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Zacks Investment Ideas feature highlights: NVIDIA, Apple, Alphabet, Meta Platforms and Advanced Micro Devices [Yahoo! Finance]
Last apple inc. earnings: 4/30 04:30 pm
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US:NASDAQ Investor Relations: investor.apple.com
Welcome back to The Week in AI. I'm Kevin Cook, your field guide and storyteller for the fascinating arena of artificial intelligence. On Friday, my colleague Ethan Feller and I ran through a dozen developments that are transforming the economy right before our eyes. Here were 7 of the highlights... 1) Jensen at NVIDIA GTC Paris: "We are going to sell hundreds of billions worth of GB200/300." CEO Jensen Huang has forecast spending on AI-enabled data centers will double to $2 trillion over the next four to five years. As Grace Blackwell systems deploy, with 208 billion transistors per GPU -- or nearly 15 trillion per GB200 NVL72 rack system -- NVIDIA engineers are building the roadmap for Rubin and Feynman systems with likely orders of magnitude greater power. This is something I've talked about repeatedly for the past year: Wall Street analysts and investors are vastly underestimating the potential of the AI economy and the upgrades in infrastructure that need to occur to sup
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- Apple Doesn't Need A Stronger AI Portfolio [Seeking Alpha][Seeking Alpha]
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- Dan Ives Is Betting That Apple and Google Will Partner in 2026. Should You Buy AAPL Stock First? [Yahoo! Finance][Yahoo! Finance]
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