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NVIDIA is the 'GPU cartel', will delay shipments if AI GPU customers talk to AI GPU competitors

NVIDIA reportedly delaying data center, AI GPU shipments if they find out a customer is talking to AI GPU competitors, ex-Radeon GPU boss chimes in.

Jonathan-ross , Nvidia , Intel , Wall-street , Wall-street-journal , Md , I-gpu , I-gpu-shipments , Cott-herkelman , Vidia-ai-gpu , 100 , 200

NVIDIA AI GPU customers 'offloading' chips, selling hard-to-buy excess AI GPU hardware

NVIDIA's super-expensive H100 AI GPUs are being offloaded as AI GPU customers, reportedly more cost-effective to rent AI processing through cloud providers.

Nvidia , Amazon-web-services , Google-cloud , I-gpu , Vidia-ai-gpu , 100 , Elling-h100 , 100-ai-gpu , Mazon , Oogle , Icrosoft

NVIDIA's supply chain has 'massive improvement' in AI GPU deliveries, lower delivery times now

The speed of NVIDIA AI GPU delivery has been 'greatly accelerated' where end of 2023 had an 8-11 month wait on AI GPUs, now it's only 3-4 months.

Taiwan , China , Dubai , Dubayy , United-arab-emirates , Jensen-huang , Nvidia , Taiwan-semiconductor-manufacturing-company , World-government-summit , Vidia-ai-gpu , I-gpu , I

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%.

Goldman-sachs , Nvidia , Vidia , Vidia-ai-gpu , I-gpu , 100-ai-gpu , 200-ai-gpu , 200 , 100 , I-gpu-business , Ntel

NVIDIA rumored to switch to Intel for advanced packaging for next-gen AI GPUs, away from TSMC

NVIDIA has reportedly moved to Intel for advanced packaging of its next-gen AI GPUs to stop shortages, the company is bottlenecked by TSMC's CoWoS tech.

Oregon , United-states , Taiwan , New-mexico , Intel , Team-blue , Taiwan-semiconductor-manufacturing-company , Nvidia , Vidia , Smc , Aiwan-semiconductor-manufacturing-company

NVIDIA commands 90% of AI GPU market, competitors are 'years from catching up'

NVIDIA reportedly has an estimated 90% of the AI GPU market share, with 1.5 million to 2 million AI GPUs to be sold by NVIDIA in 2024 alone.

Patrick-moorhead , Nvidia , Gartner , Moor-insights , Vidia , Ntel , I-gpu , Vidia-ai-gpu , Opper-h100 , Opper-h200 , 100-ai-gpu , Lackwell

NVIDIA CEO Jensen Huang visits Taiwan, preparing for Hopper H200 and Blackwell B100 AI GPUs

NVIDIA CEO Jensen Huang visits Taiwan and TSMC to check on the mass production status of Hopper H200, Blackwell B100 AI GPUs that will release this year.

China , Beijing , Taiwan , Taiwanese , Chinese , Jensen-huang , Intel , Nvidia , Taiwan-semiconductor-manufacturing-company , Beijing-new-year , Smc , Vidia-ai-gpu

NVIDIA secures $1 billion+ AI GPU order from Indian data center operator Yotta

NVIDIA will continue to struggle doing AI GPU business in China, with the Indian market now opening up with a huge $1 billion+ order for AI GPUs.

China , Mumbai , Maharashtra , India , Tianfeng , Sichuan , New-delhi , Delhi , Ming-chi-kuo , Sunil-gupta , Niranjan-hiranandani , Reuters

NVIDIA and AMD driving massive profits for semiconductor industry, highest since 2009

The semiconductor industry has the largest boost in over 10 years, largely driven by AMD and NVIDIA... especially NVIDIA with its massive AI GPU sales.

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NVIDIA's tweaked H20 AI GPU enters mass production in Q2 2024, destined for China

NVIDIA reportedly plans mass production of its new H20 AI GPU designed exclusively for China, in Q2 2024, meeting the updated US sanctions.

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Live Breaking News & Updates on Vidia ai gpu

NVIDIA reportedly delaying data center, AI GPU shipments if they find out a customer is talking to AI GPU competitors, ex-Radeon GPU boss chimes in.Jonathan-ross , Nvidia , Intel , Wall-street , Wall-street-journal , Md , I-gpu , I-gpu-shipments , Cott-herkelman , Vidia-ai-gpu , 100 , 200

NVIDIA's super-expensive H100 AI GPUs are being offloaded as AI GPU customers, reportedly more cost-effective to rent AI processing through cloud providers.Nvidia , Amazon-web-services , Google-cloud , I-gpu , Vidia-ai-gpu , 100 , Elling-h100 , 100-ai-gpu , Mazon , Oogle , Icrosoft

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%.Goldman-sachs , Nvidia , Vidia , Vidia-ai-gpu , I-gpu , 100-ai-gpu , 200-ai-gpu , 200 , 100 , I-gpu-business , Ntel

NVIDIA reportedly has an estimated 90% of the AI GPU market share, with 1.5 million to 2 million AI GPUs to be sold by NVIDIA in 2024 alone.Patrick-moorhead , Nvidia , Gartner , Moor-insights , Vidia , Ntel , I-gpu , Vidia-ai-gpu , Opper-h100 , Opper-h200 , 100-ai-gpu , Lackwell

NVIDIA will continue to struggle doing AI GPU business in China, with the Indian market now opening up with a huge $1 billion+ order for AI GPUs.China , Mumbai , Maharashtra , India , Tianfeng , Sichuan , New-delhi , Delhi , Ming-chi-kuo , Sunil-gupta , Niranjan-hiranandani , Reuters

NVIDIA reportedly plans mass production of its new H20 AI GPU designed exclusively for China, in Q2 2024, meeting the updated US sanctions.China , Chinese , Pcie-gen , Nvidia , 20 , 20-ai-gpu , I-gpu , S-sanctions , Vidia-ai-gpu , 100 , Nstinct-mi300x