Jalapeño and Nvidia's Future: When Top Customers Build Chips Themselves

By with∅ut-me 27.08.2026 at 13:07 Uhr Companies & Markets IT & Internet Artificial Intelligence
TL;DR AI-generated Nvidia reported $96.2 billion in revenue for the second quarter of fiscal year 2027. Hyperscaler business is growing slower than other data center business as customers like OpenAI develop their own chips. Nvidia anticipates supply shortages until at least January 2028.

Source: golem.de

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