Browsing Tag
Blackwell
13 posts
ParTec AG (ETR: JY0): Why the German HPC group’s share price now turns on an Nvidia patent appeal
ParTec built Europe's first exascale supercomputer. Now its Nvidia appeal and Microsoft Texas jury trial will decide if JY0 is a €16 stock or a €100 one.
India’s answer to Starcloud and SpaceX: Pixxel-Sarvam Pathfinder bets on sovereign compute in space
Ground data centres are hitting power, land, and water limits. Pixxel and Sarvam are betting India can leapfrog the bottleneck from orbit.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Supermicro (SMCI): Can the AI server giant survive its legal crisis and deliver on $36bn guidance?
Supermicro (SMCI) trades near USD 22 after the DOJ indicted its co-founder for alleged Nvidia chip smuggling. Here is what retail investors need to know before the May 5 earnings report.
Nemotron 3 Super puts NVIDIA at the centre of agentic AI’s economics debate
NVIDIA's Nemotron 3 Super promises 5x throughput for agentic AI at lower cost. Here's what the open 120B model means for enterprises, rivals, and NVDA investors.
NVIDIA is closing in on a $5tn valuation. Can AI infrastructure momentum sustain the rally?
Find out how NVIDIA is accelerating toward a $5 trillion market cap as AI demand and government-backed infrastructure deals reshape the chipmaker’s outlook.
Why Supermicro is betting on NVIDIA Blackwell Ultra to build plug-and-play AI factory racks
Supermicro begins shipping NVIDIA Blackwell Ultra systems at volume, aiming to redefine enterprise AI infrastructure with turnkey AI factory solutions.
NVIDIA Blackwell edge server battle: Dell, HPE, or Supermicro—who leads in real-world deployments?
Compare Dell, HPE, and Supermicro Blackwell-based edge servers on performance, cooling, latency, and TCO. The definitive guide to enterprise-grade Edge AI in 2025.
How Supermicro is capitalizing on the Blackwell wave with custom AI server design in 2025
Supermicro’s liquid-cooled Blackwell systems are setting new benchmarks in GPU server design, efficiency, and scale. Discover its leadership in the AI infrastructure arms race.
Can NVIDIA be stopped? Inside the $44bn quarter that redefined the AI infrastructure race
NVIDIA’s $44.1B quarter marks more than just growth—it’s a signal that AI infrastructure is being redefined. Explore what comes next.