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AI boom boosts Nvidia despite 'geopolitical issues'
Nvidia remains exposed to geopolitical tensions between the US and China.
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bbc.com
AI boom boosts Nvidia despite 'geopolitical issues'
Nvidia remains exposed to geopolitical tensions between the US and China.
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fortune.com
Nvidia earnings beat Wall Street's sky-high expectations, but the stock is falling because 'there were no H20 sales to China-based…
“Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary,” CEO Jensen Huang said.
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With market on edge over AI bubble, chip stocks shudder as investors send Nvidia down 3% despite 56% growth in data center revenue
Investors had extremely high expectations for Nvidia’s data center division, with forecasts set at $41.3 billion.
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aljazeera.com
Chip giant Nvidia’s sales rise 56% in boost for AI boom
US chipmaker reports revenue of $46.74bn for second quarter, defying fears that AI may be overhyped.
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upi.com
Nvidia reports $47.4B second quarter revenue on AI demand - UPI.com
Nvidia saw a 56% jump in revenue for the second quarter, nearly all of it from its rapidly expanding data centers business, driven by demand for its AI chips.
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Nvidia’s growth is strong, but investors aren’t celebrating
Nvidia’s latest earnings show the AI boom as room to run, but the market reaction may point to a vibe shift in how investors are viewing the wider sector.
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Nvidia is facing its biggest challenge yet: The law of large numbers
Nvidia is a fast-growing and highly profitable enterprise. But that may not be enough to reward investors from here.