At its annual developer conference in San Jose, NVIDIA CEO Jensen Huang unveiled the Blackwell B200 GPU, which the company claims delivers 30 times the performance of its predecessor, the H100, on large language model inference tasks. Microsoft, Google, Amazon Web Services, and Oracle have already committed to deploying Blackwell in their data centers. The stock surged 8% on the Nasdaq, pushing NVIDIA's market capitalization past $3 trillion for the first time. Analysts at Goldman Sachs and Morgan Stanley raised their price targets.
