Quick read NVDA’s data center revenue rose 92% to $75B, but it has $119B in supply obligations to enterprise buyers who have yet to prove AI ROI. Uber can’t link token spending to product gains, Microsoft canceled AI licenses for budget overruns and Meta shut down its internal AI application leaderboard. Don’t wait: The analyst …
According to newly released details, SpaceX plans to issue 555.6 million shares in its upcoming initial public offering (IPO) at $135 per share. That means the SpaceX IPO will raise $75 billion — the largest of any company in history. Investors already know that some of SpaceX’s IPO proceeds have been earmarked for chip purchases. …
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 …
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 …
