News

Nvidia CEO Jensen Huang: Vera CPU’s $20 billion estimate is for standalone CPU sales and does not include combined sales with Rubin chips.

NVIDIA CEO Jensen Huang: SRAM-based AI chips, including its own products, will be a niche product for a period of time.

Nvidia CEO Jensen Huang: Our growth rate should exceed the capital expenditure growth rate of very large-scale enterprises.

NVIDIA (NVDA.O) CFO: The full-year tax rate for fiscal year 2027 is expected to be 16% to 18%, lower than initial expectations.

Nvidia (NVDA.O) CFO: The company is confident in its forecast for Blackwell and Rubin chips to achieve $1 trillion in revenue between 2025 and 2027.

NVIDIA (NVDA.O) CFO: Now has more than $100 billion in repurchase authorization.

NVIDIA (NVDA.O) CFO: Edge computing demand fell slightly due to rising memory prices.

Nvidia (NVDA.O) CFO: CPU revenue is expected to reach US$20 billion this year. Vera CPU gives the company access to a $200 billion addressable market for CPUs.

NVIDIA (NVDA.O) CFO: Production and shipment of Vera Rubin is expected to begin in the second half of this year.

NVIDIA (NVDA.O) CFO: All major hyperscale enterprises, cloud service providers and model developers are using NVIDIA's Blackwell platform.

NVIDIA (NVDA.O) CFO: The model layer growth momentum of Anthropic and OpenAI is particularly strong.

NVIDIA (NVDA.O) CFO: The application of products and services based on artificial intelligence is accelerating. Artificial intelligence is now a necessity to increase productivity.

NVIDIA (NVDA.O) CFO: H100 GPU rental prices have increased by 20% year to date.

Moody's announced the completion of its periodic review of the U.S. federal government's ratings.

SpaceX IPO underwriters include Goldman Sachs, Morgan Stanley, BofA Securities, Citigroup, and JPMorgan Securities.

U.S. Securities and Exchange Commission (SEC) documents show that SpaceX had revenue of $4.694 billion in the first quarter and an operating loss of $1.943 billion.

SpaceX files an S-1 registration statement (IPO application) with the U.S. Securities and Exchange Commission (SEC).

NVIDIA (NVDA.O): Our global supply chain for networking products has not been significantly affected by the conflict in the Middle East.

Moody's: Changed Mexico's outlook to stable from negative.

Moody's: Mexico's economic growth is expected to remain subdued in the short term.