NVDA NVIDIA Corporation

NVIDIA Building UK’s Most Powerful Supercomputer, Dedicated to AI Research in Healthcare

NVIDIA Building UK’s Most Powerful Supercomputer, Dedicated to AI Research in Healthcare
EN
05/10/2020

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NVDANVIDIA Corporation

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Reports on NVIDIA Corporation

Antoine Legault ... (+2)
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  • Matthew Bryson
WDC Western Digital...
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Daily Views on Tech Headlines

Samsung, NVDA: Jensen Huang reportedly confirms Samsung’s HBM3e qualView: Per News1 Korea, Jensen has personally informed Samsung that its HBM3e has passed NVIDIA’s quality qualification tests and that NVDA intends to place orders. The two companies, in turn, are now reportedly fine-tuning details

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SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
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AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
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AMD ADVANCED MICRO DEVICES INC.
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Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
14h / 33m 14h / 33m 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
ORCL Oracle Corporat...
NVDA NVIDIA Corporat... ... (+5)

Oracle AI cloud margins: Much ado about nothing

The Information reported yesterday that Oracle’s AI cloud margins are in the high teens. Accounting for typical start-up costs, this aligns well with our analysis of the $300bn OpenAI contract. Please see the link for our analysis of Oracle's AI cloud economics over the next 10 years and the implications for overall gross margins.

ORCL ORACLE CORPORATION
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10/08/25 October 8, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines

we see limited impetus for manufacturers to shift lines to alleviate tight conditions (since there is tightness everywhere), a result that we believe will likely prolong shortages for older DRAM parts.Commercial Times, Economic Daily News

WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
10/08/25 October 8, 2025 1 EN

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