Chipmakers extend rally as data-center orders beat expectations
Supply commitments through 2027 point to sustained demand for accelerated compute, with hyperscaler capex guidance revised upward again.
NVIDIA Corporation
$141.87+3.61%
$141.87+3.61%
NVIDIA is a full-stack accelerated computing company whose graphics and data-center platforms power gaming, professional visualisation, automotive and large-scale AI training and inference workloads.
NVIDIA is a full-stack accelerated computing company whose graphics and data-center platforms power gaming, professional visualisation, automotive and large-scale AI training and inference workloads.
The interesting part of this print isn't the top line, it's that gross margin held while mix shifted toward the lower-margin segment.