Auras Technology, a key supplier of GPU cooling solutions to NVIDIA, anticipates a massive surge in demand with the upcoming launch of the GeForce RTX 50 ‘Blackwell’ series. The company’s chairman predicts market dominance for NVIDIA, and Auras is well-positioned to benefit from this projected growth, particularly in the desktop and server markets.
SoftBank Group, the Japanese tech giant, is the first company to receive NVIDIA’s groundbreaking Blackwell GPU design, specifically for its AI supercomputer. This strategic partnership, revealed at an AI event in Tokyo, further solidifies the strong relationship between the two companies and highlights their shared vision for advancing artificial intelligence. The event also featured a humorous anecdote where SoftBank CEO Masayoshi Son recounted his offer to lend money to NVIDIA CEO Jensen Huang years ago, when NVIDIA’s potential was not widely recognized.
Leaked images of the NVIDIA Blackwell GB203 GPU die suggest a major leap in performance and efficiency for the upcoming GeForce RTX 5080 and RTX 5090 graphics cards. The die, built on TSMC’s 4nm process, promises significant gains in ray tracing, memory bandwidth, and AI-powered upscaling, making it a potential game-changer for gamers and professionals alike.
Morgan Stanley reports that NVIDIA’s new 2U air-cooled MGX GB200 NVL2 server, designed for AI workloads and boasting powerful Grace CPUs and Blackwell GPUs, is experiencing thermal challenges. The report suggests a potential shift to a 4U form factor to address these issues, raising concerns about the server’s initial design and impact on its deployment timeline.
Nvidia is gearing up for a strong fourth quarter as its next-generation Blackwell GPU platform prepares for launch. Despite some initial production challenges, the company is expected to see significant shipment volume, driven by the platform’s broad configuration flexibility and Nvidia’s leading position in the burgeoning AI landscape. Analysts predict continued strong growth for Nvidia in the coming years, fueled by increasing AI spending and the company’s dominance in key global markets.
Nvidia’s latest earnings report highlighted the sustainability of AI capital expenditures (CapEx) despite delays in the production of the highly anticipated Blackwell GPU. However, analysts remain confident in Nvidia’s AI strategy, with strong demand for Blackwell and continued growth driven by the Hopper GPU platform.
Nvidia has announced a delay in the production of its Blackwell GPUs, pushing back the start of full-scale shipments to the fourth quarter. The delay is attributed to changes in the GPU mask aimed at boosting production yields. Despite this, Nvidia expects substantial revenue from Blackwell in the final months of the year, and the company’s overall revenue outlook remains positive.
NVIDIA is set to unveil its powerful Blackwell GPU architecture at the Hot Chips conference, showcasing its unprecedented AI compute capabilities, massive memory bandwidth, and cutting-edge interconnect technologies. This presentation highlights NVIDIA’s relentless pursuit of pushing the boundaries of GPU design and performance.
