Nvidia’s latest earnings did little to silence market jitters, but CEO Jensen Huang’s vision stretches far beyond a single quarter. His forecast that AI infrastructure spending could reach US$3 to $4 trillion by 2030 reframes the conversation from near-term guidance misses to a generational opportunity. Investors who fret over quarterly deceleration risk missing the larger … [Read more...] about AI’s Investment Super-Cycle Is Only Beginning
Nvidia Earnings: Investor Jitters but AI Growth Story Remains Intact
Nvidia’s latest quarterly report arrived with all the spectacle that markets have come to expect from the company powering much of today’s artificial intelligence revolution. The chipmaker delivered record revenue of nearly $47 billion, a staggering 56% increase year-on-year, along with adjusted earnings per share that easily cleared Wall Street forecasts. A $60 billion buyback … [Read more...] about Nvidia Earnings: Investor Jitters but AI Growth Story Remains Intact
Nvidia’s Growth Surge Eases as Market Anticipates a New Normal
For much of the past two years, Nvidia’s financial story has been one of exponential growth fueled by insatiable demand for artificial intelligence chips. The company’s revenue trajectory resembled a rocket launch, with sales doubling and even tripling on a year-over-year basis throughout 2024 and into early 2025. However, the latest figures suggest the era of eye-popping gains … [Read more...] about Nvidia’s Growth Surge Eases as Market Anticipates a New Normal
Broadcom’s Bet on NVIDIA AI Integration Could Reshape Its Growth Narrative Ahead of Earnings
Broadcom Inc. (NASDAQ: AVGO) is quietly positioning itself at the epicenter of enterprise AI adoption. The company’s latest announcement — expanding VMware Cloud Foundation (VCF) to support NVIDIA’s Blackwell GPUs and advanced networking technologies — underscores a strategic bet that AI is no longer confined to hyperscalers and cloud titans, but is rapidly filtering into the … [Read more...] about Broadcom’s Bet on NVIDIA AI Integration Could Reshape Its Growth Narrative Ahead of Earnings
Broadcom’s Quiet March Toward AI Supremacy
Broadcom has long been seen as a workhorse in the semiconductor industry, quietly building the plumbing of the digital economy—networking chips, connectivity solutions, and infrastructure software—while ceding the limelight to flashier rivals. But UBS’s latest upgrade, which raised its price target on the stock from $290 to $345, marks a turning point. With shares hovering near … [Read more...] about Broadcom’s Quiet March Toward AI Supremacy