NVIDIA reported a massive $81.61 billion quarter driven by its full-stack AI solutions, with Data Center revenue up 92% year-over-year and strong demand across hyperscalers. Meanwhile, Cerebras, newly public, posted $209.87 million in core revenue, focusing on wafer-scale inference speed and cloud inference services, with a significant backlog and key customers like OpenAI. NVIDIA leads with a vertically integrated AI platform and strong gross margins, while Cerebras targets niche high-speed inference markets with growth plans for 2027. NVIDIA remains the stable anchor in AI compute, but Cerebras offers a high-risk, high-reward play if it meets its ambitious scaling and revenue targets.
Anthropic's initial public offering (IPO) is now expected in October rather than September, according to prediction markets and recent reports. The AI firm gained a legal victory against the Pentagon over a 'supply chain risk' label, boosting its pro...
NVIDIA, Broadcom, and Micron are central to the booming AI hardware market, with upcoming September earnings reports highlighting strong demand and supply constraints. NVIDIA reported record revenue and expects supply bottlenecks through 2028, Broadc...
Nvidia is strategically investing in the AI ecosystem by subsidizing major AI infrastructure projects, similar to how a nation-state might operate. This approach is aimed at expanding its future market and creating a strong competitive moat. Early si...
Nvidia and Salesforce reported better-than-expected quarterly earnings, challenging key bearish views on their businesses. Salesforce showed its strongest sales growth in four years and expanded AI partnerships, easing fears that AI would reduce dema...
Nvidia Corporation is considered significantly undervalued despite its stock price rising 7% to $224 per share. The company is expected to achieve 70% revenue growth by fiscal year 2028, supported by strong demand that outpaces supply and $279 billio...
