Browsing Tag
Jensen Huang
43 posts
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.
NAVER, NVIDIA and Brookfield plan $10bn Korea AI factory expansion
NAVER stock jumped 16% on the $10B NVIDIA and Brookfield AI factory deal, but NVIDIA's $1B stake depends on NAVER securing $9B in outside financing first.
SK Hynix (SKHYV) Nasdaq debut raises $26.5bn, second-largest US IPO ever after SpaceX
SK Hynix (SKHY) opens at $170 in $26.5B Nasdaq debut, +14% from $149; CEO Kwak says memory crunch persists beyond 2030 as Micron valuation discount closes.
Nvidia (NVDA) rises on Kyber denial but trails AMD and Broadcom as Rubin Ultra cadence questioned
Nvidia (NVDA) denies SemiAnalysis report that Kyber rack for Rubin Ultra slips to 2028, but stock lags AMD, Broadcom as roadmap doubts build. Read more.
KKR, Nvidia and Vistra launch $10bn AI infrastructure company to target hyperscalers
Read how KKR’s Helix launch with Nvidia, Vistra and Kuwait Investment Authority could reshape AI data centres and KKR stock sentiment.
NVIDIA’s Korea bet reveals the hidden bottleneck behind the AI boom
Read how NVIDIA Corporation’s Korea AI deals with SK Hynix, Naver and Hyundai could reshape AI infrastructure and NVDA sentiment.
Marvell (MRVL) earns an S&P 500 promotion on the same brutal day its stock fell nearly 17%
Marvell will join the S&P 500 on June 22, but the news landed the day its stock fell 16.7% in the chip rout, after a 50% surge on Huang's "trillion-dollar" call.
Marvell (MRVL) soars 32% to a record after Jensen Huang calls it the next trillion-dollar company
Marvell soared 32% to a record after Nvidia's Jensen Huang called it the next trillion-dollar company, citing AI connectivity. But it's still about 4x from $1T.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.