Mizuho Americas Managing Director Jordan Klein discusses how Nvidia taking a stake in Intel would be “bad” for AMD and why it can add pressure to...
Bloomberg’s Caroline Hyde discusses US plans to revoke waivers granted to Samsung and SK Hynix that authorized them to move some equipment from China without a...
Sands Capital Portfolio Manager Daniel Pilling says Nvidia’s growth is likely still to come from hyperscalers. He speaks with Caroline Hyde on “Bloomberg Tech.” ——– Like...
Selling AI chips to China is like giving a rival access to your research and development lab, says former White House Chief Information Officer Theresa Payton....
Nvidia’s CFO tells investors that the company can’t pay the US 15% of its chip sales to China until the plan is formalized and warns of...
Nvidia CEO Jensen Huang and CFO Colette Kress comment on the company’s forecast for the current period and prospects in China. Nvidia said sales will be...
Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Nvidia earnings and offers his outlook for AI. During a conference call with analysts Wednesday, the...
Nvidia’s lead over the competition makes it difficult for investors to hedge against it, according to Fiona Cincotta, senior analyst at City Index Financial Markets. Cincotta...
Bloomberg’s Caroline Hyde discusses AT&T’s plans to buy EchoStar’s spectrum licenses for about $23 billion. Plus, President Trump is vowing tech curbs and tariffs on countries...
Analysts are too low in their estimates for Nvidia, according to I/O Fund Lead Tech Analyst Beth Kindig. She discusses her expectations for Nvidia’s growth with...