Nvidia, DeepSeek and Morgan Stanley
In Q3 FY2025, it reported $35.1 billion in revenue. up 94% year-over-year, with data center revenue up 112% to $30.8 billion. Non-GAAP EPS reached $0.81 and grew 103% year-over-year. These results ...
According to a report on the Board Channels forums, which features PC-related stories from sources close to supply chains and AIC partners in Asia, Nvidia has ...
2d
Hosted on MSNSupermicro Ramps Full Production of NVIDIA Blackwell Rack-Scale Solutions with NVIDIA HGX B200Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing full ...
NVIDIA (NASDAQ: NVDA) stock surged 5.35% to $124.83 on Wednesday, fueled by strong capital expenditure commitments from major ...
The biggest fallacy from investors assuming that Nvidia is toast due to more efficient AI models becoming available is the premise that U.S. AI hyperscalers are concerned with efficiency. The reason ...
Super Micro Computer (SMCI, Financials) announced the full-scale production of its AI data center solutions, powered by ...
Maybe I won the silicon lottery, but the GB203 sure looks like there was a lot of performance left on the table.
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