Hyperscale Data declares monthly preferred dividends; record date May 31, payment June 10TradingView·May 18 at 03:53 PMGPUS-4.86%
AMD (Trans): CPU/GPU mix converging to 1:1; server CPU TAM raised to 120bnMay 5 at 10:29 PMGPUS-4.86%AMD-2.29%
Hyperscale Data Declares Monthly Cash Dividend of $0.2708333 per Share of 13.00% Series D Cumulative Redeemable Perpetual Preferred Stock | GPUS Stock NewsStockTitan·Mar 19 at 09:01 PMDTCR-0.77%GPUS-4.86%
NVDA (GTC Trans): LPU re-architects AI inference; AI factories aim for space---Mar 17 at 02:40 AMGPUS-4.86%VERA+0.82%
NVDA FY4Q26 First Take: another strong print.Revenue rose QoQ by $11.1bn, largely driven by Data Center as Blackwell moved into mass production.GPM recovered to 75%. For next quarter, the company guides revenue to $78bn (+/-2%), implying another ~$10bn QoQ increase and beating raised buy-side estimates ($73-76bn).Current flagship products are B300/GB300, and with Rubin launching in 2H, management expects high growth to continue. Jensen Huang has outlined the AI outlook, targeting cumulative Blackwell + Rubin shipments of 20 mn units by end-2026 (roughly $500bn in revenue).As a result, investors are not worried about FY2027 performance. Beyond near-term results, the market is focused on NVDA's mid- to long-term competitiveness in AI chips.As large models shift focus from training to inference, customers weigh compute alongside cost-efficiency, and ASIC competitors present potential risks to NVDA GPUs' high share and margins.Under these concerns, NVDA faces strong growth yet a valuation that has been slow to re-rate.More importantly, management needs to ease investor worries and reinforce mid- to long-term confidence.For more details, follow Dolphin Research's upcoming commentary and management Trans.$NVIDIA(NVDA.US) $NVDA 2X Long ETF(NVDL.US) $Direxion Daily NVDA Bear 1X ETF(NVDD.US)Feb 25 at 05:24 PMNVDL-3.20%NVDD+1.65%
ByteDance to spend RMB 14bn on NVDA GPUs; AMZN to invest $50bn in U.S. Gov. AI | Daily News RecapDec 31, 2025 at 03:09 AMNVDA-1.56%AMZN-4.57%
NVIDIA (Minutes): Target gross margin for next year is 75%, collaboration with OpenAI is not blindNov 19, 2025 at 09:14 PMMSFT-2.24%002245+0.71%
