The Ledger
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Oracle Lost Nearly $100 Million Renting Nvidia Blackwell Chips in Three Months
“In the three months that ended in August, Oracle lost nearly a hundred million from the rentals of NVIDIA's Blackwell chips.”
Ives: Asian supply checks show 15-to-1 demand for NVIDIA Blackwell
“In Asia, we just, it was 15 to one demand to supply. Four months ago, it was 12 to one.”
Josh Brown: Nvidia stated Blackwell chips are sold out for 12 months
“They just told us they sold out of Blackwell chips for 12 months.”
Hoffman: Nvidia Blackwell Delays Would Slow AI Development But Not Stop It
“If they can't get their year olds up and produce it, that will be a, you know, concerning thing for NVIDIA and will slow down some of, you know, kind of AI's development because the faster chips in a dense environment is actually, in fact, instrumental and hel…”