Demand for artificial intelligence (AI) chips, particularly ultra-powerful GPUs from Nvidia (NVDA 0.66%) used to train the most advanced AI models, appears to be insatiable. Nvidia's data center segment generated more than $30 billion in revenue during the third quarter alone, up by nearly a factor of 10 compared to two years ago. Tech giants are scrambling to build AI data centers packed with Nvidia's GPUs, spending untold billions on hardware.Up until now, each new AI model to come out of OpenAI, one of t ...

Nvidia's (NVDA 0.66%) strong artificial intelligence (AI)-related growth has driven the shares up 179% so far in 2024, at the time of this writing. The stock trades at a high price-to-earnings ratio of 55, so investors understandably have high expectations for growth heading into the new year.However, Nvidia's new Blackwell generative AI architecture platform, which is expected to trigger the next wave of demand for the company's Blackwell graphics processing unit (GPU) chips, may not fully ramp up until th ...

证券时报e公司讯，有投资者在互动平台向广合科技(001389)提问，广合科技市场部副总经理王峻11月8 日在2024电子半导体产业创新发展大会上接受媒体采访时表述，公司AI服务器产品通过了英伟达GB200 芯片相关认证，请证实。 广合科技回复，经核实，公司副总经理王峻在题述采访时表示公司服务器PCB产品通过了英伟达GB200 芯片的一些产品认证，指公司相关的AI服务器PCB产品通过了下游ODM客户的认证，产品尚处于研发 和样品制作阶段。 目前市场上的AI服务器PCB产品大多都使用英伟达GPU，但非所有的AI服务器PCB产品都要获得英伟达 的"制造授权"，只要客户遵守市场政策和条款即可。 公司暂未通过英伟达客户认证，请投资者注意投资风险，切勿盲目跟风炒作热点。 ...

Back when Nvidia (NASDAQ: NVDA ) reported its fiscal 2025 Q2 results, it announced that production of its forthcoming Blackwell processors for data center AI acceleration would be delayed to fiscal Q4. At the time, there was concern about theMark Hibben has a masters in Electrical Engineering from USC and is an independent iOS developer utilizing his experience working in the technology sector to inform his investing decisions. He is the leader of the investing group Rethink Technology .Analyst’s Disclosure ...

郭明錤：受益英伟达GB200订单需求 美国电阻龙头MOSFET产能满载 《科创板日报》27日讯，知名分 析师郭明錤最新报告显示，受益英伟达GB200订单情况超乎预期，美国电阻公司威世(Vishay)目前2025 年的MOSFET产能已满载，预计将贡献营收约20–30%，毛利率高于平均水准。 此外，郭明錤指出，GB200大量采用Vishay的vPolyTan（聚合物钽电容），目前在2025年已面临供不应 求，预计此产品毛利率显著高于平均水准。 ...

Should Nvidia stock investors be worried?In today's video, I discuss recent updates impacting Nvidia (NVDA 0.59%). To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Nov. 25, 2024. The video was published on Nov. 25, 2024. ...

After an incredible rally in 2023, Nvidia Corporation (NASDAQ: NVDA ) has rallied by another 186% so far this year. Various investors will have bought Nvidia stock at different stages of the phenomenal rally over the past two years, hopingStriving to uncover long-term investment opportunities (10+ years) through in-depth research and analysis. Nexus Research seeks to evaluate and compare business strategies to determine a company’s potential for market penetration, revenue growth and profit margin expansion ...

In my previous article about Nvidia Corporation (NASDAQ: NVDA ), “ Nvidia Is About To Beat Estimates Again ” I made a strong case for Nvidia's continued dominance in the AI chip market and predicted they would exceed Q3 expectations.We bring a rigorous research-driven approach to uncovering high-conviction stocks with compelling growth potential across dynamic sectors like big tech, semiconductors, AI, and healthcare. Leveraging comprehensive sector insights, We analyze both low-risk and selective high-risk ...

I only buy strong businesses. I only buy them when they're cheap. Backgrounds in economics, philosophy, government, data. I started my investing journey with a fairly concentrated portfolio of Canadian dividend payers in the telecom, pipeline and banking industries. I have moved forward through different industries including payments, US regional banking, Chinese and Brazilian equities, REITs, technology companies and a few other emerging market opportunities, as well as microcap through to megacap range. I ...

Here's why Nvidia and Taiwan Semiconductor look poised to continue their strong runs.With 2024 starting to wind down, it appears it is going to be a very good year for the stock market, with the S&P 500 up about 24% year to date as of this writing. Tech stocks, in particular, have had a good run, with many benefiting from the advent of artificial intelligence (AI).Two standouts this year in the semiconductor space have been Nvidia (NVDA -4.18%) and Taiwan Semiconductor Manufacturing (TSM -2.63%), or TSMC fo ...