Nvidia Stock: Blackwell Tops AI Performance Tests

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Nvidia (NVDA) on Wednesday said its Blackwell computing platform set performance records in artificial intelligence inferencing tests by MLCommons, an open engineering consortium. But Nvidia stock wavered on the news.

Nvidia submitted for benchmark testing its Nvidia GB200 NVL 72 system, a rack-scale computer designed for AI inferencing. The GB200 NVL72 system connects 72 Nvidia Blackwell graphics processing units to act as a single massive GPU.





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Nvidia also submitted for testing its Nvidia DGX B200 system with eight Blackwell GPUs.

In the latest round of testing, the MLPerf Inference V5.0 benchmarks, 15 Nvidia partners submitted results. They included Asus, Cisco, CoreWeave, Dell Technologies, Fujitsu, Giga Computing, Google Cloud, Hewlett Packard Enterprise, Lambda, Lenovo, Oracle Cloud Infrastructure, Quanta Cloud Technology, Supermicro, Sustainable Metal Cloud and VMware.

MLPerf Inference is a peer-reviewed industry benchmark of inference performance. It offers machine learning (ML) system performance benchmarking in an architecture-neutral, representative, and reproducible manner, the organization said in a news release.

In afternoon trades on the stock market today, Nvidia stock slid nearly 1% to 109.13. Earlier in the session, it was up as much as 1.7%.

MLCommons also tested processors from Advanced Micro Devices (AMD), Intel (INTC) and Alphabet‘s (GOOGL) Google. They were the AMD Instinct MI325X, Intel Xeon 6980P (“Granite Rapids”) and Google TPU Trillium (TPU v6e).

In a blog post, AMD said its latest AI GPU showed its ability to handle today’s most demanding AI models. The tests also displayed the company’s continued momentum in data center AI.

Intel was the only vendor to submit a server central processing unit (CPU) for testing in the latest MLPerf Inference round.

“The latest MLPerf results demonstrate Intel Xeon 6 as the ideal CPU for AI workloads, offering a perfect balance of performance and energy efficiency,” Karin Eibschitz Segal, Intel corporate vice president and interim general manager of the Data Center and AI Group, said in a news release.

She added, “Intel Xeon remains the leading CPU for AI systems, with consistent gen-over-gen performance improvements across a variety of AI benchmarks.”

Nvidia stock ranks fifth out of 39 stocks in IBD’s fabless semiconductors industry group, according to IBD Stock Checkup. It has an IBD Composite Rating of 71 out of 99. AMD ranks ninth in the group. Intel ranks No. 12 out of 31 stocks in IBD’s semiconductor manufacturing group.

Follow Patrick Seitz on X, formerly Twitter, at @IBD_PSeitz for more stories on consumer technology, software and semiconductor stocks.

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