Latest news with #NVIDIA
Time of India
10 hours ago
- Business
- Time of India
Nvidia just dropped a game-changer — CEO Jensen Huang calls it a miracle for AI supercomputing
Nvidia CEO Jensen and co-founder Huang recently unveiled a 'miracle' in AI and technology, the GB200 Grace Blackwell superchip at the GTC Paris Keynote during VivaTech 2025, as reported by Barchart. Nvidia's Technological Milestone He emphasized that it was a milestone achievement for his company and even for the broader tech industry, saying, 'Grace Blackwell systems. It is really a miracle. It's a miracle from a technology perspective,' as quoted in the report. Mass Production on a New Level Huang highlighted that, 'The supply chain that came together to build these GB200 systems, two tons each, we're producing them now, 1000 systems a week,' as quoted in the report. He even said that, 'No one has ever mass-produced supercomputers at this scale before,' and also pointed out at the logistical and engineering feats involved, as reported by Barchart. ALSO READ: Elon Musk flip-flops? Slams Trump's Big Beautiful Bill, then praises him as a peacemaker — what's going on? Meeting a Global AI Demand Nvidia's latest supercomputer technology comes at a time when demand for AI infrastructure is constantly increasing, driven by advancements in machine learning, autonomous systems, and data analytics, according to the report. The CEO even emphasized that, 'We've really taken AI supercomputing to a whole new level,' and also highlighted on how NVIDIA's innovation is not just a technical marvel but also a response to global demand for more powerful computing solutions, as reported by Barchart. Live Events ALSO READ: Shocking tariff list: Trump to hit these countries with 70% duties — even longtime US allies aren't spared Inside the GB200 Grace Blackwell Superchip According to the report, the AI chipmaker's GB200 Grace Blackwell superchip combines two Blackwell B200 GPUs and a Grace CPU, which is interconnected through NVLINK to create a unified memory domain with up to 896GB of accessible memory. This latest architecture lets the system to scale up to 512 GPUs within a single NVLINK domain, which enables massive parallel processing and high throughput for demanding AI workloads, as reported by Barchart. The GB200 is designed for both training and inference of large language models, as it delivers up to 30 times the inference performance of previous generations, along with major gains in power efficiency due to liquid-cooled racks and optimized data processing capabilities, according to the Barchart report. The GB200's ability to process massive amounts of data at lightning speed makes it appropriate for applications ranging from scientific research to enterprise-scale AI, and its mass production at a rate of 1,000 systems per week is reportedly an unprecedented achievement in the supercomputing industry, accoridng to the report. ALSO READ: Good news for some: Child tax credit gets a boost, but millions left behind in Trump's Big Beautiful Bill Nvidia's Market Cap The latest development comes as the chipmaker has become the world's most valuable semiconductor company, hitting a market capitalisation of more than $3 trillion and even surpassing tech giants like Microsoft and Amazon, as reported by Barchart. ALSO READ: 10 key takeaways from Donald Trump's Big Beautiful Bill summarised simply FAQs What did Jensen Huang unveil? Jensen Huang introduced the GB200 Grace Blackwell superchip and called it a technological 'miracle,' as per the report by Barchart. What is GB200 Grace Blackwell? It's Nvidia's latest AI supercomputing chip, a powerful combo of GPUs and CPUs made for massive AI tasks, as per the report by Barchart.
Yahoo
11 hours ago
- Automotive
- Yahoo
Navitas' GaN Power ICs Gaining Traction: What's Fueling It?
Navitas Semiconductor NVTS is a key player in the next generation of power semiconductors, driving innovation in GaN (gallium nitride) technologies. Its GaN business — branded as GaNFast, GaNSafe and GaNSense — is now a major growth engine. Investors are increasingly eyeing the GaN semiconductor device market, which is expected to grow at a compound annual rate of 6.1% from 2023 to 2028 (according to MarketsandMarkets). Leading tech firms like NVIDIA Corporation NVDA and Tesla TSLA are actively investing in GaN to power their fast chargers, servers and electric vehicle (EV) platforms. This validates GaN's potential and encourages adoption. With strong year-over-year growth, a widening footprint across mobile, EV, energy sectors and strategic global partnerships, Navitas is well-positioned to benefit from the accelerating demand for GaN semiconductor devices. The company's GaN business revenues grew over 50% year over year in 2024 amid broader semiconductor sector softness. The business is gaining strong momentum across multiple high-growth markets. In the Mobile & Consumer segment, it has achieved over 180 GaN charger design wins in 2024 and currently supplies all top 10 global smartphone manufacturers. Strategic partnerships with Transsion in Africa (potential) and Jio in India highlight Navitas' expansion into emerging markets. The company is ramping up new 80 - 120V GaN devices in 2025 to target the 48V DC-DC converter market. Within the Electric Vehicle sector, in 2024, Navitas secured its first design win with Changan Auto's onboard charger, boasting 6kW/L power density and 96% efficiency. In Solar & Energy Storage, it launched its bidirectional GaN ICs - GaN BDS, in early 2025, whose first use case will be in solar microinverters (expected to ramp up in late 2025). Power Integrations' POWI GaN business is gaining strong momentum, which contributed 15% year-over-year total revenue growth in first-quarter 2025. The company's GaN portfolio includes InnoSwitch3, InnoMux-2 ICs, HiperPFS and Scale-2 Gate Drivers. Power Integrations is the only GaN supplier offering devices rated at 900V, 1250V and 1700V, giving it an advantage in grid-tolerant and high-voltage applications. In the automotive sector, the company achieved a significant milestone with its first-ever 900V GaN design win for a drivetrain emergency power supply at a major United States EV OEM. Power Integrations already has more than two dozen automotive designs in production, primarily in China, with broader traction expected in Japan and Europe. STMicroelectronics STM is actively expanding its GaN technology as part of its broader power and discrete semiconductor portfolio. In first-quarter 2025, STMicroelectronics signed a development and manufacturing agreement with