Explore

FactFable FactFable
What Nvidia's Earnings Reveal About the Real Cost of Building AI

What Nvidia's Earnings Reveal About the Real Cost of Building AI

Nvidia's blockbuster earnings do more than move its stock price; they reveal the staggering hardware and energy costs of the global AI revolution.
Reuters Reuters
SK Hynix to start AI chip volume production in Indiana in 2029

SK Hynix to start AI chip volume production in Indiana in 2029

By Kenrick Cai and Heekyong Yang WEST LAFAYETTE, Indiana, Aug 27 (Reuters) - South Korean chipmaker SK Hynix said on Thursday it plans to begin volume production of its next-generation HBM4E chips at its Indiana facility in the third quarter of 2029, and expects the site to eventually reach annual
Reuters Reuters
Nvidia forecasts quarterly revenue above estimates, fails to ignite shares

Nvidia forecasts quarterly revenue above estimates, fails to ignite shares

Aug 26 (Reuters) - Nvidia's quarterly revenue more than doubled and the chipmaker forecast third-quarter revenue above Wall Street estimates on Wednesday, signaling that demand for its AI chips continued unabated.
Reuters Reuters
Nvidia forecasts quarterly revenue above estimates

Nvidia forecasts quarterly revenue above estimates

Aug 26 (Reuters) - Nvidia forecast quarterly revenue above Wall Street estimates on Wednesday, but its outlook did little to ease investor concerns about the company's long-term dominance in the AI chip market. Shares of the world's most valuable company fell 1.2% in extended trading.
Reuters Reuters
Nvidia stock jumps after early dip following results; AI fever is unabated

Nvidia stock jumps after early dip following results; AI fever is unabated

By Lewis Krauskopf and Laura Matthews NEW YORK, Aug 26 (Reuters) - Nvidia investors got a roller coaster ride after the market closed on Wednesday, with its shares jumping after an early dip following the company's quarterly results, highlighting Wall Street's elevated expectations for its favorite
Reuters Reuters
Marvell forecasts quarterly revenue above estimates on AI chip demand

Marvell forecasts quarterly revenue above estimates on AI chip demand

Aug 27 (Reuters) - Marvell Technology forecast quarterly revenue above estimates on Thursday, a sign of strong demand for its custom chips and networking gear used in AI data centers.
TheStreet TheStreet
JPMorgan doubles down on SpaceX verdict on key update

JPMorgan doubles down on SpaceX verdict on key update

JPMorgan's view of SpaceX's AI business changes how the stock looks heading into September.
Reuters Reuters
Nvidia rises after signaling longer AI spending runway

Nvidia rises after signaling longer AI spending runway

Aug 27 (Reuters) - Nvidia shares rose about 6% before the bell on Thursday as investors embraced the chipmaker's strong long-term outlook, betting that a global race to build AI infrastructure will fuel years of rapid growth despite concerns about supply bottlenecks and financial ties with customers
Trendline Trendline
Global IT Market to Exceed $8.49 Trillion by 2030, Driven by AI Infrastructure and Data Center Expansion

Global IT Market to Exceed $8.49 Trillion by 2030, Driven by AI Infrastructure and Data Center Expansion

Global IT Market to Exceed $8.49 Trillion by 2030, Driven by AI Infrastructure and Data Center Expansion
TheStreet TheStreet
Nvidia customers face 15% AI price shock

Nvidia customers face 15% AI price shock

A 15% Nvidia price hike could ripple through the AI economy
FactFable FactFable
Nvidia Earnings Could Answer the Biggest Question Hanging Over the AI Boom

Nvidia Earnings Could Answer the Biggest Question Hanging Over the AI Boom

Nvidia's upcoming earnings report is more than just numbers; it's a referendum on the sustainability of the entire AI investment boom.
Reuters Reuters
Big investors hunt for tomorrow's AI winners as capex angst fades

Big investors hunt for tomorrow's AI winners as capex angst fades

(Updates August 17 story to correct the spelling of BCA Research strategist's last name to Weisberger in paragraph 21) By Danilo Masoni MILAN, Aug 17 (Reuters) - The rally in AI-linked stocks that marked the latest earnings season has shifted the focus of the AI investment story from whether Big