The last time Nvidia's forward P/E hovered around 30 was last January. This is important to note because back in January 2024, Nvidia's market cap was $1.5 trillion -- approximately half of what it is ...
Huang questioned why data centers would build for the past when they can buy Nvidia’s chips to build for the future.
The RTX 50-series GPUs may have been the stars of the show this CES, but AI is Nvidia’s real bread and butter. In Nvidia’s perfect world, the PCs and games would all be subsumed by AI that ...
Gaming, once Nvidia's bread and butter, now accounts for just over 9% of its top line. That's why it is not surprising to see why analysts and investors take a keen interest in Nvidia's data ...
Wall Street was thinking, what’s good for AI chip maker NVIDIA is good for us – and Wednesday was another good day for NVIDIA ...
and with Nvidia sitting on a massive hoard of industrial wealth thanks to the AI boom, it looks like the latter is hoping for some serious expansion beyond its bread-and-butter GPU business.
the DeepSeek storyline is calling into question what demand trends are going to look like for AI infrastructure -- especially graphics processing units (GPU), which are Nvidia's bread and butter.
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