1+ day, 15+ hour ago   (710+ words) By Sarah Morland and Daniel Becerril TLAOLA, Mexico, Sept 12 (Reuters) - Nestled in the lush green mountains of Central Mexico, next to a sparsely traveled gravel road, few people had reason to wander close enough to hear the loud, mechanical whirring…...

2+ day, 14+ hour ago   (337+ words) When Nvidia (NVDA) CEO Jensen Huang makes a big prediction, you would be hard-pressed to see him pull back on it at a later date. Especially when it looks to be dead-on accurate. Huang reiterated his expectation that the size…...

5+ day, 6+ hour ago   (310+ words) DELL and NVDA both surged, with revenue up 58% and 106% respectively, as both now compete directly for the same enterprise AI infrastructure dollars. Dell's free cash flow fell 47% to under $1 billion even as its $95 billion AI backlog signals massive future demand....

1+ week, 4+ day ago   (392+ words) In the course of two short weeks, tech titans Dell (DELL) and Nvidia (NVDA) have managed to stomp on the bearish AI-is-peaking thesis. The proof is in the numbers, more importantly, the long-term outlook numbers. Dell stock rose nearly 10% in…...

2+ week, 5+ day ago   (568+ words) NEW YORK, Aug 25 (Reuters) - Options traders are pricing in a $280 billion swing in Nvidia's market value after the company reports second-quarter earnings on Wednesday afternoon, as investors seek fresh insight into the demand driving the technology sector. The chipmaker's options…...

3+ week, 11+ hour ago   (300+ words) China Reportedly Allows ByteDance And Tencent To Import 10,000 H200 Chips AOL.com ByteDance and Tencent have received 10,000 NVIDIA H200 chips each over the past few weeks, according to the Financial Times. China has reportedly allowed those processors to enter the mainland to…...

3+ week, 23+ hour ago   (116+ words) Nvidia customers notified about AI-related price hikes above 15%, Bloomberg News reports AOL.com Aug 22 (Reuters) - Some of Nvidia's largest customers have been told prices of servers containing its AI chips will rise by more than 15% in many cases with memory…...

3+ week, 3+ day ago   (173+ words) Aug 20 (Reuters) - Nvidia plans to start shipping small volumes of an AI chip designed for Chinese customers by year-end, The Information reported on Thursday, citing two employees. Several Chinese customers have already ordered the chip, a version of Nvidia's language…...

3+ week, 4+ day ago   (182+ words) Aug 18 (Reuters) - Small batches of Nvidia's H200 chips, one of the company's most powerful AI chips, have been allowed to enter mainland China, the Financial Times reported on Tuesday, citing two people with knowledge of the matter. ByteDance and Tencent have…...