Developing story · 2 episodes · 16 Sept to 30 Sept
AI Chip Race Revenue Targets Market Moves
The saga chronicles the AI chip industry's push toward AGI, highlighting Arm's confidence in a $2B revenue target and Nvidia's stock rally amid CoreWeave's Vera Rubin deployment. After the latest episode, the market remains bullish, with Nvidia shares near May highs and expectations for rapid AI adoption.
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Nvidia CEO Jensen Huang drives 17% q3 stock surge
Nvidia CEO Jensen Huang was highly visible in Q3, appearing in an earnings call, media interviews, tech conferences, and dinner/lunch events with President Trump. He reportedly spent $12.9B to buy…
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Arm CEO Boosts Confidence in $2B AGI CPU Revenue Target
Arm Holdings’ chief executive Rene Haas told CNBC’s Jim Cramer that the company’s new data‑center chip, the AGI CPU, is on track to hit a $2 billion revenue goal. The chip marks Arm’s first in‑house…
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