Technology ❯ Artificial Intelligence ❯ AI Infrastructure ❯ Semiconductors

Nvidia

Nvidia Reports Record Quarter and Forecasts Roughly 70% Revenue Growth

This outlook hands pricing leverage to memory suppliers.

Nvidia Earnings Loom Over Bond Turmoil, Iran Pressure and Fed Week

Nvidia Faces Earnings Test as Customers Brace for 15%+ Server Price Increases

Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

AI Chip Rally Reverses Into Sharp Volatility After Broadcom Guidance and Hot Jobs Report

Nvidia Pledges About $150 Billion a Year in Taiwan and Plans Constellation Campus

Nvidia Posts Record $81.6 Billion Quarter, Guides to $91 Billion and OKs $80 Billion Buyback

Nvidia, Cisco Lift S&P 500 and Nasdaq to Records as Dow Reclaims 50,000

Nvidia Reclaims Top Billing on Wall Street as Big Buyers and Backlogs Confront AI Spending Doubts

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

AI Capex Soars With Alphabet’s $175–$185 Billion Plan as Nvidia Shares Stall Before Feb. 25 Earnings

At Davos, Tech Chiefs Press AI Buildout as Security Row Flares Over China Chip Exports

AWS Launches Trainium3 and Plans NVLink-Ready Trainium4, Tightening Its Grip on AI Compute

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report