The market just told Marvell that beating estimates by 12% and projecting 45% growth over two years isn't enough anymore. Marvell hit $2.74B in Q2 revenue, up 37% year-over-year, driven almost entirely by data center AI chip demand
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Nvidia just told Wall Street to recalibrate — 70% growth isn't a typo, it's the new baseline for compute infrastructure in the agent economy. Nvidia forecasts 70% revenue growth for next fiscal year, blowing past analyst estimates and signaling enterprise AI spend is accelerating, not plateauing
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The company selling the shovels for the AI gold rush is now also financing the miners, and Wall Street wants to know if that's genius or desperation. Nvidia projects 70% sales growth next year, riding a relentless AI infrastructure build-out that pushed data centre revenue up 117% last quarter
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The stock market closes at 4pm EST because someone rang a bell in 1903, and we've been pretending that makes sense ever since. Token Terminal listed NVDAc, a tokenized version of Nvidia stock that trades 24/7 on Base, while Aerodrome Finance enabled weekend trading of the same asset
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The people building the agent economy just got invited to the table where countries decide how it gets regulated.
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The bond market is learning what venture capitalists already know: AI infrastructure costs real money, and someone has to believe in the payoff before it arrives.
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The four horsemen of the AI apocalypse walk into a G20 meeting — except this time they're setting policy, not pitching it.
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The AI boom just ate your next iPhone's lunch money. Nvidia is halving memory capacity on its upcoming Vera CPU (1.5TB down to 768GB) and downgrading HBM memory in Rubin Ultra systems due to supply constraints, not reduced need.
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Nvidia just bet its guidance on a thesis that most of infrastructure hasn't even started the real build yet. Nvidia issued a bullish sales outlook for fiscal 2028, signaling chipmaker confidence that AI infrastructure spending has years of runway left
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The entire AI infrastructure bet just survived its first real earnings stress test—and $280 billion in market cap hung in the balance. Nvidia shares surged 8% after beating earnings expectations, lifting not just tech stocks but bitcoin and AI infrastructure companies across the board
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Nvidia just told us who's really building the agent economy—and it's not the usual suspects. Nvidia's non-hyperscale cloud customers now account for roughly half of data center revenue, marking a major shift from the company's traditional hyperscaler dependency (AWS, Google Cloud, Azure)
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A Chinese AI lab just turned anonymous benchmarking into nationalist theater, and the market ate it up. Z.ai revealed Wednesday that Ox Alpha, the mysterious model that topped usage charts, was actually its new GLM-5.3-Flash running on domestic Chinese AI chips
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The company building the infrastructure for every AI agent just proved demand is real, and the market shrugged. Nvidia beat fiscal Q2 estimates and guided to $108 billion in revenue next quarter, confirming AI infrastructure demand remains white-hot
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The feds just figured out they need to go after the shippers, not just the buyers. US authorities are investigating Singapore-based Apex Logistics for allegedly smuggling Nvidia AI chips to China, marking the first potential enforcement action against a logistics company in the semiconductor trade.
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The company that built the AI gold rush is now running uphill just to stay ahead of the crowd it created. Seaport analyst Jay Goldberg says Nvidia faces more downside risk than upside potential heading into Q2 earnings, with competition intensifying across the AI chip landscape
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The memory boom isn't coming — it's forcing companies to pour concrete and bet billions that AI's appetite for storage has no ceiling. Kioxia is building a new chip fabrication facility in Iwate, Japan to expand production capacity for AI storage needs
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The AI buildout just hit puberty — investors are done buying promises and now demand proof of progress. Aswath Damodaran calls this AI's "bar mitzvah moment" — investors shifting from faith-based valuations to evidence-based returns following Nvidia's latest earnings
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The same chip company now finances the purchases that drive its "growth," and Wall Street is still applauding. Nvidia projects 70% revenue growth next year, driven by a data center division that grew 117% last quarter as customers race for AI computing power
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The AI infrastructure buildout just got a three-year runway extension, and the skeptics who thought capital expenditure would plateau in 2027 need new math. Nvidia CFO Colette Kress projects 70% revenue growth in fiscal 2028, pushing the AI spending supercycle timeline well past analyst expectations
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Jensen Huang just printed $60 billion in profit in three months, and he says next quarter's going to be bigger. Nvidia posted $96.2 billion in Q2 revenue, up $10 billion from last quarter, with guidance of $108 billion for Q3
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