KEY TAKEAWAYSNvidia shares fell as reports, citing The Information, said that its next-generation artificial intelligence (AI) Blackwell chips have faced problems with accompanying servers that overheat.According to a Reuters report digesting The Information's coverage, Nvidia’s Blackwell graphics processing units overheat when connected in server racks designed to hold up to 72 chips. A spokesperson for the AI chipmaker, which will release its highly anticipated earnings report on Wednesday, says the compa ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

Nvidia's Blackwell servers are reportedly facing some heat problems.In today's video, I discuss recent updates affecting Nvidia (NVDA -3.26%). To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of Nov. 15, 2024. The video was published on Nov. 17, 2024. ...

Nvidia will announce earnings on Thursday after the close. Photo: Andrej Sokolow/dpa (Photo by ... [+] Andrej Sokolow/picture alliance via Getty Images)dpa/picture alliance via Getty ImagesKey Takeaways Stocks Slide Amid Rising Interest Rate Concerns And Market Profit-Taking Last Week Nvidia's Earnings Could Shape Market Sentiment Amid Chip Sector Weakness Fed Comments, Holiday Retail Earnings Dominate This Week's Market OutlookStocks struggled last week and gave back a chunk of their post-election gains. T ...

Altair simulations run twice as fast on NVIDIA Hopper series as its predecessorTROY, Mich., Nov. 18, 2024 /PRNewswire/ -- Altair (Nasdaq: ALTR), a global leader in computational intelligence, announced that several products from the Altair® HyperWorks® design and simulation platform now support NVIDIA Grace CPU and Grace Hopper Superchip architectures. This highlights the years of Altair's deep collaboration with NVIDIA and gives customers more flexibility to run Altair tools on NVIDIA and Arm architectures ...

Advertisement Nvidia has asked suppliers to change server racks for Blackwell due to overheating, per The Information.It sparks concerns that Nvidia may delay deliveries, which are expected to start next month.Blackwell chips are key for AI development, promising improved speed over Nvidia predecessors. Nvidia has asked its suppliers to rethink the design of server racks that hold its new Blackwell chips in recent months because of an overheating issue, The Information reported.According to the report, the ...

Chipmaking powerhouse Nvidia (NASDAQ: NVDA) has been the most discussed stock in the market for over a year thanks to its technological leadership and, in many ways, peerless performance.Legendary analyst Tom DeMark, known for advising numerous famous investors and creating TD Sequential, a popular reversal-detecting technical analyst tool, recently weighed in on NVDA shares’ future.As part of a broader analysis, DeMark identified Nvidia’s upcoming earnings – scheduled for November 20 – as a pivotal moment ...

核心观点 - 英伟达（NASDAQ: NVDA）本周将发布2024年第三季度财报华尔街关注但下一代Blackwell芯片过热问题可能盖过财报事件芯片过热引发客户对新数据中心推出时间不足担忧 [1] - Blackwell芯片需求增加被视为潜在摇钱树华尔街分析师曾仅基于其在人工智能（AI）热潮中的预期作用提高英伟达股价目标 [2] - 该新闻出现后英伟达股价表现疲软11月18日盘前交易下跌超2%跌破140美元至138.70美元11月15日当日收盘下跌3.26% [3] - 若2025年初解决Blackwell过热问题公司可能保持AI领域主导地位股价可能涨至200 - 250美元若解决延迟可能影响投资者情绪但其他领域稳定增长股价可能在150 - 200美元若不能及时解决问题且Blackwell芯片失去预期市场影响股价可能面临巨大压力跌至100 - 140美元 [4][5] - 股价因Blackwell报告表现疲软投资者期待11月20日财报电话会议中的指引若指引积极股价可能延续2024年涨势今年迄今已飙升194% [6] - 分析师预计截至2024年9月的季度公司将有强劲增长预计每股收益0.75美元营收330.9亿美元同比增长超80% [7] - 分析师对财报后的英伟达目标不一多数认为200美元目标仍在范围内 [9] 英伟达股价现状 - 受Blackwell芯片过热新闻影响英伟达股价疲软11月18日盘前交易下跌超2%至138.70美元11月15日当日收盘下跌3.26% [3] - 股价对当前状况的反应仍有待观察华尔街分析师对财报后的英伟达目标不一多数认为200美元目标仍在范围内 [9] Blackwell芯片对英伟达股价影响 - Blackwell芯片过热引发客户担忧但该芯片需求增加被视为潜在摇钱树华尔街分析师曾仅基于其在人工智能（AI）热潮中的预期作用提高英伟达股价目标 [2] - 若2025年初解决Blackwell过热问题公司可能保持AI领域主导地位股价可能涨至200 - 250美元若解决延迟可能影响投资者情绪但其他领域稳定增长股价可能在150 - 200美元若不能及时解决问题且Blackwell芯片失去预期市场影响股价可能面临巨大压力跌至100 - 140美元 [4][5] 英伟达财报预期 - 分析师预计截至2024年9月的季度公司将有强劲增长预计每股收益0.75美元营收330.9亿美元同比增长超80% [7] - 分析师预计本季度营收指引将在20亿美元范围内超出预期杰夫瑞集团分析师Blayne Curtis称 [8] - 股价因Blackwell报告表现疲软投资者期待11月20日财报电话会议中的指引若指引积极股价可能延续2024年涨势今年迄今已飙升194% [6]

