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💫The World's Most Powerful Chip Nvidia Blackwell to Power the Next Generation of AI✨
Recent developments from Super Micro Computer (SMCI) and industry data provide critical insights into NVIDIA's financial trajectory, particularly regarding its Blackwell GPUs. Below is a detailed analysis incorporating market signals, financial projections, and competitive factors.
1. Blackwell GPU Demand and Revenue Potential
🎯 SMCI’s $40B FY2026 T...
Recent developments from Super Micro Computer (SMCI) and industry data provide critical insights into NVIDIA's financial trajectory, particularly regarding its Blackwell GPUs. Below is a detailed analysis incorporating market signals, financial projections, and competitive factors.
1. Blackwell GPU Demand and Revenue Potential
🎯 SMCI’s $40B FY2026 T...
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$Cisco (CSCO.US)$ will be reporting their fiscal second-quarter 2025 earnings on 12 Feb after the market close. CSCO is one of the more tech names to watch for earnings as their product and services are complementing what A.I. infrastructure building need.
Analysts expect CSCO to report earnings of 91 cents per share (+4.6% YoY) on revenue of $13.9 billion (+8.6% YoY).
With the CAPEX spending not reducing despite worry of slower...
Analysts expect CSCO to report earnings of 91 cents per share (+4.6% YoY) on revenue of $13.9 billion (+8.6% YoY).
With the CAPEX spending not reducing despite worry of slower...
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