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fromTechRepublic
1 week ago
Tech industry

The $120 Billion AI Machine: Nvidia's Blockbuster Year by the Numbers

Nvidia's annual profit surged from $4.4 billion three years ago to $120 billion last year, driven primarily by explosive demand for AI chips in its data center division.
fromFast Company
1 week ago
Artificial intelligence

Nvidia's quarterly results exceed projections as concerns mount over AI economy

Nvidia reported 73% revenue growth to $68.1 billion and nearly doubled profits to $43 billion, with forecasts exceeding analyst projections and CEO affirming continued strong chip demand.
Tech industry
fromTechRepublic
1 week ago

The $120 Billion AI Machine: Nvidia's Blockbuster Year by the Numbers

Nvidia's annual profit surged from $4.4 billion three years ago to $120 billion last year, driven primarily by explosive demand for AI chips in its data center division.
more#nvidia-earnings
fromBusiness Insider
1 week ago

'Big Short' Michael Burry warns Nvidia is taking on risk that could be 'catastrophic'

To be clear, NVDA has been forced to place non-cancellable purchase orders well before demand is known. This new reality reflects a deliberate decision to lock up supply chain capacity further than Nvidia has ever done before. Nvidia's $117 billion in total supply obligations nearly matched its operating cash flow for the year ended January 25. This is not business as usual. This is risk.
Artificial intelligence
Artificial intelligence
fromFortune
1 week ago

Nvidia's Jensen Huang says tech's $700 billion AI capex is just the start of something far bigger | Fortune

Nvidia's massive AI chip revenue growth depends on hyperscalers' continued massive capital spending, raising questions about sustainability and whether this represents an unsustainable bubble peak.
Artificial intelligence
from24/7 Wall St.
1 week ago

TSMC Raises Dividend 28% While 38% Revenue Growth Reframes the Geopolitical Risk

TSMC raised its 2026 dividend 28% to TWD 23 per share while guiding 38% Q1 2026 revenue growth, demonstrating confidence in sustained AI chip demand despite geopolitical risks.
Tech industry
from24/7 Wall St.
1 week ago

Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026?

Intel has recovered from a multi-year downturn and now trades at a premium valuation based on expected earnings growth and government support, though execution risks remain.
Business
from24/7 Wall St.
1 month ago

Stock Market Live January 15: AI, Bank Earnings Lift S&P 500 (VOO) After 2 Days of Declines

Surging AI chip demand drove TSMC’s strong profits and stock gains while investment banks reported mixed earnings, lifting some financial shares.
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