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Luke Kawa
Posts
Nvidia’s Jensen Huang says the chip designer is getting closer to selling AI chips to China
The H200 saga’s runtime has long passed The Lord of the Rings Director’s Cut edition.
Nvidia keeps giving Wall Street everything it wants — without getting rewarded
Yet another case of good financial news from Nvidia failing to generate an enduring positive reaction.
Nvidia keeps giving Wall Street everything it wants — without getting rewarded
Yet another case of good financial news from Nvidia failing to generate an enduring positive reaction.
The emerging 2-tier system for moving oil through dangerous waters
The road less traveled, or the waters more mined.
Investors just raised the most cash since the March 2020 pandemic panic
It’s just a caution, though.
Nvidia surges after Jensen Huang sees at least $1 trillion in revenues through 2027
Jensen Huang is delivering the keynote address at Nvidia’s GPU Technology Conference in San Jose.
Oil’s retreat propels US stocks higher
A Pakistani-owned tanker passed through the Strait of Hormuz this weekend.
What Wall Street’s looking for from Jensen Huang’s keynote GTC address
GTC may stand for GPU Technology Conference, but investors are looking for Nvidia to go beyond GPUs.
When Jensen Huang speaks, Nvidia usually falls
High-profile events have been very bad for Nvidia lately.
Hon Hai’s profit miss is still good news for the AI boom
Revenues beat expectations!