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Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by demand for AI and new Blackwell architecture.
Dylan Patel, founder of SemiAnalysis, talks about the AI hardware landscape, GPT-5, business models, and the future of AI infrastructure with A16z Venture ...
NVIDIA's next-gen Rubin AI GPUs rumored to be delayed, redesigns happening to better compete with AMD's upcoming Instinct ...
Meta is another major Nvidia customer, but unlike Amazon, it only uses Nvidia chips for its own AI needs. In fact, it might ...
Wall Street fell further from its records. The S&P 500 lost 0.6% Tuesday, its third straight loss after setting its all-time ...
Palantir shares have fallen around 15% across the last five days of trading, completely erasing gains made near the start of ...
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Nvidia ( NVDA) may be the market's biggest AI stock, but institutional investors are still shying away. "NVDA is now the most ...