NVIDIA – Despite China Turbulence, the AI Giant Remains on a Successful Path. The Blackwell Chip Generation Has the Potential of a Game Changer!
The revolutionary NVL72 rack servers with 72 GPUs catapult NVIDIA into a new league of AI computing power!
China issues are just a temporary sideshow – the real NVIDIA story unfolds with Blackwell chips in the multi-billion AI market!
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I still see NVIDIA as a clear winner of the AI boom, even though the China issue poses short-term challenges. The company once again delivered impressive figures – revenue increased by 56% to $46.7 billion, and the outlook of $54 billion exceeded analysts' estimates. What I find particularly exciting are the new GB200 NVL72 rack servers with 72 GPUs per rack – a quantum leap in computing power that costs several million dollars per unit (between $2 million and $4 million). Such a rack server contains 72 high-performance GPUs plus the necessary...
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