Nvidia beats Q3 revenue by $2B, with 94% YoY growth to $35B. Data center revenue tops $30B. Blackwell’s ramp by mid-2025 ...

Nvidia's journey to a $3.53 trillion market cap showcases its evolution from a GPU powerhouse to a leader in AI and data center innovation, overcoming challenges like supply chain disruptions and ...

Management expects to ship more Blackwell chips over the next few quarters, as production ramps up. This seems to suggest ...

Nvidia's data center disruption is expected to drive over 100% revenue growth in fiscal 2025 and beyond. Read why I remain ...

The company is forecasting lower server sales, and blamed the shortfall on enterprise customers that are waiting to snap up ...

TF International Securities analyst Ming-Chi Kuo said in a new post on Medium that his latest research shows that Vishay (VSH) is the “hidden” ...

If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to ...

A new benchmark for AI prowess has emerged: the ability to amass the most Nvidia chips in a single location. This competition ...

Jeff Yass and Ken Griffin are in a league of their own. Yass is the co-founder and managing director at the global ...

Nvidia (NASDAQ: NVDA) stock has roared higher in recent years -- and it's continued with that momentum this year, as it's ...

Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong ...

Blackwell GPUs potentially reduce the number of units needed and shrink NVIDIA's market size. Read why I remain bearish on ...