165 news items
Keysight Q2 Earnings Beat Estimate Despite Lower Revenues
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
Microsoft Launches Team Copilot To Boost Workplace Collaboration
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
Nutanix Inks Pact With Dell & Nvidia - What's Going On?
DELL
NTNX
NVDA
21 May 24
, support and services. This will enable Dell customers to benefit from expanded access to the simplicity of the Nutanix Cloud Platform
Nvidia's Leading Position Challenged as Industry Giants Support OpenAI's New Developer Software
AMD
GOOG
INTC
21 May 24
, Cuda, to attract its customers, the Financial Times
Will Nvidia Q1 Print Disappoint? Munster Sees Near-Term Hit From 'Osborne Effect' But Says AI Stalwart Will 'Grow Faster For Longer'
NVDA
21 May 24
and even October quarters, said Munster in a post on X, formerly Twitter. Customers may delay or cancel orders for the current H200 flagship chip and wait
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DELL
NVDA
20 May 24
range of customers to establish their own “AI factories.”
“We want to bring this generative AI capability to every company
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AMD
INTC
NVDA
20 May 24
will be completely sold out, at least for a year.
Mosesmann said it is likely that Nvidia will lose unit market share to custom ASICs
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AAPL
ARM
INTC
20 May 24
. (NASDAQ:AAPL), which has seen success with its Arm-based custom chips, offering Macs enhanced battery life and performance
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AMD
MSFT
NVDA
17 May 24
center customer base.
Investors can gain exposure to Nvidia stock via EA Series Trust Strive U.S. Semiconductor ETF
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CRWD
INTU
NICE
17 May 24
and the ongoing expansion of its customer base.
Revenues in Americas were $559 million, up 18% year over year. The same in EMEA was $67 million
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AMD
INTC
MSFT
17 May 24
cloud computing customers
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NVDA
PLTR
17 May 24
platform, called AIP, has found huge acceptance among customers.
Its first quarter results released earlier this month did not go down well
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AMD
AMZN
ARM
17 May 24
(NASDAQ:AMD) artificial intelligence chips to its cloud computing customers, aiming to rival Nvidia Corp’s
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AMD
ARM
MSFT
16 May 24
://techcrunch.com/2024/05/16/microsofts-custom-cobalt-chips-will-come-to-azure-next-week/
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NVDA
16 May 24
.
Similarly, the analyst received positive feedback regarding the demand for inputs directly supporting Nvidia or its customers
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NVDA
15 May 24
will exceed $25 billion. However, he foresees a long-term decline for the chipmaker as it faces increasing competition, even from its own major customers
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NVDA
VEEV
15 May 24
to their vast customer base. However, with this collaboration we also have an opportunity to extend into new mutually developed tools and solutions
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ANF
BIDU
COST
13 May 24
, enabling them to enhance user engagement and drive customer demand, is expected to have been a tailwind in the to-be-reported quarter
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ARM
BABA
INTC
13 May 24
year-on-year to the tune of ~60%, Kumar flagged. He noted this is largely driven by leading-edge customers
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A
AMAT
MNDY
13 May 24
| monday.com Ltd. Quote
Factors to Note
MNDY's first-quarter results are expected to reflect strength in customer acquisition