Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...

Key Points These leading AI players saw their shares skyrocket in the year prior to their stock splits, with levels reaching ...

The demand for Nvidia's data center GPUs is impossible to overstate. Between fiscal 2020 and fiscal 2025, the company's total ...

Nvidia's AI chip demand still booming but slowing sales growth worries investors. Nvidia NVDA.O forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence ...

Nvidia Corporation forecasts $45B Q2 FY2026 revenue, driven by AI innovations like Blackwell GB300. Click for my updated look ...

NVIDIA resumes shipping its H20 AI GPU into China, piggybacking its new B30 AI GPU for China later this year, thanks to US ...

Both CoreWeave and Nvidia are growth superstars. Both AI stocks look expensive at first glance, but their valuations need to ...

Nvidia's AI Business Sees Continued "Amazing" Demand. Nvidia's results for the fourth quarter of fiscal 2025 provided a dose of optimism during what has been a volatile few weeks for AI bulls ...

This AI-related demand is not only a source of growth for Nvidia, but it should also help the company sustain its bargaining power over customers and suppliers for longer than we previously estimated.

AI is driving revenue growth. Traditional AI techniques, such as machine learning, deep learning, natural language processing, and computer vision, were in high demand even before OpenAI released ...

Shortages of AI chips: In third-quarter earnings calls, both Microsoft and Meta lamented the shortage of Nvidia GPUs. “They are supply constrained, not demand constrained,” says Thornburg’s Sun.

LPL Financial Chief Global Strategist Quincy Krosby said Nvidia's results could be viewed as a "tell" for the AI spending outlook. Strong growth would indicate robust demand for AI infrastructure ...