TREE NEWS reports: Nvidia’s CFO guided that gross margins should stabilize at 72% to 73% in fiscal 2028, reflecting confidence in long-term profitability. The statement comes amid strong demand for AI chips, which continues to drive Nvidia’s financial performance.
TREE NEWS reports: Nvidia’s CFO stated that demand from AI labs will contribute to a quarter of the company’s business, highlighting the growing importance of AI infrastructure. This news reflects the broader trend of AI adoption but has no direct link to crypto or RWA.
TREE NEWS reports: Amazon plans to acquire 2 million Nvidia chips to expand its data center infrastructure. This move underscores the growing demand for AI computing power, which may also benefit blockchain and crypto-related AI initiatives.
TREE NEWS update: Nvidia’s CFO announced plans to increase shareholder returns, signaling confidence in the company’s financial health and future cash flows. This move is part of a broader strategy to reward investors amid strong demand for AI chips. The announcement comes as Nvidia continues to dominate the AI hardware market.
TREE NEWS update: NVIDIA’s CFO announced that the company has invested $50 billion in frontier AI laboratories. This significant investment underscores NVIDIA’s commitment to advancing artificial intelligence research and development.
TREE NEWS update: Nvidia’s CFO announced full-scale production of the next-generation Vera CPU, signaling a major push in the company’s hardware roadmap. This development highlights Nvidia’s continued focus on AI infrastructure, which may indirectly impact crypto and RWA sectors through improved compute capabilities.
TREE NEWS reports: Nvidia’s CFO cited supply constraints as a limiting factor for the company’s fiscal 2028 outlook. The remarks suggest that despite strong demand, production capacity may cap growth.
TREE NEWS update: Nvidia announced an expanded collaboration with Amazon Web Services to bring advanced AI infrastructure to the cloud. The partnership aims to enhance AI computing capabilities for enterprises. Financial details were not disclosed.
TREE NEWS reports: Bitcoin ETFs have seen continued inflows after last week’s massive run, with billions of dollars pouring in over recent days. The sustainability of this trend remains uncertain as the rally persists.
TREE NEWS update: NVIDIA announced it will begin shipping systems based on its Blackwell and upcoming Rubin architectures, signaling continued expansion in AI hardware. This move underscores NVIDIA’s dominance in AI computing, though it has no direct crypto or RWA implications.
TREE NEWS update: Nvidia has recorded a $400 million charge due to excess inventory of its H200 AI chips, reflecting a slowdown in demand. This development signals potential weakness in the AI hardware market, which could indirectly impact crypto-related AI infrastructure investments.
TREE NEWS reports: Nvidia disclosed that one customer accounted for 16% of its revenue, highlighting concentration risk in its client base. The revelation comes amid strong demand for AI chips, though it underscores potential vulnerability to key client spending shifts.
TREE NEWS reports: Salesforce shares jumped 12% after hours, driven by strong business growth and gains from its investment in AI company Anthropic. The positive results highlight the growing financial impact of AI investments on traditional tech firms.
TREE NEWS update: Nvidia has increased its total future commitments to $279 billion, reflecting growing demand for its AI chips and infrastructure. This move underscores the company’s expanding role in the AI supply chain, though it has no direct connection to crypto or RWA tokenization.
TREE NEWS reports: Nvidia’s Q3 revenue outlook exceeded market expectations, driven by strong demand for AI chips. The company’s forecast suggests continued growth in the AI sector, potentially impacting crypto-related AI infrastructure.
TREE NEWS reports: US stocks ended slightly lower on the day, with the three major indices posting modest declines. Oracle shares stood out, gaining nearly 3%.
TREE NEWS reports: Mizuho analysts note that Nvidia’s Q2 earnings beat is already consensus, shifting market focus to the company’s AI capital expenditure guidance. Investors are closely watching for any signals on sustained AI infrastructure spending, which could impact the broader tech and crypto markets.
TREE NEWS update: Anthropic has inked a massive $45 billion AI computing agreement with Nscale, marking one of the largest deals in the sector. The partnership underscores the surging demand for AI infrastructure, though it has no direct connection to crypto or RWA tokenization.
TREE NEWS reports: IDC forecasts Apple’s foldable iPhone to exceed 10 million units in its first year, marking a significant entry into the foldable market. The report highlights Apple’s potential to disrupt the segment despite late entry.
TREE NEWS update: Apple is set to release its first foldable iPhone at a launch event in the early hours of September 10 Beijing time. The announcement marks a major product milestone for the tech giant, though no crypto or RWA implications are involved.
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