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06.03.26 - 19:06
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Marvell CEO: “Demand for Our Products Continuing to Accelerate” as Data Center Revenue Hits $1.5B (24/7 Wall St.)
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Two of the most important custom chip makers in AI just delivered back-to-back blowout quarters, and the market is taking notice. The thesis is simple: custom AI accelerators sold by Broadcom and Marvell are believed to be better suited for inference workloads, while training remains NVIDIA's domain. And with inference demand just beginning to scale, ... Marvell CEO: “Demand for Our Products Continuing to Accelerate” as Data Center Revenue Hits $1.5B
The post Marvell CEO: “Demand for Our Products Continuing to Accelerate” as Data Center Revenue Hits $1.5B appeared first on 24/7 Wall St.....
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06.03.26 - 17:48
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Nvidia Just Made Another Pair of Brilliant AI Bets (24/7 Wall St.)
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Just when you thought Nvidia (NASDAQ:NVDA) and its legendary founder and CEO Jensen Huang had their fill of intriguing AI deals, the GPU titan makes another pair of moves. Undoubtedly, all of the investments across the AI scene might be making some shareholders uneasy, especially as the circularity introduces a more complicated web of risks ... Nvidia Just Made Another Pair of Brilliant AI Bets
The post Nvidia Just Made Another Pair of Brilliant AI Bets appeared first on 24/7 Wall St.....
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06.03.26 - 17:18
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CNBC’s Partsinevelos: ‘Broadcom Just Did What Nvidia Couldn’t Explain’ (24/7 Wall St.)
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CNBC's Kristina Partsinevelos put it plainly after Broadcom (NASDAQ:AVGO) reported earnings this week: “Broadcom just did what Nvidia couldn't explain.” That's the whole story. But let's unpack why it matters. The Nvidia Problem Nvidia (NASDAQ:NVDA) reported what should have been a celebration. Revenue hit $68.13 billion, up 73% year-over-year. Data Center alone generated $62.31 billion. ... CNBC's Partsinevelos: 'Broadcom Just Did What Nvidia Couldn't Explain'
The post CNBC's Partsinevelos: 'Broadcom Just Did What Nvidia Couldn't Explain' appeared first on 24/7 Wall St.....
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06.03.26 - 17:15
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Nvidia: Aktie günstiger als Walmart und Coca-Cola (Der Aktionaer)
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Nvidias starkes Q4 kümmert an der Börse keinen mehr. Am Freitag steht die Aktie des KI-Champions erneut unter Druck und könnte die nun die 200-Tage-Linie reißen. Der Irankrieg und die Aussicht auf eine Zins-Enttäuschung setzen nicht nur Nvidia unter Druck....
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06.03.26 - 15:00
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Is Nvidia Giving Up on China? This Move Suggests It Is — For Now. (24/7 Wall St.)
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The U.S.-China trade war delivered an early gut punch to Nvidia (NASDAQ:NVDA). What began as a promising growth engine — China once accounted for a sizable and rapidly expanding slice of the company's data-center revenue — quickly turned into a regulatory quagmire. Repeated rounds of export controls forced Nvidia to redesign advanced AI accelerators, stripping ... Is Nvidia Giving Up on China? This Move Suggests It Is — For Now.
The post Is Nvidia Giving Up on China? This Move Suggests It Is — For Now. appeared first on 24/7 Wall St.....
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06.03.26 - 13:42
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Analyst: “Every Bureaucratic Delay Hands AI Markets Directly to Huawei” (24/7 Wall St.)
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A new framework for controlling AI chip exports is circulating inside the U.S. government, with significant implications for Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), and Qualcomm (NASDAQ:QCOM) – and the industry is almost certain to fight it hard. What the Draft Rules Actually Say The proposed framework creates a tiered review system for ... Analyst: “Every Bureaucratic Delay Hands AI Markets Directly to Huawei”
The post Analyst: “Every Bureaucratic Delay Hands AI Markets Directly to Huawei” appeared first on 24/7 Wall St.....
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