194 news items
Page 4 of 10
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MU
NVDA
24 May 24
market for AI applications, is a significant customer for HBM manufacturers. Samsung has been striving to pass Nvidia’s tests for HBM3 and HBM3E
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NVDA
23 May 24
to get exposure to the AI sector.
"As we have been saying for two quarters, the demand side signals from customers and front line sales seem
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AMZN
MSFT
NVDA
23 May 24
For the first time, NVIDIA signaled that the customers of its high-end AI GPUs will be able to make an "immediate and strong return
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COIN
NVDA
SQ
23 May 24
Block generates revenues from products like Cash App. In this platform, Bitcoin is purchased and sold. Block can increase its customer base
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AMZN
GOOG
META
23 May 24
announced a partnership with AI startup Hugging Face to simplify running thousands of AI models on Amazon’s custom
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AAPL
AMAT
AMD
23 May 24
to AI. Nvidia is working with over 100 customers to build AI factories.
In The Arora Report analysis, here are the risks facing
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GLD
NVDA
QQQ
23 May 24
to pass higher costs onto customers, leading to a slight acceleration in the rate of increase in selling prices compared to April
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DELL
ERIC
NVDA
23 May 24
. They also flagged repeat purchase orders from Dell’s existing customer base, and a critical competitive AI server win from Tesla
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NVDA
23 May 24
Beat, EPS Miss, ‘Strong Customer Interest’ For AI Products And More
“We collaborated with Nvidia on a number
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NVDA
23 May 24
of the reasons behind the shorter upgrade cycle, according to Huang, is that Nvidia's customers "need to make money today." He added that these customers
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NVDA
23 May 24
reported on Wednesday. He highlighted that customers are eager to deploy data centers using Nvidia’s GPUs to generate and save money
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NVDA
23 May 24
internet, and cloud customers (45% of revenue), he added.
Within the enterprise, auto companies such as Tesla are expected
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NVDA
22 May 24
for Nvidia’s current H200 accelerators as customers await the launch of Blackwell.
In her earnings call comments, Nvidia CFO
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AMD
NVDA
22 May 24
beat, EPS miss, and strong customer interest for AI products in its first-quarter earnings.
Tesla Inc
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NVDA
22 May 24
and healthcare customers, creating multiple multibillion-dollar vertical markets. "We are poised for our next wave of growth. The Blackwell platform
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NVDA
TSM
22 May 24
roughly 15K CoWoS capacity per year in 2025 and 2026.
TSMC sees a SoIC capacity CAGR of 100%+ from 2022 to 2026 and 30 customer tape-outs
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NVDA
22 May 24
with Bloomberg Television, Huang stated that the collaboration aims to bring generative AI capabilities to a broader range of customers, enabling them to create
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AMD
AMZN
GOOG
22 May 24
quarters as customers hold back on purchases in anticipation of the new AI accelerators, he said.
Any disappointment may trigger an initial
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ANET
KEYS
NVDA
21 May 24
-driven, data-centric approach to help customers build their cloud architecture and enhance their cloud experience. Arista has a long-term earnings
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AMD
AMZN
INTC
21 May 24
step in Microsoft's strategy to compete with leading cloud providers by offering custom-built devices at lower costs.
Both