Tag

#Nvidia

Articles tagged Nvidia.

Nvidia Reports Q1 Tuesday. Consensus Is $78.8B on Revenue. Blackwell Is Already 70% of Data Center.
Markets & Money

Nvidia Reports Q1 Tuesday. Consensus Is $78.8B on Revenue. Blackwell Is Already 70% of Data Center.

Nvidia FY27 Q1 earnings hit May 20. Wall Street expects $78.8B in revenue, $1.77 EPS. Blackwell is the print to watch.

Sam Whitaker
Anthropic Just Locked In SpaceX's Entire Colossus 1 Data Center
AI & ML

Anthropic Just Locked In SpaceX's Entire Colossus 1 Data Center

Anthropic signed an agreement for the full capacity of Colossus 1: 300 MW and 220,000 Nvidia GPUs in a single-tenant facility.

Maya Iverson
Nvidia Has Quietly Become a $40 Billion Strategic Investor
Big Tech

Nvidia Has Quietly Become a $40 Billion Strategic Investor

Nvidia is up to $40B in strategic equity bets across its supply chain and customers in 2026, about half a year of free cash flow. The photonics names show where it expects the next bottleneck.

Sam Whitaker