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Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ

Google planning to offer TPUs on premise? Our quick take.

The information reported overnight that Google is seeking to expand its TPU business by giving customers the option of on-premise use. Read for our take.

Pierre FerraguÊ
  • Pierre FerraguÊ

AI bubble?, Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekl...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | MU, SNDK, AVGO, NVDA, SIMO

For hardware, we see the "winners" in models as less important (though Google supremacy would seemingly be better for AVGO given its role in supporting the cloud giant's TPU efforts), with rather the more essential piece being continued advancement and increased use of inference (revenue generating

 PRESS RELEASE

NVIDIA Announces Upcoming Event for Financial Community

NVIDIA Announces Upcoming Event for Financial Community SANTA CLARA, Calif., Nov. 20, 2025 (GLOBE NEWSWIRE) -- NVIDIA will present at the following event for the financial community: UBS Global Technology and AI ConferenceTuesday, Dec. 2, 6:35 a.m. Pacific time Interested parties can listen to the live audio webcast of NVIDIA financial presentations at . Webcast replays are available for 90 days afterward. About NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing. For further information, contact:NVIDIA Corporate CommunicationsNVIDIA Investor Relations    © 2025 N...

Pierre FerraguÊ
  • Pierre FerraguÊ

Nvidia 3FQ26: beat & raise reassures; material further upside ahead. B...

Nvidia reported 3FQ26 yesterday. Please click the link for our take on the print.

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt
 PRESS RELEASE

NVIDIA Announces Financial Results for Third Quarter Fiscal 2026

NVIDIA Announces Financial Results for Third Quarter Fiscal 2026 Record revenue of $57.0 billion, up 22% from Q2 and up 62% from a year agoRecord Data Center revenue of $51.2 billion, up 25% from Q2 and up 66% from a year ago SANTA CLARA, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago. For the quarter, GAAP and non-GAAP gross margins were 73.4% and 73.6%, respectively. For the quarter, GAAP and non-GAAP earnings per d...

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