ChipsCNBC Techabout 2 hours ago
Nvidia's hyperscaler reliance faces earnings test
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Nvidia's fiscal second-quarter earnings report arrives Wednesday with hyperscaler concentration under scrutiny. First-quarter hyperscaler sales hit $37.9 billion versus $37.5 billion in ACIE revenue. Amazon, Alphabet, Meta, SpaceX, and Tesla reported negative or dwindling cash flow. Nvidia unveiled a $500 billion GPU financing program with six financial firms.
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