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Nvidia Risks Losing Up To $10 Billion In Annual Data Center Revenue Amid CapEx Slowdown, China Decoupling, Warns Analyst
Tuesday, May 6, 2025 - 7:59am | 531Piper Sandler analyst Harsh Kumar has projected a potential data center annual revenue loss of $9.8 billion for Nvidia Corp. (NASDAQ:NVDA) due to a slowdown in capital expenditure (capex) and an ongoing decoupling from China. What Happened: Kumar’s latest sensitivity analysis indicates a...
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Nvidia's Jensen Huang Says AI Revived San Francisco, Predicts The GPU-Driven Revolution Will Change 'Every Job'
Tuesday, May 6, 2025 - 7:32am | 556Nvidia Corp. (NASDAQ:NVDA) chief Jensen Huang says artificial intelligence has rewritten the tech stack — and given the Bay Area a second wind. What Happened: “What used to be human‑coded software running on CPUs are now machine‑learning–generated software running on GPUs,” he told Hill...