Chip race: Microsoft, Meta, Google, and Nvidia battle it out for AI chip supremacy
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Don’t expect affordable Nvidia Blackwell gaming GPUs to arrive anytime soon.
Nvidia just said it won’t begin to ramp production of its new Blackwell GPUs until its fourth fiscal quarter, which begins in November.
Nvidia just reported a record $30 billion quarter, and the vast majority of it ($22B) was data center compute... will it set aside some of its latest and greatest for gamers instead of AI? If so, I wouldn’t bet on prices being low.
Nvidia CFO Commentary (pdf)
[s201.q4cdn.com]
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