Google Vs. Nvidia: Inside The AI Hardware Showdown

Directly into AI infrastructure: servers, storage, power and cooling systems, along with a vast quantity of chips to support Search, Ads, YouTube, Gemini, and

Nvidia’s Jensen Huang isn’t feeling the “AI bubble”

After a strong earnings announcement Wednesday, the CEO said Nvidia’s business will benefit from several long-term tech transitions for the foreseeable future.

Nvidia’s earnings attest to its leadership in the AI race. By the numbers

Nvidia reported more eye-catching numbers for its fiscal third quarter Wednesday, with net income jumping 65% and revenue increasing 62% from a year earlier.

As AI leader Nvidia posts record results, Warren Buffett’s made a surprise bet on Google

If the AI bubble bursts, it could bring down some of the biggest tech companies – but perhaps not its most durable, like Google and Apple.

‘Off the charts’ demand for AI chips powers strong third quarter for Nvidia, calming worries of AI bubble

Analysts and investors widely expected the underlying demand for Jensen Huang’s AI chips, which has powered Nvidia results since ChatGPT’s launch in late 2022, to remain strong.
The Information

Nvidia Doesn’t See an AI Bubble as It Rakes In the Cash

Bubble? What bubble? Nvidia CEO Jensen Huang dismissed fretful talk about massive AI investment on Wednesday, extolling the benefits of AI for a wide variety of companies—from startups to big firms like Meta Platforms.
Investor's Business Daily on MSN

Dow Jones Futures Rise With Nvidia Earnings Key For AI Stocks; Google Strong

Dow Jones futures rose modestly early Wednesday, along with S&P 500 futures and Nasdaq futures, with investors looking ahead to Nvidia earnings.Early Wednesday, TargetTGT reported mixed Q3 results and cut the top end of its Q4 EPS target,
Feedback