News tagged Blackwell at DIGITIMES

NEWS TAGGED BLACKWELL

Monday 31 August 2026

Nvidia demand nearly doubles as supply meets only 70%

Nvidia reported second-quarter revenue for fiscal year 2027 of US$96.22 billion, a 106% year-over-year increase, driven by a 117% surge in data center revenue to US$89 billion. With...

Friday 28 August 2026

Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay

Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure...

Wednesday 26 August 2026

Nvidia earnings hinge on Rubin ramp and Vera CPU

Nvidia will release its fiscal second-quarter 2027 financial results on August 26, US time. Given Nvidia's performance pattern in recent quarters, Wall Street has come to expect a...

Tuesday 25 August 2026

Commentary: Nvidia's 15% hike piles pressure on the AI supply chain, lifts ASIC prospects

Nvidia has reportedly notified major customers that server systems using its AI chips will rise by more than 15%, with the new pricing set to apply to models shipping from early 2027,...

Thursday 6 August 2026

Auras Technology sees July 2026 revenue more than double on liquid cooling demand

Auras Technology reported a sharp rise in July 2026 revenue, more than doubling from a year earlier. The increase was mainly driven by customers expanding the adoption of liquid cooling...

Wednesday 29 July 2026

Moonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs

Chinese AI startup Moonshot AI is planning its next frontier model, Kimi K4, and is seeking additional access to Nvidia's advanced...

Thursday 16 July 2026

Nvidia doubles down on the land of the rising GPU, wiring Blackwell into Japan's science, banks, factories and cars

Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed...

Wednesday 27 May 2026

IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity

IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services...

Thursday 21 May 2026

Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin

Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...

Thursday 21 May 2026

Nvidia revenue surges 85% as data center sales jump 92%

May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year,...

Wednesday 20 May 2026

Nvidia earnings set to beat again on AI rack boom

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.

Friday 15 May 2026

Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp

Market fears over Nvidia's next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved...

Thursday 9 April 2026

AI chip demand tightens ABF substrate supply, three-year upcycle in sight

As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...

Tuesday 24 March 2026

Commentary: From chip performance to inference economics, Jensen Huang rewrites AI industry trends at GTC

Over the past three years, Nvidia founder and CEO Jensen Huang has returned to the same two-axis chart at each annual GTC conference — but the story that chart tells has shifted...

Friday 20 March 2026

Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal

Nvidia will supply 1 million graphics processing units (GPUs) to Amazon.com's cloud computing division by 2027 in one of the largest artificial intelligence infrastructure agreements...

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Sep 2, 08:22

World Diamond Technology accelerates mass production of 300 mm diamond wafers

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