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NVIDIA's Q2 fiscal 2026 data center revenue surged 56% to $41.1B, led by Blackwell adoption and hyperscaler orders; US export approval and China-focused product plans strengthen the outlook.
AMD sees strong EPYC and Instinct demand and raised Q3 guidance, but an $800M MI308-related write-down, export controls and stretched valuation cloud near-term prospects while NVIDIA’s accelerating A…
Zacks praises NVIDIA’s AI-driven data center growth and GPU demand, citing Ada/Blackwell adoption and automaker collaborations, while flagging supply constraints, rising costs and competition from AM…
Zacks spotlights Broadcom's AI-driven product shipments and robust semiconductor revenue outlook while noting strong demand for NVIDIA's data‑center chips and Blackwell platform; AMD is rolling out c…