NVIDIA's chip roadmap progresses from the B200, part of the Blackwell architecture, to the Rubin architecture, with hints of ...

Nvidia would be able to use the excess GB100 dies that are within the B200 GPU and incorporate them into the GB202 architecture for the RTX 5090. This could potentially end the shortage.

Nvidia's earnings beat reflects the company's continued dominance of both the present and near term future GPU and AI markets.

It remains to be seen if Nvidia will be able to meet the demand for Blackwell compute engines, including its GB200 superchip that marries its “Grace” CG100 Arm server CPU to a pair of its Blackwell ...

GB300 'Blackwell Ultra' with 288GB HBM3E, increased 1.4kW power to be detailed, Rubin AI GPU details and CPO tech unveiling.

A step-by-step analysis and projection of the xAI’s Colossus supercomputer project. Memphis development and xAI have talked ...

While supply chain issues continue to impact GB200 shipments, HSBC expects Nvidia to offset this with stronger B200 GPU sales in the first half of fiscal 2026, supporting Blackwell revenue momentum.

Still, he expects robust demand for the B200 GPU would help to offset these interruptions. Beyond NVIDIA's profits, market attention is likely to turn to income produced by Blackwell architecture ...

There’s a good chance that the initial stock of these two GPU models will be higher than their more powerful counterparts. Largely because of the excess B200. Still, there’s also a chance that ...

If the reports are accurate, Nvidia would be able to use the excess GB100 dies that are within the B200 GPU and incorporate them into the GB202 architecture for the RTX 5090. This could potentially ...