Nvidia, Super Micro and Blackwell chips

Nvidia Jumps on Super Micro Saying Blackwell-Based System Ready
Shares of Nvidia Corp. gained on Wednesday after a key partner, Super Micro Computer Inc., said its new AI data center systems powered by Nvidia’s advanced Blackwell chips are now ready to ship.
Super Micro says Nvidia’s Blackwell is on the way
Nvidia shares rebound Shares in Nvidia picked up after a key partner, Super Micro Computer, said its new AI data centre systems powered by Nvidia’s advanced Blackwell chips are ready to ship. Super Micro’s product—essentially comprised of the core infrastructure an AI data centre developer would
Supermicro Launches Rack-Scale Systems with NVIDIA Blackwell
Supermicro, Inc. (NASDAQ: SMCI) announced full availability of its AI data center Building Block Solutions  accelerated by the NVIDIA Blackwell platform. The Supermicro Building Block portfolio provides the core infrastructure elements necessary to scale Blackwell solutions.
Super Micro Stock Gains. What Nvidia Has to Do With It.
Shares of Super Micro Computer were charging higher after the server maker announced full production availability of its end-to-end artificial-intelligence data center powered by Nvidia Blackwell platform.
Nvidia (NVDA) and Super Micro Computer Stocks Surge on News of AI Data Center Systems
The stocks of both Nvidia (NVDA) and Super Micro Computer (SMCI) are surging on reports that a new artificial intelligence (AI) data center
Nvidia Investors Got Amazing News From Super Micro Computer
Super Micro Computer has Nvidia's B200 server in full production.

Nvidia, DeepSeek and Morgan Stanley

Money Morning9h
Should You Buy the Dip on Nvidia Stock This February?
In Q3 FY2025, it reported $35.1 billion in revenue. up 94% year-over-year, with data center revenue up 112% to $30.8 billion. Non-GAAP EPS reached $0.81 and grew 103% year-over-year. These results ...
Nvidia cuts RTX 4060 supply ahead of rumored RTX 5060 launch in March
According to a report on the Board Channels forums, which features PC-related stories from sources close to supply chains and AIC partners in Asia, Nvidia has ...
Hosted on MSN1d
Supermicro Ramps Full Production of NVIDIA Blackwell Rack-Scale Solutions with NVIDIA HGX B200
Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing full ...
EconoTimes1d
NVIDIA Stock Surges on Google’s $75B Capex Boost, Blackwell Chip Ramp-Up
NVIDIA (NASDAQ: NVDA) stock surged 5.35% to $124.83 on Wednesday, fueled by strong capital expenditure commitments from major ...
Digi Times18h
Supermicro ramps up Blackwell-based AI server production amid financial scrutiny
Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected to commence soon.
3 Reasons Why I'm Still Loading Up on Nvidia Shares
The biggest fallacy from investors assuming that Nvidia is toast due to more efficient AI models becoming available is the premise that U.S. AI hyperscalers are concerned with efficiency. The reason ...
An Nvidia GeForce RTX 5090 with 96GB of GDDR7 memory? No, this is almost certainly the RTX 6000 Blackwell
Based on the RTX5090, it is expected to have a whopping 96GB, twice that of it predecessor ...
I'm genuinely stunned by the overclocking performance of the RTX 5080, and curious as to why Nvidia left so much headroom
Maybe I won the silicon lottery, but the GB203 sure looks like there was a lot of performance left on the table.