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Business
fromwww.businessinsider.com
2 days ago

'Big Short' investor Michael Burry sounds the alarm on Nvidia stock and AI 'tokenmaxxing'

Nvidia faces heightened downside risk from weak trading activity, limited hedging, and extreme customer concentration that could trigger sharp demand shocks.
fromFortune
8 months ago
Artificial intelligence

Two mystery customers alone were responsible for nearly 40% of Nvidia's quarterly revenue

Business
fromwww.businessinsider.com
2 days ago

'Big Short' investor Michael Burry sounds the alarm on Nvidia stock and AI 'tokenmaxxing'

Nvidia faces heightened downside risk from weak trading activity, limited hedging, and extreme customer concentration that could trigger sharp demand shocks.
fromFortune
8 months ago
Artificial intelligence

Two mystery customers alone were responsible for nearly 40% of Nvidia's quarterly revenue

more#nvidia
from24/7 Wall St.
5 months ago

Broadcom Reports Strong AI Revenue Surge but Shares Drop on Guidance Warning

The numbers looked solid on the surface. Q4 revenue hit $18.02B, topping the $17.49B estimate, while adjusted EPS of $1.95 beat the $1.87 consensus. AI semiconductor revenue surged 74% year over year, and management guided Q1 revenue to $19.1B, well above the $18.27B Street estimate. Tan projected AI chip sales would double to $8.2B next quarter. But CFO Kirsten Spears flagged a problem that sent the stock lower.
Artificial intelligence
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