Reports suggest that the trued-up backlog figure is closer to $307 billion, which should be recognized over the next year or so -- assuming there aren't any meaningful hiccups in Nvidia's supply chain ...
The Register on MSN
Nvidia-backed photonics startup Ayar Labs eyes hyperscale customers with GUC design collab
Who needs 600 kilowatt racks when a single computer can span entire datacenters? Exclusive Nvidia-backed photonics startup ...
Wall Street says this week’s tech sell-off is more about profit-taking and positioning than fading AI fundamentals.
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