semiconductor / news / / International Business Times
NVIDIA Corp. shares rose more than 1% Friday, climbing to $200.67 in midday trading.
NVIDIA's data center revenue hit $39.1 billion last quarter, up 73% year-over-year.
KEY POINTS
- The new Blackwell architecture is ramping at the fastest pace in NVIDIA's history.
- Expectations for lifetime sales of Blackwell and Rubin platforms are projected in the trillions.
- NVIDIA faces margin and China-related headwinds, prompting analysts to trim data center forecasts slightly.
- Upcoming earnings from TSMC and ASML could influence investor sentiment toward NVIDIA's growth trajectory.
COMPANIES
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