Search results for ACIE
AI & Enterprise
Nvidia extends seven-session slide as hyperscaler reliance comes into focus ahead of results
Nvidia\'s quarterly results are putting renewed focus on its reliance on hyperscalers, with Wall Street watching whether revenue concentration among a few large customers tests long-term growth. Nvidia has split data center customers into hyperscalers and ACIE since May. Its shares have fallen for seven straight sessions as investors weigh whether major customers can keep increasing spending. Analysts expect ACIE growth to overtake hyperscalers and are also watching sales of the Vera Rubin system.
Industry
Memory shortage shadow looms over Computex 2026 as HBM4 supply race intensifies
Computex 2026, to be held in Taipei on June 2 to 5, carries the theme \"AI Together\" and will feature 1,500 companies across 6,000 booths. The article says a key focus is the fight to secure supplies of high-bandwidth memory HBM4 for next-generation AI accelerators, alongside sensitivity to DRAM and NAND price volatility. Keynotes from Nvidia, Qualcomm, Marvell and Intel are seen as signaling demand and supply conditions.
Industry
Nvidia posts $81.6 billion in first-quarter revenue as data centre growth drives results
Nvidia posted first-quarter revenue of $81.62 billion, extending its streak of record quarterly sales to 12. The figure rose 20 percent from the previous quarter and 85 percent from a year earlier, and beat an LSEG-compiled consensus estimate of $78.85 billion. Data centre revenue rose 92 percent to $75.2 billion, accounting for 92 percent of total sales. Adjusted EPS came in at $1.87. The company forecast $91 billion in second-quarter revenue, excluding China data centre sales.