GPUs, foundries, memory and the supply chain behind AI.
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Colette Kress will lead Nvidia’s first earnings call without Jensen Huang since the company went public in 1999. The business numbers going in are enormous; the questions will be about leadership, China and confidence.
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Intel more than doubled in April on Terafab and AI-driven CPU demand, then lost 45% in October after weak guidance and a deadly fab explosion. The taxpayer-backed foundry bet still needs a flagship customer.
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Nvidia’s second-quarter results showed revenue up 106% year on year, almost all of it from data centres, and guidance of $108 billion for the next quarter, without any China data-centre sales.
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At Computex in Taipei, Nvidia announced RTX Spark, a Windows PC processor built with MediaTek, alongside a desktop AI workstation for Windows and a reference humanoid robot.
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At GTC in March, Nvidia launched the successor to Blackwell: a platform built from seven chips, including a Groq-designed inference processor, that it says delivers up to 10 times more inference throughput per watt.
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Demand for AI servers sent DRAM contract prices up by as much as 90% to 95% in a single quarter. By November the rises were slowing for PCs, but not for the data centres causing them.