a "buy".
Citi's report stated that nvidia (NVDA.US) is expected to announce its quarterly results as of October, after the market closes on the 20th of this month. The bank predicted total sales and datacenter sales for the quarter to be $33 billion each, taking into account the transition situation of Blackwell, with adjusted earnings per share of $0.72 under non-GAAP (market estimates $0.74). As for the quarter ending in January next year, the bank has revised upwards the datacenter sales forecast to around 3 to 4 billion yuan, as the company has resolved Blackwell's mask issue but still faces supply constraints.
Nvidia and SoftBank Pilot World's First AI and 5G Telecom Network
Amazon.com, Inc. (AMZN) to Release Custom AI Chips to Boost Data Center Efficiency and Reduce Dependence on NVIDIA
TetraScience Collaborates With NVIDIA to Industrialize the Production of Scientific AI Use Cases
Express News | SoftBank Corp. Develops 5G L1 Software, Achieving Carrier-Grade High Performance and Quality Vran on Nvidia Grace Hopper Platform
SoftBank Corp. Develops 5G L1 Software, Achieving Carrier-grade High Performance and Quality VRAN on NVIDIA Grace Hopper Platform
It is reported that Nvidia (NVDA.US) is cooperating with SoftBank to build AI infrastructure in Japan.
According to domestic media reports, Nvidia (NVDA.US) CEO Jensen Huang announced a collaboration with SoftBank to build artificial intelligence (AI) infrastructure in Japan, including Japan's largest AI factory. SoftBank founder Masayoshi Son stated that SoftBank is investing heavily in the construction of datacenters in Japan, emphasizing that Japan cannot afford to miss out on this wave of AI development, as the local area needs infrastructure. (vc/w)~
Express News | SoftBank Group will be nvidia's first customer for its new Blackwell-designed supercomputer, aiming to meet Japan's growing demand as Japan aspires to catch up in the field of ai.
Unicorn enterprise Moore Thread, a domestic GPU manufacturer, initiates A-share IPO.
The official website of the China Securities Regulatory Commission shows that the domestic full-function GPU unicorn company Moore Thread is undergoing counseling filing registration at the Beijing Securities Regulatory Bureau, officially starting the A-share listing process. The counseling institution is delete do not appear (06030.HK)(600030.SH). The filing information shows that Moore Thread was established in October 2020, with a registered capital of 0.33 billion yuan, and the founder and CEO is Zhang Jianzhong, holding 44.07% of the company's shares. It is reported that Zhang Jianzhong previously served as Vice President of Global nvidia (NVIDIA)(NVDA.US) and General Manager of the China region. Moore Thread is a
Redburn Atlantic Initiates Coverage of NVIDIA Corporation (NVDA) With Buy Rating and $178 Price Target, Highlighting AI-Driven Compute Advances
Express News | SoftBank CEO Son: But the Japanese Government Should Encourage More
Express News | SoftBank CEO Son: The Japanese Government Is Not Trying to Depress the AI Revolution as in Other Countries
Express News | SoftBank CEO Son: Every Other Telco Will Have to Follow This New AI Telecom Network Wave
Express News | Nvidia: SoftBank is leveraging its company platform to build a powerful artificial intelligence supercomputer.
Japan Cloud Leaders Build NVIDIA AI Infrastructure to Transform Industries for the Age of AI