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20.05.26 - 23:02
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Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance (ZeroHedge)
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Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance
As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today's call and Q&A:
Potential for increased shareholder cash returns,
Vera Rubin ramp timing (2H 26E),
Gross margin durability (~75% amidst continued memory/other cost inflation),
Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before
Potential upside from agentic AI to the server CPU business;
Competitive landscape changes against Google TPU, agentic CPU, other ASICs.
With that in mind, here is what the world's biggest company just reported for Q1:
Revenue $81.62BN, beating Exp $79.19BN, but a bit light of the $82BN whisper
Adj EPS $1.87, beating Exp $1.76
Adj. Gross Margin 75%, beating Exp. 74.5%
Solid all around.
The company's all-important disclosed Da...
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20.05.26 - 01:24
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Panasonic, New York Life, Kyndryl, Citizens on strategies for the human plus AI workforce. (Bloomberg)
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Liz Almeida, Chief Human Resources Officer, Panasonic Corporation of North America, Kathleen Navarro, Senior Vice President, Head of HR Business Enablement & Chief Diversity Officer, New York Life, Jamie Rutledge, President, Kyndryl U.S.and Michael Ruttledge, Chief Information Officer & Head of Technology Services, Citizens Financial Group discuss strategies for upskilling the workforce to fully leverage agentic AI with Bloomberg's Seth Fiegerman at Building an AI Future-Ready Business. (Source: Bloomberg)...
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19.05.26 - 10:12
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transcosmos donates to Aomori City via corporate furusato nozei (PR Newswire)
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Funds to support the city's DX Promotion in Agriculture Project, helping to drive the implementation of smart agriculture Tokyo, Japan, May 19, 2026 /PRNewswire/ -- transcosmos today announced its corporate contribution to Aomori City, Aomori Prefecture through the corporate version of......
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