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Despite Broadcom's margin concerns and Oracle's weak forecasts, Nvidia benefits from strong AI demand, cloud provider partnerships, and a 75% stock gain YTD, supporting optimistic medium-term growth …
Nvidia leads the AI chip market with strong demand and rising stock, despite Broadcom's margin concerns and Oracle's weak forecasts sparking tech selloffs.
Nvidia forecasted Q3 revenue of $54B, beating estimates but excluded H20 chip sales to China; shares fell amid China uncertainty. AI-driven data-center demand remains strong; company announced $60B b…