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Morgan Stanley’s latest report states that Nvidia’s latest AI chip, Blackwell, has started mass production and may generate $10 billion in revenue in the fourth quarter of this year. The report points out that Nvidia is still addressing some technical challenges with the GB200 server. However, Wall Street investment banks still consider these issues as … Continued
Yu Tian
Intel’s overall situation has been decided. Its CEO Pat Gelsinger announced in a statement that the company has adjusted its chip foundry business layout and won an important customer in order to turn losses into profits. Specifically, Intel will spin off its chip foundry division into an independent subsidiary and add an operations board. According … Continued