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President Trump has confirmed that the US government will receive 15% of the sale of Nvidia's ( NVDA) H20 chips to China. The ...
Nebius Group N.V. thrives with Nvidia partnership, gaining early access to AI tech, driving 625% YoY growth. Click for more ...
Advanced Micro Devices has made great strides in fleshing out its AI stack, including the acquisition of ZT Systems and the ...
Beijing has reportedly sent notices to a range of firms, including state enterprises and private companies, discouraging ...
Nvidia Corporation may surpass Q2 EPS estimates, but China market risks and high valuation raise concerns. Click for my NVDA ...
The chips in question are Nvidia's H20 and AMD's MI308. Both are advanced graphics processing units (GPUs) specifically developed to comply with export controls put in place by successive US ...
US stocks wavered on Thursday as Wall Street digested a much hotter-than-expected PPI inflation print, souring optimism ...
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CSCO Q2 Deep Dive: AI Demand and Product Refresh Shape Outlook Amid Margin Expansion
Networking technology giant Cisco (NASDAQ:CSCO) in Q2 CY2025, with sales up 7.6% year on year to $14.67 billion. The company expects next quarter’s revenue to be around $14.75 billion, coming in 0.8% ...
On Aug. 27, Nvidia reports Q2 FY 2026 (ending July 27) results, and some of the items I expect Nvidia to address could result ...
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While worries persist over the impact of shifting trade policy and higher tariffs on markets, the bigger risk may be the ...
The contribution from the server business to its revenue is set to grow further in the current quarter, as Foxconn expects a ...
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