Nvidia's $96 Billion Quarter and the 70% Forecast That Reset the AI Boom Debate
Posted on 28th Aug 2026 06:05:58 in Artificial Intelligence, Machine Learning
Tagged as: Nvidia, Jensen Huang, AI chips, data center, earnings, Amazon, hyperscalers, memory
Nvidia's Q2 FY2027 revenue doubled to $96.22 billion, but the real story was its first-ever full-year outlook: 70% revenue growth in FY2028 versus the ~45% Wall Street expected, plus a 2-million-GPU Amazon deal and a record $26 billion returned to shareholders.
AI Is Now Building AI Chips: Inside NVIDIA and TSMC's Landmark Manufacturing Partnership
Posted on 14th Jul 2026 06:04:34 in Artificial Intelligence, Machine Learning
Tagged as: NVIDIA, TSMC, AI chips, semiconductor manufacturing, cuLitho, GPU computing, chip fabrication, artificial intelligence, Jensen Huang, C.C. Wei, computational lithography, digital twin, Omniverse, H200, advanced packaging, 2nm process
NVIDIA and TSMC are bringing artificial intelligence directly into semiconductor fabrication, deploying GPU-accelerated computing across lithography, defect inspection, and factory optimization. The partnership marks a fundamental shift in how the world's most advanced chips are designed and manufactured.