1+ day, 4+ 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…...

1+ day, 13+ hour ago   (841+ words) Speaking at Citi's technology conference on Tuesday, Sept. 8, AMD's chief financial officer said the company's total addressable market could reach $2 trillion to $3 trillion by 2030. AMD had cited a figure of about $2 trillion since its Advancing AI event in late July....

1+ day, 14+ 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, 13+ 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…...

2+ day, 17+ hour ago   (477+ words) Oracle Corp. (NYSE:ORCL) has echoed Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang’s bullish view on AI hardware longevity. During Oracle’s fiscal 2027 first-quarter earnings call, CEO Clay Magouyrk highlighted the continued strength of the company’s AI infrastructure business. "GPU longevity…...

2+ day, 16+ hour ago   (282+ words) Nvidia posted its fiscal Q2 results near the end of last month, recording another impressive quarter. CEO Jensen Huang guided for roughly 70% sales growth and impressive margins in the next fiscal year. Nvidia is scoring meaningful wins outside of the AI…...

5+ day, 3+ 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…...

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....

6+ day, 5+ 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…...

1+ week, 5+ hour ago   (726+ words) During the most recent fiscal quarter, Nvidia's growth figures showed investors that the AI boom is still in full swing. Key data points, like tokens processed, cloud backlogs, and hyperscaler capex, are showing no sign of slowing. The stock's inexpensive…...