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Nvidia reports strong quarterly growth with three major customers representing 54% of revenue. AI hyperscalers drive 88% compute segment growth, though the company emphasizes customer diversification…
Nvidia faces Q1 earnings Wednesday with lofty expectations of $78.75B revenue (+79% YoY) and $1.77 EPS. Despite 28-quarter beat streak, risks include post-earnings volatility, margin pressures, inten…
Morgan Stanley and Wells Fargo strongly upgrade Nvidia ahead of Q3, citing breakout AI GPU demand and record revenue expectations, driven by hyperscaler investment and massive multi-year GPU orders.