“On the earnings call, Murphy put the company's new revenue outlook for fiscal 2027 at about $12 billion, compared with the previous about $11.5 billion. He also raised the outlook for…”
“Murphy's release points to significant acceleration in the custom business starting in the second half of fiscal 2027.”
“Nadella also emphasized that AI demand continues to outpace supply, despite the ongoing investments into data centers and other infrastructure.”
“Musk said Tuesday on the company's earnings call that AMD's AI chip rival had "the best architecture" and touted the close cooperation and partnership with Nvidia.”
“We have research that is worthy of scaling up, and having access to a big NVIDIA computer will let us do so. We’re incredibly proud to be partnering with Jensen and the NVIDIA team, and we…”
“Musk told Baron Capital founder Ron Baron that he's building an artificial intelligence (AI) chip that will be "two to three times better than Nvidia" and at 10% of the cost.”
“I have the entire physical design of the chip laid out in memory -- I can visualize the whole thing.”
“But there was a very interesting part of my conversation with Mensch, where he revealed for the first time, that Mistral is exploring designing its own chips.”
“access to compute, GPUs and token generation is becoming a strategic issue for businesses and governments”
“cross-sectionally inefficient”
“Baker goes on to conclude that if the multiples on stocks like Coherent and Lumemtum are correct, then memory and Nvidia stocks should go a lot higher.”
“This is not perishable demand, to be clear. This is demand that is firm, sustaining, and very, very robust. Agentic AI puts a huge amount of pressure on the CPU to do all the work around…”
“These chips take a while to design. They take a while to build. They take a while to get through the entire pipeline. So we are working with our partners in TSMC for months, if not years,…”
“Confident AI data center demand is going to continue”
“Haas said Arm expects the new chip to generate roughly $15 billion in annual revenue by 2031, with total annual revenue of $25 billion and earnings per share of $9.”
“We may be under-calling that number. I think the demand is higher than we think it is.”
“So first of all, the reason why extreme co-design is necessary is because the problem no longer fits inside one computer to be accelerated by one GPU.”
“Install base defines an architecture. Not… Everything else is secondary, okay?”
“The focus has been on picking the right silicon — another shorthand term for semiconductor — that offers "the best price performance" per chip.”
“Advanced Micro Devices CEO Lisa Su said China is a "large opportunity" market for the semiconductor and artificial intelligence industry even as export controls and evolving tariff plans…”