Pins matching tag:Nvidia

At GTC Washington, Huang said Nvidia had shipped 6 million Blackwell GPUs over the previous four quarters, the baseline the later chip-sales projections build on.

Nvidia projected 20 million units of Blackwell and Rubin generation GPUs, against 4 million of the prior Hopper generation, alongside about $500 billion in combined sales.

At GTC 2026, Huang said he expects purchase orders for Blackwell and Vera Rubin to reach $1 trillion through 2027, up from the $500 billion outlook given the previous year.

At GTC Taipei, NVIDIA announced the first open humanoid reference design: a Unitree H2 Plus chassis with Sharpa Wave five-finger tactile hands for the body, and Jetson Thor compute plus the open Isaac GR00T stack for the brain, aimed at academic robotics labs.

TSMC reported second-quarter revenue of US$40.20 billion, up 33.7% from a year earlier, a 67.7% gross margin and record net income of NT$706.56 billion, guided Q3 revenue to US$44.6-45.8 billion and raised its 2026 capital budget to US$60-64 billion.

Nvidia said its Vera Rubin NVL72 rack systems are now shipping to cloud providers and system makers, with 288 GB of HBM4 per GPU and about five times Blackwell's inference performance.

NVIDIA guarantees leases on about 4.25 GW of AI factory capacity at SB Energy's PORTS-Pike campus on the old Portsmouth uranium-enrichment plant in Pike County, Ohio, with OpenAI as tenant and NVIDIA's exposure capped at $105 billion.

On its August earnings call Nvidia gave its first-ever year-ahead forecast: about 70% revenue growth in the fiscal year ending January 2028, roughly $673 billion, limited by supply rather than demand.

NVIDIA's revenue more than doubled from a year earlier to a record $96.2 billion for the quarter ended 26 July 2026, with Data Center at $89.0 billion, and it guided the third quarter to $108 billion.

NVIDIA is buying Hugging Face, the open-model hub used by more than 18 million developers, for $12,930,300,000, and says the platform will stay open to other chips, clouds and model makers.

NVIDIA and Palantir pair custom Nemotron open models with Palantir's Ontology, Foundry and AIP to run NVIDIA's own supply chain, securing the 1.3 million parts in each Vera Rubin rack, and offer the stack to other industries.

An open-source orchestration layer added to NVIDIA's CUDA-Q lets researchers model error-correction codes, algorithms and qubit hardware together; Fermilab cut fault-tolerant design work from five months to three weeks with it.

A coalition for AI data centers that throttle their grid draw when the power system is stressed, in exchange for faster and larger grid connections; its backers say flexibility could unlock 100 GW on the existing US grid.

In its first peer-reviewed benchmark, NVIDIA's Vera Rubin NVL72 rack posted up to 3.7x the throughput of GB300 NVL72 on Qwen3-VL and 2.5x on DeepSeek-R1, submitted in the preview category of MLCommons' MLPerf Inference v6.1 round.

Jensen Huang told reporters at a summit with King Charles III in Scotland that he expects Nvidia to sell twice as many chips next year as this year, citing AI demand in almost every country. Nvidia does not disclose total chip counts.

A qualification program for partner products that meet NVIDIA's DSX AI factory reference design, launching with battery storage from Hitachi Energy, LG Energy Solution and Tesla and coolant distribution units from LG Electronics, LiquidStack and Vertiv.

NVIDIA's GPU-accelerated ROS packages add AI agent skills, agent-ready documentation and ROS 2 Lyrical support, released at ROSCon in Toronto for a community of nearly 1.3 million ROS users.

NVIDIA's European GTC comes to Berlin on 20-22 October 2026, opening with Jensen Huang's keynote at the Tempodrom on 21 October and two days of sessions, labs and exhibits at STATION-Berlin.

NVIDIA reports its third quarter of fiscal 2027 against its own guide of $108 billion in revenue, the quarter in which Vera Rubin is expected to reach about a fifth of Data Center sales.

NVIDIA's GTC returns to Washington from 30 November to 3 December 2026, centred on the Ronald Reagan Building, with Jensen Huang's keynote on 1 December at 2 p.m. ET.

Huang expects Nvidia to sell twice as many chips in 2027 as in 2026, the unit-growth projection behind the roughly 70% fiscal 2028 revenue guide.

NVIDIA's flagship AI conference returns to San Jose on 15-18 March 2027, with posters, sessions and training across agentic AI, AI infrastructure and physical AI.

NVIDIA expects to complete its roughly $11.9 billion purchase of Hugging Face in the first half of 2027, once regulators approve the deal.