The S&P 500 is rallying toward a 25% increase this year, and many growth stocks have greatly contributed to the gain. The one that stands out, though, is Nvidia (NVDA -3.26%). It's become a stock market star thanks to its leadership in the artificial intelligence (AI) chip market, holding about 80% share. AI customers have been flocking to Nvidia for its AI chips and related products and services, and this has helped earnings soar in the triple digits quarter after quarter.And speaking of quarterly performa ...

关于英伟达财报相关情况 - 英伟达将于11月20日报告2025财年第三季度财报[1][2] - 自2022年末ChatGPT推出以来英伟达股价飙升约950%是标普500指数中表现最好的股票[1] 英伟达股价可能在财报发布后上涨的原因 与Blackwell GPU相关 - 英伟达构建的GPU是计算行业最令人垂涎的已成为加速人工智能工作负载的黄金标准其在AI加速器中拥有超80%的市场份额[3] - 公司上季度告知投资者Blackwell GPU的生产将在2025年第四财季开始管理层可能在第三季度财报电话会议上提供更新且CEO称其将是公司历史上最成功的产品发布[3] - 英伟达高管称Blackwell GPU已经预订满12个月需求强劲公司可能给出积极指引推动股价上涨[4] 华尔街分析师上调盈利预期 - 英伟达给出第三季度营收将增长80%至325亿美元（上下浮动2%）非GAAP每股收益将增长80%至0.72美元（上下浮动2%）的指引[5] - 自英伟达给出初始指引后华尔街分析师稳步上调第三季度盈利预期目前预期每股收益增长85%至0.74美元分析师也上调目标价[6] - 分析师在英伟达第三季度报告前变得更加乐观这是一个好迹象可能推动股价上涨[7] 英伟达客户预计未来几个季度资本支出增加 - 英伟达的客户包括Alphabet、Amazon、Meta Platforms和Microsoft等这些公司2024年积极投资AI基础设施且预计明年资本支出增加[8] - Alphabet第三季度资本支出总计130亿美元预计第四季度支出类似水平且2025年将增加[9] - Amazon预计2024年资本支出总计约750亿美元2025年可能花费更多且大部分资金用于云计算业务提到生成式AI是推动力[9] - Meta Platforms 2024年资本支出总计约400亿美元预计明年基础设施费用增长显著加速[9] - Microsoft 2025财年第一季度（截至2024年10月）资本支出总计200亿美元预计资本支出将环比增加[9] - 资本支出的增加进一步支持了英伟达在宣布第三季度业绩时将给出积极指引从而推动股价上涨的观点[9] 英伟达的竞争优势 - 英伟达在垂直整合方面具有关键竞争优势能构建总体拥有成本更优的系统应能在未来几个季度和几年保持领先于竞争对手[10]