Nvidia's Q4 proft was $12.3 billion.
It's full year revenue was up 126% y-o-y at $60.9 billion.
Q4 datacentre revenue was up 409% y-o-y at $18.4 billion.
Full year datacentre revenue was up 27% y-o-y at $47.5 billion.
Q1 revenues are forecast to be up 233% y-o-y at $24 billion plus or minus 2%.
At last night’s close, Nvidia’s market cap was $1.7 trillion.
Although its customers are scrabbling to find proprietary or merchant market alternatives, so far Nvidia looks as if it can out-run them on the tech with better chips, while offering them ASIC solutions tailored to their particular needs.
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Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A (1.8nm-class) process node to the next-generation 14A (1.4nm-class) technology.
After a two-year hiatus, Samsung Electronics is reportedly set to resume construction of its advanced semiconductor production facility, the P5 fab, located in Pyeongtaek. With continuous improvements
In a sharply bifurcated foundry landscape, TSMC continues to assert dominance, driven by surging AI demand, even as macroeconomic headwinds—including stronger tariffs and a strengthening New Taiwan do
