Nvidia stock has 25% upside as it approaches an iPhone moment with its Blackwell chip, analyst says
"Even with a decelerating growth rate on huge numbers, Nvidia's CY2025 PEG ratio stands at about 0.8x on our estimates. This ratio is 33% less than Broadcom's and the lowest in the Mag 7 by a wide margin," Reitzes said. Nvidia stock is up 197% year-to-date and trading about 2% below its record high of $149.77 per share.
SoftBank unit to build supercomputer with Nvidia Blackwell chips
At the Nvidia AI Summit in Japan, founder and CEO Jensen Huang announced that SoftBank Corp will be the first to receive Nvidia’s DGX B200 systems.
Softbank plans to build first Nvidia Blackwell-based AI supercomputer using x86 DGX B200 servers
SoftBank's s telecom arm will build an AI supercomputer based on Nvidia's DGX B200 servers, featuring x86 processors and eight B200 GPU modules per server. SoftBank plans to adopt the Grace Blackwell platform, which combines Arm-based Grace CPUs and Blackwell AI GPUs, eventually (it's unclear when).
SoftBank is Nvidia's first Blackwell chips customer. Here's what they're going to be used for.
SoftBank Group is the first customer to use Nvidia's Blackwell chips, which will be used to develop an artificial intelligence supercomputer in Japan. The companies plan to build the system — which they call Japan's most powerful supercomputer — in early 2025.
SoftBank Plans Supercomputer With Nvidia Blackwell Chips
SoftBank Group Corp. will be the first to build a supercomputer with chips using Nvidia Corp.’s new Blackwell design, a demonstration of the Japanese company’s ambitions to catch up on AI.
Nvidia Stock Slips. SoftBank Deal Tells Us This About Its AI Chips.
Nvidia chips will be used in SoftBank's supercomputer. It's a sign of the company's dominance in advanced AI hardware.
After India, Nvidia makes AI push in Japan; to help with SoftBank’s supercomputer plans
Nvidia Chief Executive Officer Jensen Huang had announced the plans to use new Blackwell design earlier this year but the execution slowed following supply chain issues.
SoftBank Teams With Nvidia To Bring Japan’s Largest AI Supercomputer With Blackwell Chip Power
SoftBank Group Corp., in collaboration with Nvidia Corp., is set to unveil Japans largest AI supercomputer powered by advanced Blackwell chips. This landmark project is a bold stride toward positioning Japan as a leader
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Where Will Nvidia Stock Be in 1 Year?
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TweakTown1d
NVIDIA Blackwell AI GPUs up to 2.2x faster than Hopper in MLPerf v4.1 AI training benchmarks
NVIDIA's new Blackwell AI GPUs offer 2.2x the performance than Hopper in new MLPerf v4.1 AI training benchmarks released by ...
Nvidia Set For Gains From AI Cloud Demand, Blackwell Launch, And Data Center Expansion: Analyst
Analyst maintains Outperform rating on Nvidia, raises price target to $175 ahead of strong Q3 results driven by demand for AI ...
This Is the Biggest Threat to Nvidia's Artificial Intelligence (AI) Dominance That Virtually No One Is Talking About
Remember, AI-GPU scarcity has been the leading catalyst that's driven Nvidia's exceptional pricing power. With its top ...
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Corsair drops a heavy hint that NVIDIA RTX 5090 GPU could be seriously power-hungry
Brace yourself for a 600W Blackwell flagship? That's what the rumor mill has been suggesting for some time, and Corsair ...
Nvidia to report Q3 earnings Wednesday as AI fever continues to power Wall Street
Nvidia is expected to report Q3 earnings per share (EPS) of $0.74 on revenue of $33.2 billion, according to analysts’ ...
Seeking Alpha3d
SoftBank will be first to receive Nvidia's Blackwell chips to build supercomputer
SoftBank's (OTCPK:SFTBY) telecom unit will receive the world's first AI system featuring Nvidia's (NASDAQ:NVDA) Blackwell ...