Nvidia reported a remarkable 75% non-GAAP gross margin in Q2 FY27, maintaining strong pricing power despite supply chain challenges and massive scale. Revenue grew over 105% year-over-year, with data center sales hitting $89 billion in a single quarter, showcasing Nvidia's dominance in AI hardware. The company also boasts high returns on invested capital and equity, with significant shareholder returns through buybacks and dividends. Despite competition from Broadcom, AMD, and Amazon, Nvidia's integrated platform and expanding product ecosystem give it a durable moat. Risks include exposure to China and large supply commitments, but strong cloud industry demand supports ongoing growth. Investors remain bullish as Nvidia's gross margin resilience signals sustained pricing power and market leadership.
NVIDIA and Cisco have introduced Ultra-Dense Small Form Factor Pluggable (USFP), a new optical module supporting 400Gb/s per lane, enabling up to 12.8Tb/s capacity for AI data centers. This technology doubles bandwidth per lane and increases power ef...
Cisco and NVIDIA announced a new open industry specification for 400G-per-lane pluggable optics, enhancing bandwidth and power efficiency for AI data centers. Cisco also introduced advanced Silicon One chips and systems, including the 51.2T P200 sili...
S&P 500 futures are flat near record highs as Brent crude oil rises above $100 due to ongoing conflict in Iran, boosting energy stocks like Exxon Mobil and Chevron. Meanwhile, high bond yields above 5% are pressuring tech stocks, with NVIDIA slightly...
Nvidia has doubled its revenue per gigawatt of AI capacity and posted triple-digit earnings growth, driving its market value to about $5.76 trillion. Despite a 27.67% stock rise this year, the share price lags behind earnings growth of 127.8%. Supply...
Nvidia is exploring options to acquire or increase its investment in Reflection AI, a startup specializing in open-weight artificial intelligence models. The discussions are preliminary, with potential deals including a full acquisition, hiring of Re...
