Sunday, June 2, 2024

Nvidia plans to upgrade its AI accelerators annually, and announces a Blackwell Ultra chip for 2025 and a next-gen Rubin AI platform for 2026 that will use HBM4 (Bloomberg)

Bloomberg:
Nvidia plans to upgrade its AI accelerators annually, and announces a Blackwell Ultra chip for 2025 and a next-gen Rubin AI platform for 2026 that will use HBM4  —  - CEO Jensen Huang reveals plans for annual upgrade cycle  — Company details plans for Blackwell Ultra and subsequent chips



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...