#Blackwell
6 articles with this tag
Jensen Huang's Blackwell Blueprint and Nvidia's AI Factory Strategy
Nvidia's GB200 NVL72 treats 72 GPUs as a single processor and delivers 30x faster LLM inference than the H100, while Jensen Huang argues the software stack running on top is now the harder-to-replicate asset.
Jensen Huang vs Lisa Su: Inside the AI Chip Gap Defining 2026
Nvidia's data center segment generated $75.2 billion in Q1 2026, while AMD posted $5.8 billion from the same category. The gap tells the story of AI infrastructure in 2026.
Jensen Huang's 2026 Keynotes: $1 Trillion Orders and the AI Factory Era
Nvidia posted $81.6 billion in Q1 FY2027 revenue as Jensen Huang used back-to-back keynotes at GTC San Jose and Computex Taipei to detail a $1 trillion order backlog and declare the start of the AI factory era.
Jensen Huang's Nvidia: where the $68B Q4 actually comes from
Nvidia booked $68.1B in Q4 FY2026, with $62.3B from data center alone. Here's the line-by-line of where Jensen Huang's empire pulls revenue today: hyperscaler buildouts, sovereign-AI deals, and the 19,000-startup Inception loop.
Snowflake, AWS, NVIDIA Forge Enterprise AI
Snowflake, AWS, and NVIDIA unite to streamline enterprise AI development and deployment, leveraging NVIDIA's Blackwell platform.
