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Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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eliminate data movement bottlenecks inside AI server clusters. Credo Technology CRDO ) more than tripled revenue to $407M in Q3 with a 67.8% trailing gross margin by providing optical and electrical connectivity solutions between servers, with data center revenue representing over 90% of sales. Amazon's $200 billion AI infrastructure spending this year to scale Anthropic's frontier models drives surging demand for high-speed connectivity both within servers and across distributed systems, creating a tailwind for companies supplying the internal and external plumbing that hyperscalers depend on. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE The AI arms race isn't just about who builds the smartest chatbot -- it's about who supplies the plumbing. When Anthropic expanded its partnership with Amazon NASDAQ:AMZN ) to a reported $100 billion scale, the headlines focused on cloud dominance and model training. But here's the real question inve
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- Nvidia Still Waiting On China Chip Sales [Yahoo! Finance][Yahoo! Finance]
- Nvidia's CEO Sees Software Instances “Skyrocketing” — A Shift Investors Can't Ignore [Yahoo! Finance][Yahoo! Finance]
- The Great Rotation Didn't Last. The Best Artificial Intelligence (AI) Growth Stocks Are Rallying Again. [Yahoo! Finance][Yahoo! Finance]
- Nvidia has not yet sold its H200 AI chips to China, Lutnick says [Yahoo! Finance Canada][Yahoo! Finance Canada]
- The Best Stocks to Invest $1,000 in Right Now [Yahoo! Finance][Yahoo! Finance]
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