Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours
Advanced Micro Devices Inc., the main challenger to Nvidia Corp. in the market for artificial intelligence processors …
Sources: Oracle pushed back the completion dates for some data centers it is building for OpenAI from 2027 to 2028, largely due to labor and material shortages
There clearly are no other fundamental issues w/ the scope and scale of Data Center investments! : D
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
TechInsights: Nvidia shipped ~3.76M data center GPUs in 2023, up from 2.64M in 2022; the total data center GPU market was 3.85M in 2023, up from ~2.67M in 2022
dominates business with 98% revenue share Muhammad Zuhair / Wccftech : NVIDIA's Data Center GPUs Shipments Crossed Reached Almost 4 Million in 2023, Gained 98% AI Market Dominance X: @hpc_guru : .@Nvi...
Nvidia reports Q4 revenue down 21% YoY to $6.05B vs. $6B est, Data Center revenue up 11% YoY to $3.62B, and Q1 revenue guidance above estimates; NVDA jumps 12%+
and plans to keep it that way as generative AI explodes Sean Hollister / The Verge : Nvidia is still making billions in Q4 2023 despite a giant drop in PC demand PC Gamer : Nvidia predicts explosive f...