NVIDIA supply chain partners resolve AI server rack issues, sales expected to rise: ready to ramp up production of its next-gen GB300 AI servers.

Wall Street is optimistic after the chip maker disclosed a strong ramp-up of its Blackwell AI platform and increasing demand from hyperscalers.

Nvidia's Blackwell AI servers are back in production after key technical issues were resolved by suppliers, helping the company stay on track with its record $43 billion revenue target amid soaring AI demand.

A new report says production of Nvidia's GB200 is ramping up now that suppliers have tackled a series of issues with the manufacturing process.

Nvidia's record earnings and global AI deals in Saudi Arabia & Taiwan are setting the stage for long-term AI leadership.

NVIDIA CEO Jensen Huang said that the chip company will continue its longstanding China-based operations, but more chip plants are set to be in the U.S.

Software supply chain company JFrog Ltd. today announced a new strategic partnership with Nvidia Corp. to power what the company calls the next era of enterprise artificial intelligence.

The "biggest issue" for Nvidia's stock wasn't China, but rather the "disconnect between Blackwell sales and GB200 shipments," according to Jefferies analyst Blayne Curtis. Before, that suggested supply-chain issues were still afoot,

Nvidia Corp. Chief Executive Officer Jensen Huang outlined plans to let customers deploy rivals’ chips in data centers built around its technology, a move that acknowledges the growth of in-house semiconductor development by major clients from Microsoft Corp.

Using Nvidia’s Blackwell GPUs and AI infrastructure from a Foxconn subsidiary, the supercomputer is set to assist Taiwanese researchers and enterprises, including TSMC.

Nvidia Corporation’s CEO, Jensen Huang, gave a warning about the growing prowess of Chinese AI competitors. Speaking at a recent event, Huang highlighted that Chinese companies are rapidly filling the void left by US firms in the Chinese market due to stringent export restrictions.