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Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...
Nvidia stock is falling ahead of earnings reports from technology companies but there’s reason to confident in ...
Shares of Taiwan Semiconductor gained after its Q2 earnings report. Earnings season is kicking off again, and one of the ...
South Korean startup FuriosaAI says it has landed LG as its first major customer. Here’s why the announcement is significant ...
US AI companies NVIDIA , AMD, and Broadcom are likely to receive licenses to ship to China at levels consistent with the ...
Key Points The demand for Nvidia's GPUs isn't letting up, which is driving strong revenue and profit growth.Ongoing ...
Bank of America analysts argue that leading AI names like Nvidia (NASDAQ:NVDA), Super Micro Computer (NASDAQ:SMCI) and Alphabet (NASDAQ:GOOGL) are not exhibiting classic bubble behavior, despite ...
Nvidia Corporation gains access to China's $50B AI GPU market, boosting sales potential. Click for my updated look at NVDA ...
Nvidia reached a record high recently, and its market value soared to $4 trillion. Nvidia (NASDAQ: NVDA) has achieved many ...
AMD is the 'Rook' of the AI ecosystem, dominating AI and data centers, PCs and Laptops, Embedded systems, and networking.
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