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While hyperscalers remain the largest customers for NVIDIA's data center unit, other segments such as AI clouds, industrial, and enterprise customers grew at a faster rate quarter-over-quarter.
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May 21
NVIDIA is transitioning its financial reporting to a new framework with two main segments: Data Center and Edge Computing.
Official source
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May 21
NVIDIA forecasted revenue of $91 billion for the three months ending in July, exceeding the analyst average estimate of $87 billion.
Official source
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May 21
Dina Bass of Bloomberg News observes that major NVIDIA customers like Google and Amazon are actively trying to expand the workloads they can run on their own custom chips.
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May 21
NVIDIA has invested as much as $2.1 billion in the data center developer IREN.
Official source
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May 21
NVIDIA stated that it made no shipments of its data center Hopper products to China in the most recently reported quarter.
Official source
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May 21
Jay Goldberg of Seaport Research Partners has a sell rating on NVIDIA stock with a 12-month price target of $140.
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May 21
NVIDIA invested up to $2.1 billion in the data center developer IREN.
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May 21
While hyperscalers are still NVIDIA's biggest customers, sales to AI clouds, industrial, and enterprise customers grew at a faster rate quarter-over-quarter.
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May 21
Jay Goldberg of Seaport Research Partners has a price target of $140 for NVIDIA stock.
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May 21
NVIDIA's new 'Edge Computing' reporting segment will include sales for PCs, game consoles, and robotics.
Official source
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May 21
NVIDIA provided a sales forecast of $91 billion for the three months ending in July.
Official source
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May 21
NVIDIA is changing its financial reporting structure to two segments: 'Data Center' and 'Edge Computing'.
Official source
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May 21
Google and Amazon are trying to expand the workloads they can put on their own custom chips and encourage their cloud customers to use them over NVIDIA GPUs.
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May 21
Jay Goldberg of Seaport Research Partners is the only analyst tracked by Bloomberg with a sell rating on NVIDIA stock.
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May 21
Analyst estimates for NVIDIA's revenue forecast averaged $87 billion, with some projections as high as $96 billion.
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May 21
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