Nvidia's Data Center revenue hit $51.2B in Q3FY26, soaring 25% QoQ and 66% YoY, driving most total company sales. Management expects Q4FY26 revenue to surpass $65B, supported by unprecedented AI compute demand and accelerating Blackwell GPU adoption. Strategic partnerships with OpenAI, Google Cloud, Microsoft, Oracle, and sovereign buyers secure long-term infrastructure deployment and global ma...
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) remains the uncontested leader in the AI chip race despite rising competition from the likes of Alphabet's Google, analysts at Wedbush believe. “The AI Revolution starts and ends with Nvidia today, and that is not changing for another few years,” the analysts wrote, highlighting that Nvidia's dominance in AI hardware remains firmly established despite the gr...
Microsoft (MSFT +2.16%) and Nvidia (NVDA +1.78%) are strengthening their leadership in artificial intelligence through deep partnerships that scale up enterprise adoption. Nvidia stands out with faster growth and higher potential upside as demand for accelerated computing surges, while Microsoft provides balanced long-term stability through Azure, Copilot integration, and expanding enterprise c...
In this video, I will cover recent updates on Nvidia, Alphabet (GOOGL 1.45%) (GOOG 1.36%), and AMD. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Chinese authorities have reportedly blocked TikTok-owner ByteDance from deploying Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) chips in its new data centers, according to a report on Wednesday from The Information, which cited two company employees. ByteDance, which purchased more Nvidia chips than any other Chinese firm in 2025, had been rapidly acquiring computing power to support its billion-plus us...
In this video, I will cover Nvidia's (NVDA +1.94%) third-quarter earnings report and discuss market sentiment about artificial intelligence. Watch the short video to learn more, consider subscribing, and click the special offer link below.
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