Innoscience to accelerate GaN development. This includes joint R&D and reciprocal use of front-end manufacturing capacity. The collaboration is designed to fast-track STMicroelectronics' GaN power roadmap. Its GaN product line is still in the early commercialization and co-development phase. Year to date, shares of Navitas have surged 79.3%, outperforming the industry's and S&P 500 composite's growth of 13.4% and 5.4%, respectively. Image Source: Zacks Investment Research NVTS stock trades at a forward 12-month price-to-sales (P/S) of 15.0X, significantly higher than the industry average of 7.5X. Image Source: Zacks Investment Research The Zacks Consensus Estimate for NVTS' loss per share has moved south over the past 60 days. Image Source: Zacks Investment Research NVTS stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report STMicroelectronics N.V. (STM) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Power Integrations, Inc. (POWI) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report Navitas Semiconductor Corporation (NVTS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
11 hours ago
- Business
- Yahoo
NVIDIA (NasdaqGS:NVDA) Makes Strides In AI Cloud With New Hardware Deployments
NVIDIA has experienced a 69% rise in its share price over the last quarter, driven in part by substantial advancements in AI technology deployments. CoreWeave's deployment of NVIDIA's GB300 NVL72 systems boosts AI capabilities, while IREN Limited's acquisition of Blackwell GPUs underscores demand for NVIDIA's advanced technologies. The company's strong financial performance, as shown by impressive earnings growth, and strategic partnerships enhance its market position. Although NVIDIA's share price significantly outperformed the overall 2.1% market rise, these developments reinforced its robust performance amid a growing AI landscape. NVIDIA has 1 possible red flag we think you should know about. Find companies with promising cash flow potential yet trading below their fair value. The recent advancements in AI deployments, including NVIDIA's collaborations with CoreWeave and IREN Limited, directly bolster the company's narrative of growth through strategic partnerships and technological innovation. These partnerships are likely to enhance NVIDIA's capabilities in AI model scaling, potentially increasing revenue from data centers and AI workloads. The expected expansion into sectors like autonomous vehicles also promises new revenue streams, particularly with partnerships involving companies such as Toyota and Uber. These developments may positively influence analysts' revenue and earnings forecasts, supporting the narrative of sustained growth despite existing challenges in regulatory and export control areas. Over a five-year period, NVIDIA's total shareholder return has been very large at 1425.54%, illustrating robust long-term growth when compared to the broader market. For context, in the past year alone, NVIDIA's returns also exceeded the US Semiconductor industry, which saw a return of 17%. This substantial performance aligns with the accelerated earnings and revenue growth that analysts expect in the coming years. In terms of short-term share price movement, NVIDIA experienced a 69% rise in the last quarter, substantially outperforming the overall market rise of 2.1%. Despite this rapid increase, the current share price of US$113.54 remains below the consensus analyst price target of US$163.12, representing a 30.4% potential upside. This potential suggests that analysts see further room for growth, assuming that anticipated revenue and earnings targets are met, and operational efficiencies with new product architectures are successfully implemented. Our valuation report here indicates NVIDIA may be overvalued. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:NVDA. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Channel Post MEA
15 hours ago
- Business
- Channel Post MEA
Ooredoo Launches Sovereign AI Cloud In Qatar
Ooredoo has announced the launch of advanced sovereign AI cloud services, built on the latest NVIDIA Hopper GPUs and hosted in its local data centres. This strategic deployment brings world-class accelerated computing capabilities to Qatar, significantly advancing the nation's digital transformation agenda. By enabling advanced artificial intelligence applications without relying on international providers, and by delivering high-performance computing infrastructure locally, Ooredoo is accelerating AI adoption across key sectors, including energy, finance, logistics, healthcare, and smart city development. For customers, this means faster access to computing power, the ability to handle massive datasets securely, and the convenience of deploying AI solutions under national data policies, all with the low latency and reliability of in-country infrastructure. Sheikh Ali Bin Jabor Al-Thani, Chief Executive Officer, Ooredoo Qatar, said: 'We are proud to bring this world-class AI infrastructure to Qatar, equipping our customers with the tools they need to turn ambition into real-world solutions. Our collaboration with NVIDIA paves the way for a new generation of innovation, empowering everyone from startups to government entities to benefit from the full potential of artificial intelligence, securely and efficiently. This, in turn, will fuel economic growth, upgrade citizen experiences, and cement Qatar's position as a digital leader in the region.' As an NVIDIA Cloud Partner (NCP), Ooredoo offers customers access to cutting-edge GPU technology and to NVIDIA's full software suite for AI development. This includes the NVIDIA AI Enterprise platform, which simplifies and speeds up the process of building, testing, and scaling AI models from idea to production. Whether a team is developing AI-powered chatbots, optimising supply chains, or analysing financial patterns in real time, they will be able to do so with global-grade tools, deployed securely in Ooredoo's data centres, hosted and operated by Syntys through mission-critical infrastructure facilities designed to meet the demands of high-performance computing workloads. This launch directly supports the ambitions of the Qatar Digital Agenda 2030 and the Qatar National AI Strategy, which call for robust digital infrastructure, local hosting of critical technology, and the responsible development of AI to benefit society and the economy. Through this deployment, Ooredoo continues to strengthen its role as a key digital enabler, delivering next-generation infrastructure that supports both the future of business and the future of the country.
