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News
NVIDIA is Giving Away RTX 5090s Through an NBA 2K27 Screenshot Contest
2+ day, 5+ hour ago (268+ words) Mar 30th 2026 NVIDIA Readies...Shoots Past 600 W (321) Comments on NVIDIA is Giving Away RTX 5090s Through an NBA 2K27 Screenshot Contest...
Oracle's AI Data Centers Ran at Full Tilt, a Signal Nvidia's Chips Remain in Short Supply — BigGo Finance
11+ hour, 41+ 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,…...
Nvidia's Net Income Could Top $850 Billion by 2029, Eclipsing Aramco's Record — BigGo Finance
1+ week, 9+ hour ago (792+ words) The Demand Engine Behind the Numbers The argument for such extraordinary growth rests on a demand picture...The extraordinary growth projections arrive amid an intensifying political battle over monetary policy...The administration's core argument is that growth itself does not…...
Nvidia's Huang Dismisses Circular Financing Worries, Touts $100 Billion Contract Backlog — BigGo Finance
2+ day, 10+ hour ago (837+ words) Jensen Huang has a blunt message for critics who argue Nvidia is propping up its own sales by financing...The strategy, he argued, is necessary to build a global network of newer cloud providers that can serve...Chanos has warned…...
I Warned Nvidia Needed a Kill Switch. Now We Know Why
2+ week, 6+ day ago (569+ words) Thirteen months ago, I argued that Nvidia’s export-controlled artificial intelligence chips would eventually...On August 24, 2026, that argument stopped being a theoretical exercise....
Oracle analysts divided on AI cloud upside vs $95 billion debt pressure
1+ week, 5+ day ago (895+ words) He argued the stock could more than double from current levels after losing roughly a quarter of its...Burry argues that growing reliance on debt to fund AI infrastructure puts the bubble on a clock....
OpenX claims 3 million queries per second processed with no cloud tax
1+ week, 1+ day ago (337+ words) Custom bidding logic runs inside its auction in roughly 5 milliseconds, OpenX says, countering a cost argument...Where Casale's argument locates the tax in public cloud infrastructure itself, OpenX locates the equivalent...runs, but whether its infrastructure can keep pace with…...
20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7B
1+ week, 3+ day ago (1804+ words) Rory’s point: the terms-of-service and distillation argument is hard to argue with....
One Agent Benchmark Puts Nvidia 5x Ahead Of AMD On Cost
2+ week, 6+ day ago (1004+ words) SemiAnalysis argues that long-context multi-turn agentic sessions now dominate production inference traffic...The shape of that traffic carries the argument....
“AI factories are among the most complex systems ever built”: Nvidia and Palantir turn Nvidia’s supply chain into a proving ground for sovereign AI
4+ day, 1+ hour ago (188+ words) From chips and memory to manufacturing, networking, power and cooling, he argues that building modern...Palantir co-founder and CEO Alex Karp goes further, arguing that Nvidia’s operations provide an unusually...