Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by demand for AI and new Blackwell architecture.

While we estimate that AMD’s AI rival, Nvidia, will sell $30 billion of AI chips into China in calendar 2026, we do not yet ...

NVDA and AMD are in focus this morning after an unusual revenue-sharing deal with the U.S. government on AI chip sales to ...

Today, Nvidia announced Cosmos Reason, a new open, customizable 7 billion-parameter reasoning VLM for physical AI vision ...

Nvidia Corp. and Advanced Micro Devices Inc. plan to resume sales of some AI chips in China after securing Washington’s assurances that such shipments would get approved, a dramatic reversal ...

U.S. lifts chip bans for Nvidia, AMD, but China's SMIC says domestic demand for chips is 'perfectly' replacing foreign rivals ...

Ad verification company Integral Ad Science (NASDAQ:IAS) reported Q2 CY2025 results , with sales up 15.7% year on year to ...

Since 2024, Nvidia has spent $751.5 million on an array of properties near and next to its headquarters at 2788 San Tomas ...