The past few years have been undeniably profitable for Nvidia ( NVDA 4.43%) investors. The stock price has surged more than ...
David Tepper manages the highly successful hedge fund Appaloosa, which sold Nvidia and bought Vistra during the third quarter ...
This week's announcement by President Donald Trump of a massive private-sector investment to build more AI data centers casts a spotlight on a relatively small and nimble class of cloud computing ...
Nvidia Corporation is poised for >70% YoY growth in Q4 FY25, driven by AI dominance and a $300B healthcare opportunity.
The semiconductor industry has always been cyclical, because whether it's computers, smartphones, or even data centers, consumers and businesses only upgrade their physical hardware once every few ...
Notably, Nvidia can push a new GPU iteration every 12 to 18 months. Meanwhile, it uses “whole cow” methods — ensuring that every salvageable die has a place in its portfolio (data center ...
The Information notes that Blackwell GB200 racks, crucial components in data centers, have exhibited problems during initial ...
When a renowned investor sells a substantial stake in a high-flying stock, it often raises eyebrows. Is it a signal to take ...
Will Nvidia (NVDA) see major growth from its push into robotics? Seeking Alpha analysts Jonathan Weber, Danil Sereda and ...
Chip stocks including Nvidia and Arm fell Thursday after an Nvidia supplier, SK Hynix, spoke about uncertainty in semiconductor demand in 2025 on its earnings call.
As reported by Globes and confirmed to DCD, Nvidia is developing a 30MW data center - making it one of the largest in the ...