Nvidia reported exceptional fiscal Q2 results with revenue reaching $96.2 billion, a 106% increase year-over-year, largely fueled by its Vera Rubin AI platform. The company's growth strategy is evolving from merely selling accelerators to capturing a larger share of the AI system components, boosting profit per gigawatt despite some gross margin compression. Management projects continued strong growth with Q3 revenue guidance at $108 billion. Key risks include rising supplier costs and potential customer resistance to higher system prices, making Rubin platform adoption and margin trends critical to watch.
KraneShares Public-Private AI & Technology ETF (CHAT) and Roundhill Generative AI & Technology ETF (AGIX) provide broad exposure to the AI ecosystem but differ in holdings and risk profiles. Since AGIX's inception, CHAT has outperformed by about 60%,...
Jim Cramer explains that investors are not abandoning AI or tech stocks but are moving away from high-priced stocks to more reasonably valued ones. He cites Dell and Nvidia as examples of companies with attractive valuations that are still gaining in...
Equinix, a veteran data center company, has partnered with Nvidia to offer customers flexible AI model hosting on the open-source Together AI platform. This move positions Equinix to capitalize on the growing AI infrastructure market, where hyperscal...
Nvidia reported a strong quarter and raised its revenue guidance for fiscal year 2028, expecting a 70% increase. The company highlighted growing revenue per gigawatt of AI infrastructure deployed, indicating resilience and growth potential amid shift...
Nvidia projects a 70% growth rate, which the company says is capped by supply constraints rather than weak demand. This indicates that the market demand for Nvidia's products is actually stronger than the forecast suggests. The supply ceiling could l...
