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"Blackwell Sales Are Off the Charts" for Nvidia -- and Worryingly, so Is Its Customer Concentration
Artificial intelligence (AI) is a potentially game-changing technology for businesses around the globe -- and Nvidia's graphics processing units (GPUs) are the heartbeat of this revolution. Insatiable ...
When Nvidia earnings came out we thought we could all breathe a sigh of relief. Not many of us could predict the rollercoaster ride that was about to occur. I discussed the importance of their results ...
TL;DR: NVIDIA reported a record $57 billion revenue in Q3 FY26, driven by surging demand for Blackwell AI systems and sold-out cloud GPUs. The company projects $65 billion in Q4 and remains on track ...
Memory Explainer: The RAMpocalypse is making memory, SSDs, and even GPUs much more expensive, and it's all down to AI Graphics Cards Asus is NOT killing off the RTX 5070 Ti as Asus issues statment ...
On the heels of a big beat with its latest quarterly results, Nvidia CEO Jensen Huang said sales of the company's Blackwell offering are "off the charts." Meanwhile, graphics processing units for the ...
Nvidia shares climbed Wednesday after it beat quarterly earnings expectations on fierce demand for its sophisticated chips for powering artificial intelligence. The solid results come amid increasing ...
Nvidia crossed a $5 trillion market cap on Wednesday, a new record for a publicly traded company. Investors’ insatiable appetite for AI has helped tech stocks double the return of the broader market ...
Huang told Cantor Fitzgerald analysts that GPU demand is "progressing way faster than Moore's Law," underlining the massive scale of AI adoption. He projected $500 billion in annual spending on ...
The high-profile technology company's stock is priced nearly twice as high as the broad market. This rich valuation, however, is supported by the company's results and growth trajectory. While ...
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