1+ day, 5+ hour ago   (631+ words) Nvidia and AMD are the two leading GPU designers for artificial intelligence (AI) workloads. Elon Musk has spoken highly about Nvidia's GPUs in the past, and did so again during SpaceX's earnings call. Nvidia GPUs are now used in operations…...

2+ week, 1+ day ago   (1170+ words) Revenue reached $96.2 billionin the fiscal second quarter, up 106% from a year earlier and 18% from the previous quarter. Data center revenue alone climbed to $89 billion, a 117% year-over-year increase. Nvidia maintained a 75% gross margin while producing GAAP earnings of $2.46 per diluted share....

4+ week, 2+ day ago   (237+ words) NVIDIA's $2 billion investment sent MRVL surging 131%, but analysts favor NVDA with 36% projected upside versus Marvell's 8%. Marvell's data center segment drives 73% of revenue, but heavy customer concentration among hyperscalers makes it vulnerable to any cloud capex pullback. In March, Marvell Technology…...

1+ day, 16+ 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+ week, 5+ day ago   (288+ words) Eisman warns Chinese AI models may cause a price war that exposes big tech's over-reliance on OpenAI and Anthropic. Cheaper Chinese models like DeepSeek and Alibaba's Qwen are on the ascent. A sustained AI price war could force hyperscalers to…...

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…...

5+ day, 7+ 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....

6+ day, 6+ hour ago   (533+ words) Broadcom's AI revenue surged 221% to $16.7B while Marvell's new Google warrant for 7% of its shares signals a deeper, multi-year custom silicon partnership. Broadcom's VMware unit contributes $8.8B at 94% gross margins, representing a durable software moat that makes it the lower-risk, higher-quality AI…...

5+ day, 5+ hour ago   (871+ words) AMD's Data Center revenue surged 107%, anchored by a 6GW OpenAI GPU deal, driving the stock up 113% year to date. FY27 EPS estimates jumped from $13 to $15 in 90 days with 33 upward revisions, signaling analyst price target hikes ahead. Hitting $700 by 2027 requires clean Helios execution…...

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…...