When performing well Nvidia (NASDAQ: NVDA )Investors may be underestimating what a huge achievement that is. Despite its large size, the artificial intelligence (AI) chipmaker posted 85% revenue growth in the first quarter of fiscal 2027 (ended April 26), a tough feat for most small companies growing from much smaller platforms. However, between a cloud …
Nvidia Artificial intelligence (AI) still dominates the market for chips used in data centers. But AI is a huge opportunity, and second place isn’t so bad in this regard. Statista estimates that the AI chip market will continue to grow and reach $333 billion by the end of the decade. That leaves plenty of room …
The AI memory supercycle is real and still running. High bandwidth memory (HBM) became the scarce resource around which the entire AI industry was organized. The early investors who got there made a lot of money. It changed the conversation on AI infrastructure. Authority is a constraint. But the problem engineers lose sleep over is …
