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AMD's upgraded Instinct MI350 with newer 4nm node, HBM3E rumored for later this year

AMD's upgraded MI350X AI GPU teased: newer 4nm process node at TSMC, upgraded HBM3E memory that will better fight NVIDIA H200, B200 AI GPUs. ....

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Micron announces HBM3e memory enters volume production, ready for NVIDIA's new H200 AI GPU

Micron begins volume production of its new HBM3E memory solution, and will ship as part of NVIDIA's beefed-up H200 AI GPU coming soon. ....

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SK hynix says its HBM supply is sold out for 2024, huge growth expected in 2025

SK hynix posts record-breaking HBM sales over the last few months, is sold out of its HBM supply for 2024 and is expecting gigantic growth in 2025. ....

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Baird analysts increase NVIDIA stock target from $750 to $1050, because of next-gen Blackwell

Baird raises the target price of NVIDIA shares from $750 to $1050: AI GPU shipments are ramping up, new H200 and B100 AI GPUs are around the corner. ....

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NVIDIA AI GPU dominance sees Goldman Sachs increase NVIDIA share price target by 28%

Goldman Sachs research shows AI GPU demand is healthy, supply constraints for NVIDIA AI GPUs easing, so share price target for NVIDIA has been boosted 28%. ....

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