Dell, Hewlett Packard, Super Micro Set To Benefit From Nvidia's AI Chip Ramp

JPMorgan analyst Samik Chatterjee on Thursday noted that Nvidia Corp's NVDA first-quarter reported revenue tracked modestly ahead of consensus. In contrast, the fiscal second-quarter of 2025 revenue outlook tracked largely in line with consensus.Total revenues grew +12% Q/Q and +69% Y/Y, tracking to $44.1 billion in the fiscal first-quarter of 2026 (versus consensus of $43.3 billion and guidance of $42.1 billion-$43.9 billion).Datacenter revenue tracks to $39.1 billion (+10% Q/Q and +73% Y/Y), including Com ...