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NVIDIA MARGIN OUTLOOK DISAPPOINTS INVESTORS Despite another blockbuster quarter, NVIDIA’s Q3 gross-margin guidance of 73.5–74.5% is below the ~75% analyst expectation, with some buy-side estimates as high as ~76.5%. Q2 gross margin was 75%, meaning margins are expected to decline as NVIDIA ramps next-generation products and faces higher memory/component costs.
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Nvidia strengthens alliance with MediaTek through $3.5 billion convertible bond deal
Nvidia tells me that GPT-6 Astra was trained entirely on Nvidia hardware
Nvidia CEO Jensen Huang on AI: We’re at the beginning of an industrial revolution, and the technology has become productive economic infrastructure.
Nvidia $NVDA is now back to being worth ~$1 Trillion more than any other company in the world
NVIDIA REACHES ONE OF THE LARGEST TECH INVESTORS GLOBE, WITH EQUITY INVESTMENTS HITTING $99 BILLION.
Nvidia’s $13 billion acquisition of Hugging Face is small change for a big impact, @DaveLeeBBG says (via @opinion)
Nvidia bets $13 billion on open AI models with Hugging Face deal
Nvidia’s $13bn deal cements its $5.5tn advantage
Nvidia buying Hugging Face for whopping $13B - behind Jensen Huang's bet for popular AI startup