News
Amazon's Power Move: Making AI Profitable by Bringing It In-House
11+ hour, 6+ min ago (421+ words) Amazon (AMZN) is shifting to in-house AI models powered by proprietary Trainium and Inferentia chips to reduce Nvidia GPU dependency. Amazon's Trainium3 offers up to 50% cost savings over GPUs with doubled compute performance in certain workloads. Amazon aims to make AI…...
3 NVIDIA Storylines That Matter
2+ day, 9+ hour ago (648+ words) NVIDIA (NVDA) excluded all China Data Center compute revenue from its $78B Q1 FY2027 guidance following export restrictions. NVIDIA did not reaffirm its $500B revenue target despite holding $95.2B in supply commitments. NVIDIA secured GPU deals with Meta and CoreWeave as multi-year cloud agreements doubled…...
This Is How NVIDIA Gets to $250 Per Share
2+ day, 11+ hour ago (696+ words) Nvidia (NVDA) reported $68.1B in Q4 revenue with 73% year-over-year growth. Q1 guidance of $78B beat expectations of $72B. Nvidia's Data Center revenue hit $62.3B in Q4 (up 75% year-over-year) and represents 91.5% of total revenue. Inventory and supply commitments now extend into calendar 2027, providing unusual visibility for a hardware…...
The One Number That Decides NVIDIA's Fate
2+ day, 13+ hour ago (563+ words) NVIDIA (NVDA) guided Q1 FY2027 revenue to $78B. This beat analyst expectations decisively. NVIDIA's guidance excludes all Data Center compute revenue from China due to geopolitical constraints. When NVIDIA reported Q4 FY2026 revenue of $39.33 billion on February 25 " wait, scratch that " $68.13 billion " the number that mattered…...
NVIDIA Cements Its Role as the Backbone of AI Infrastructure
3+ day, 11+ hour ago (603+ words) NVIDIA (NVDA) networking revenue grew 162% to $8.2B in Q3. This growth rate nearly tripled GPU compute at 56%. NVIDIA is shifting from chip seller to infrastructure provider as networking systems bundle with GPU purchases. We covered NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)s…...
NVIDIA's $65.7 Billion Bet Is Here
3+ day, 13+ hour ago (236+ words) NVIDIA (NVDA) reports Q4 earnings tonight with Wall Street expecting $65.7B revenue versus $57.0B in Q3. Gross margin recovery to 75.0% matters more than revenue for NVIDIA as Blackwell transition pressured Q3 margins. Prediction markets show 93.8% beat probability. Only 35.5% expect NVIDIA above $200 by February 27. NVIDIA (NASDAQ:…...
Meta Just Handed AMD a Deal That Should Terrify Nvidia
4+ day, 12+ hour ago (347+ words) Meta (META) struck a multiyear deal with AMD for up to 6 gigawatts of customized GPUs worth tens of billions. Meta is building a multi-vendor AI chip strategy across AMD and Nvidia rather than consolidating around one supplier. The AMD deal…...
$1,000 in NVIDIA Ten Years Ago Beat the S&P 500 by Roughly 70x
5+ day, 7+ hour ago (479+ words) NVIDIA (NVDA) returned 24,543% over ten years. A $1,000 investment in 2016 is now worth $246,429. NVIDIA's Data Center business now represents 90% of total revenue, reaching $51.2B in Q3 FY2026. Blackwell chips are sold out. Q4 FY2026 revenue guidance is $65B. NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) has produced one…...
Forget Nvidia, This Is the Stock to Buy For the AI Boom's Next Leg Up
5+ day, 7+ hour ago (418+ words) Lumentum (LITE) reported Q2 revenue of $665.5M, up 65.5% year over year. Over 60% came from cloud and AI. Lumentum Q3 guidance projects $780M to $830M in revenue, implying over 85% year-over-year growth. Lumentum aims for $100M in quarterly optical circuit switch revenue by December. Chipmakers like Nvidia (NASDAQ:…...
3 Reasons NVIDIA Will Crush Earnings on February 25th
1+ week, 2+ day ago (884+ words) NVIDIA (NVDA) reports Q4 results February 25 with $65B revenue expected. China data center revenue remains at zero. NVIDIA has $350B in Blackwell and Rubin pipeline through 2026. GB 300 chip represents two-thirds of Blackwell revenue. Hyperscaler capex expectations grew to $600B for 2026, up $200B from the start…...