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  1. 1 天前 · Lee sees the server-rack pricing potentially helping revenue for Nvidia's next fiscal year, which ends in January 2026, rise to $196 billion. That's a 38% premium to current Wall Street estimates.

  2. 2 天前 · What To Know: In a new note to clients, HSBC analyst Frank Lee emphasized that Nvidia has robust pricing power in its NVL36/NVL72 server rack system and GB200 platform. The analyst maintained an ...

  3. 1 天前 · Servers based on Nvidia's designs are going to be much more expensive. The Nvidia GB200 NVL36 with 36 GB200 Superchips (18 Grace CPUs and 36 enhanced B200 GPUs ...

  4. 2024年2月11日 · The WSJ report published a photo of a room containing eight black server racks "inside what Israeli military officials say is a Hamas intelligence hub." Hamas, the Palestinian militant group that ...

  5. 2024年3月25日 · Citing estimates from 650 Group, the AI server market is expected to balloon from $41 billion in 2023 to $283 billion by 2028, JPMorgan’s team highlighted, adding that optimism around Super ...

  6. 2024年3月25日 · It also includes rack-mounted servers, open computing servers, and multi-node servers. For example, their latest GPU server has 16 NVIDIA GPUs, which can collectively output 20 petaflops (20,000 ...

  7. 22 小時前 · Furthermore, the analyst noted GB200 (GPU+CPU solution) becoming the mainstream Blackwell configuration due to its meaningfully lower TCO, driven by the MGX server rack standard adoption, with ...

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