Keep pulling the thread on S&P 500.
Nebius reported approximately $6 billion in CapEx last year and plans to increase it to around $20 billion in the upcoming year.
According to investor Gavin Baker, the world faces fundamental shortages of both electricity (watts) and semiconductor wafers that may take years to resolve, potentially preventing an overbuild of AI infrastructure.
Morgan Stanley predicts that by 2027, Samsung will become the most profitable company in the world, surpassing Google.
Salesforce announced a new $50 billion share repurchase program.
NVIDIA reported Q4 revenue of $68.1 billion and earnings per share (EPS) of $1.62.
NVIDIA reported a Q4 gross margin of 75%.
NVIDIA's Q4 data center revenue was $62.3 billion.
NVIDIA guided for Q1 fiscal year 2027 revenue to be approximately $78 billion, representing an 80% year-over-year growth rate.
NVIDIA's Q1 revenue guidance does not assume any data center compute revenue from China.
NVIDIA's data center business generated $194 billion in revenue for the full fiscal year, a 68% increase year-over-year.
NVIDIA expects sequential revenue growth throughout calendar year 2026, exceeding the previously shared $500 billion opportunity for its Blackwell and Rubin platforms.
NVIDIA's GB300 and VL72 systems achieve up to 50 times better performance per watt and a 35 times lower cost per token compared to its Opera platform, according to results from Inference X.