Browsing Tag
Blackwell
17 posts
NVIDIA lifts remaining buyback to $235bn as AI cash generation explodes
NVIDIA's board has added $150bn to its share-repurchase programme, giving the artificial-intelligence chipmaker enormous capacity to return capital even as it keeps investing heavily in the next generation of computing infrastructure.
Nvidia (Nasdaq: NVDA) jumps after $96bn Q2 as $108bn Q3 test looms
Nvidia Q2 revenue doubled to $96.2bn and Q3 guidance hit $108bn. Can Rubin growth outweigh falling margins at a $5tn valuation?
NVIDIA revenue doubles to $96.2bn as $108bn Q3 guide excludes China data center compute
NVIDIA more than doubled second-quarter revenue to $96.2 billion and is guiding to $108 billion for Q3 without assuming China data center compute sales, while AWS plans another two million NVIDIA GPUs.
Alpha Compute (Nasdaq: ALP) enters US data center development with Pennsylvania term sheet
Alpha Compute's $55m Pennsylvania land and gas rights term sheet targets a 200MW AI campus, but a $4.5m market cap and $500m total build define the risk.
ParTec AG (ETR: JY0): Why the German HPC group’s share price now turns on an Nvidia patent appeal
ParTec built Europe's first exascale supercomputer. Now its Nvidia appeal and Microsoft Texas jury trial will decide if JY0 is a €16 stock or a €100 one.
India’s answer to Starcloud and SpaceX: Pixxel-Sarvam Pathfinder bets on sovereign compute in space
Ground data centres are hitting power, land, and water limits. Pixxel and Sarvam are betting India can leapfrog the bottleneck from orbit.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Supermicro (SMCI): Can the AI server giant survive its legal crisis and deliver on $36bn guidance?
Supermicro (SMCI) trades near USD 22 after the DOJ indicted its co-founder for alleged Nvidia chip smuggling. Here is what retail investors need to know before the May 5 earnings report.
Nemotron 3 Super puts NVIDIA at the centre of agentic AI’s economics debate
NVIDIA's Nemotron 3 Super promises 5x throughput for agentic AI at lower cost. Here's what the open 120B model means for enterprises, rivals, and NVDA investors.
NVIDIA is closing in on a $5tn valuation. Can AI infrastructure momentum sustain the rally?
Find out how NVIDIA is accelerating toward a $5 trillion market cap as AI demand and government-backed infrastructure deals reshape the chipmaker’s outlook.