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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Nvidia's 3-Year-Old H100 Chip Is Still Getting the Market to Pay Up, Jensen Huang Says Compute Is 'Fungible, Durable and Highly Rentable'
Benzinga18d agoneutral
Nvidia's 3-Year-Old H100 Chip Is Still Getting the Market to Pay Up, Jensen Huang Says Compute Is 'Fungible, Durable and Highly Rentable'

On Monday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang doubled down on his view that AI computing hardware is becoming a valuable, financeable asset as rental prices for the company’s older H100 GPUs continue to climb. Huang Calls Nvidia Compute a ‘Revenue-Generating Asset’ "NVIDIA compute is fungible, durable and highly rentable," Huang wrote in a post on X. "It is a productive, revenue-generating asset." NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-genera

Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs
Insider Monkey18d agoneutral
Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs

Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of that. On Wednesday, the custom AI chipmaker said it now expects AI chip revenue of about $115 billion in the fiscal year ending October 2027, up from a prior forecast of over $100 billion. Broadcom also expects […]