12+ hour, 34+ min ago   (866+ words) Nvidia is guiding toward 70% revenue growth next year thanks to scaling Blackwell and Vera Rubin CPU shipments. Broadcom expects its AI chip business to continue doubling through 2028 as the company continues to win demand from hyperscalers and frontier labs. While…...

7+ hour, 31+ min ago   (560+ words) That figure, buried in Oracle's fiscal first-quarter earnings call, offers investors a rare customer-side look at the supply-demand imbalance that has powered Nvidia's explosive growth. Nvidia's management has repeatedly said its compute is fully utilized across every cloud it serves,…...

1+ day, 2+ hour ago   (683+ words) Oracle delivered 850 megawatts of AI capacity, containing more than 300,000 GPUs, to customers in its fiscal first quarter alone. Even after those additions, Oracle said GPU utilization across its fleet was 97.9%. GPU capacity that came up for renewal was renewed or…...

2+ day, 16+ hour ago   (469+ words) Little-known Fluidstack has emerged as a testbed for Google's in-house AI chip sales initiative, a role that has earned it an $18 billion valuation and catapulted its founders into the ranks of billionaires. Nowadays, Google has also begun to sell TPU…...

20+ hour, 58+ min ago   (437+ words) Nvidia's expected 70% growth rate keeps Alphabet far away from its title as the world's largest company. Both stocks trade at the same valuation level. Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) is the world's third-largest company, sitting around a $4 trillion market cap....

1+ day, 15+ 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, 7+ hour ago   (18+ words) Nvidia and Broadcom both benefit from the AI infrastructure boom, but one is still a better stock pick....

2+ day, 35+ min 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....

2+ day, 2+ hour ago   (802+ words) A $1,000 investment in Broadcom (NASDAQ: AVGO) on Sept. 8, 2025, would be worth $1,070 (including dividends) as of the Sept. 8, 2026, market close. That's a modest gain, but it doesn't reflect what's happening inside the business. In its fiscal third-quarter earnings release on Sept....

3+ day, 1+ 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…...