Nvidia, SoftBank

SoftBank unit to build supercomputer with Nvidia Blackwell chips
At the Nvidia AI Summit in Japan, founder and CEO Jensen Huang announced that SoftBank Corp will be the first to receive Nvidia’s DGX B200 systems.
Nvidia stock has 25% upside as it approaches an iPhone moment with its Blackwell chip, analyst says
"Even with a decelerating growth rate on huge numbers, Nvidia's CY2025 PEG ratio stands at about 0.8x on our estimates. This ratio is 33% less than Broadcom's and the lowest in the Mag 7 by a wide margin," Reitzes said. Nvidia stock is up 197% year-to-date and trading about 2% below its record high of $149.77 per share.
SoftBank is Nvidia's first Blackwell chips customer. Here's what they're going to be used for.
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