Nvidia’s Blackwell systems sales are “off the charts” according to CEO Jensen Huang, but analysts see fast growth for custom AI chips, known as ASICs. These smaller, cheaper, more narrowly focused AI ...
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Nvidia Torches AI Bubble Talk With Blowout Q3, Stock Pops After-Hours: CEO Says Blackwell Chip Sales ‘Off The Chart’
・Nvidia’s CEO said compute demand keeps accelerating and compounding across training and inference. ・The contribution of China-specific H20 chips was insignificant. ・On the earnings call, Nvidia ...
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