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NVIDIA, GB200 and Microsoft
Microsoft's demand for NVIDIA GB200 AI servers is more than all other cloud companies combined
Microsoft is the 'most aggressive customer' in procuring NVIDIA's new GB200 AI serrvers, with GB200 orders surging 3-4x beating all other CSPs.
Nvidia Stock Investors Should Watch Microsoft's Massive GB200 Demand
Consider when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $880,670!* Stock Advisor provides investors with an
Nvidia Price Levels to Watch as Stock Hits Record High on AI Optimism
Key Takeaways Nvidia shares will likely remain in the spotlight after surging to a new record high Monday amid optimism about the company’s dominance of the AI chip market and insatiable demand for its next-generation Blackwell GPU architecture.
TweakTown
9h
Morgan Stanley says NVIDIA 2U air-cooled MGX GB200 NVL2 still suffers from 'thermal issues'
Morgan Stanley notes that NVIDIA's 2U air-cooled MGX GB200 NVL2 continues to suffer from 'thermal issues' and we could expect ...
4d
Microsoft Chip And Rack Orders Are Through The Roof
People paying attention to this sector of the market are seeing that Microsoft’s demand for GB200 chips and a NVL72 system ...
Datacenter Dynamics
5d
Google offers sneak peak at its Nvidia Blackwell GB200 NVL racks
Google has given a sneak peak of its upcoming Nvidia Blackwell GB200 NVL racks for its artificial intelligence (AI) cloud ...
Zawya
1d
Vertiv codevelops with NVIDIA complete power and cooling blueprint for NVIDIA GB200 NVL72 Platform
End-to-end critical power and cooling reference designs for NVIDIA Blackwell architectures up to 7MW, with OCP infrastructure ...
ExtremeTech on MSN
8d
Nvidia Is Mulling a Socketed Design for Its Next-Gen AI GPUs: Report
The report on Nvidia's alleged plans comes from Chiphell, which states Nvidia will move to a socketed AI GPU in 2025. The ...
13d
Foxconn says it's doing a large factory expansion in Mexico for a key client, Nvidia
Foxconn says it's doing a large factory expansion in Mexico for a key client, Nvidia, to make GB200 superchips.
7d
Western Digital SSDs Certified for NVIDIA GB200 NVL72 for AI Systems
WDC's enterprise-grade SSDs are certified to drive the NVIDIA GB200 NVL72 rack-scale system, meeting the rising demands of AI ...
Digi Times
12d
Microsoft Azure leads in adopting Nvidia's GB200 AI server chips, driving cloud innovation
Microsoft announced on social media that its Azure platform is the first cloud platform to integrate Nvidia's GB200 chip ...
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