Yahoo
17 hours ago
- Business
- Yahoo
‘It's a Miracle': Nvidia CEO Says Their New Technology Takes ‘AI Supercomputing to a Whole New Level'
Jensen Huang, co-founder and CEO of NVIDIA (NVDA), has long been recognized as a visionary in the field of technology and artificial intelligence (AI). At the GTC Paris Keynote during VivaTech 2025, Huang described a milestone achievement for his company and the broader tech industry, namely: 'Grace Blackwell systems. It is really a miracle. It's a miracle from a technology perspective.' Huang's comment encapsulates the scale and complexity of NVIDIA's latest innovation — the GB200 supercomputing systems. Huang described the technological marvels, and just how incredible it is that they even made it to market, plus the scale at which they're being produced in a statement. 'The supply chain that came together to build these GB200 systems, two tons each, we're producing them now, 1000 systems a week,' Huang said. 'No one has ever mass-produced supercomputers at this scale before,' he added, emphasizing the logistical and engineering feats involved. Michael Saylor Says 'You'll Wish You'd Bought More' Bitcoin as MicroStrategy Doubles Down Wolfspeed Is Surging After Filing for Bankruptcy. Is It Too Late to Touch WOLF Stock Here? Is Microsoft Stock About to Go Nuclear? Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! This achievement is not an isolated event, but the culmination of decades of innovation and risk-taking under Huang's leadership. Born in Taiwan and raised in the United States, Huang's journey began with a degree in electrical engineering from Oregon State University, followed by a master's from Stanford. In 1993, he co-founded NVIDIA, a company that initially faced daunting odds and near-bankruptcy but ultimately pioneered the development of the graphics processing unit (GPU). This invention revolutionized computer graphics, powered the growth of PC gaming, and later became the backbone of modern artificial intelligence computing. Huang's authority in the industry is reinforced by a series of accolades, including being named one of TIME magazine's 100 most influential people and earning top CEO honors from Fortune and Harvard Business Review. Under his guidance, NVIDIA has become the world's most valuable semiconductor company, reaching a market capitalization of over $3 trillion and surpassing tech giants like Microsoft (MSFT) and Amazon (AMZN). The mass production of supercomputers at this scale is particularly significant in the context of current market trends. The demand for AI infrastructure is surging, driven by advancements in machine learning, autonomous systems, and data analytics. By stating, 'We've really taken AI supercomputing to a whole new level,' Huang highlights how NVIDIA's innovation is not just a technical marvel but also a response to global demand for more powerful computing solutions. The NVIDIA GB200 Grace Blackwell superchip represents a significant leap forward in AI and high-performance computing. Each GB200 combines two Blackwell B200 GPUs and a Grace CPU, interconnected via NVLINK to create a unified memory domain with up to 896GB of accessible memory. This architecture allows the system to scale up to 512 GPUs within a single NVLINK domain, enabling massive parallel processing and high throughput for demanding AI workloads. Designed for both training and inference of large language models, the GB200 delivers up to 30 times the inference performance of previous generations, with substantial gains in power efficiency thanks to liquid-cooled racks and optimized data processing capabilities. The GB200's ability to process vast amounts of data at lightning speed makes it ideal for applications ranging from scientific research to enterprise-scale AI, and its mass production at a rate of 1,000 systems per week marks an unprecedented achievement in the supercomputing industry. This progress comes at a time when the tech industry faces persistent challenges in supply chain management and scaling advanced hardware. Huang's remarks on the 'miracle' of both technology and supply chain collaboration underscore the rare convergence of engineering, logistics, and market readiness required to achieve such mass production. As AI continues to transform industries from healthcare to finance, NVIDIA's advancements under Huang's leadership are setting new standards for what is possible in supercomputing. His perspective carries particular weight, given his track record of turning improbable ideas into industry-defining realities. On the date of publication, Caleb Naysmith did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
