Nvidia will make 5 million B200/B300 which are the leading edge AI GPU chips. They could make about 10 million advanced next generation chips each year in about 2028. Tesla Dojo 1 chips have small ...

Elon Musk told Nvidia to send thousands of GPUs to X and xAI, which were originally reserved for Tesla. In internal Nvidia emails seen by CNBC, staff also said that Musk's first-quarter earnings call ...

GPU sales to automotive companies helped buoy Nvidia's record quarter, becoming its largest enterprise vertical. The company this week reported total data center sales of $22.6 billion, up 427 percent ...

One of the two stocks looks like a far better way to play the AI boom.

TL;DR: NVIDIA is set to reveal its GB300 AI server platform at GTC 2025, featuring the new B300 AI GPUs with up to 1400W power and 1.5x FP4 performance over the B200. The GB300 will have 288GB HBM3E ...