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Nvidia expected to produce nearly half of a million Blackwell GPUs in the fourth quarter alone, analysts from Morgan Stanley believe.
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Nvidia will reportedly rename its Blackwell Ultra GPUs for AI and HPC to the B300 series to better differentiate them from existing offerings.
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Softbank's telecom arm to build AI supercomputer based on Nvidia's DGX B200 servers.
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If TSMC reaches a deal with Nvidia, it could reportedly produce Nvidia's Blackwell GPUs at its Fab 21 in Arizona.
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Kopite has spilled the beans of Nvidia's RTX 5070 family; detailing CUDA core counts, VRAM capacities and TDPs.
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With 288 GB of HBM3E memory and 50% more FLOPS than B200, Nvidia's B300 is a major performance upgrade.
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Chief executive of Advantest says major increase of B100/B200 complexity over H100/H200 dramatically increases testing times.
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As demand shifts for dual-die Blackwell products, Nvidia reportedly increases CoWoS-L orders while possibly reducing orders for CoWoS-S packaging technology.
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