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Nvidia reported record $81.6B Q1 revenue (+85% YoY) with strong guidance. Analyst Zourmpanos highlights Nvidia's shift beyond GPUs to a full AI stack platform, citing 40% upside potential and increas…
Nvidia shares fell sharply amid a broader AI stock pullback linked to geopolitical tensions and interest rate concerns, despite strong analyst optimism and product pipeline announcements signaling po…
Google commits $5 billion to India AI data centre project amid a booming sector, but resource constraints like power and water may disrupt growth prospects.
China banned Micron's chips in critical infrastructure, hurting its data center business. Nvidia and Intel face security accusations without action. Micron benefits globally from AI-driven demand, wh…