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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 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 ...
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 ...
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 ...
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 ...
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 ...
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 ...