NVIDIA

Nvidia designs graphics processing units and networking hardware used to train and run artificial intelligence models, alongside the software frameworks built around them. Truncated covers its hardware releases, data center partnerships, regulatory policies and financial results.

Today · Wed 11 Nov

Yesterday · Tue 10 Nov

Michael Burry Sees Nvidia Becoming ‘A Heck Of A Trade’ — Reveals His 2 Biggest Bets And Where He’s Buying More

AI-generated summary Michael Burry stated that Nvidia could soon become a noteworthy trade while anticipating that its competitive advantage will shrink over the next five years. Burry also revealed his latest portfolio commentary, highlighting his largest positions and recent additions involving companies such as MercadoLibre, Adobe, and JD.com.

Morgans’ Stickley: S&P 500 up after every midterm since 1950 as Nvidia looks cheap

AI-generated summary Jack Stickley of Morgans notes that the S&P 500 has risen after every US midterm election since 1950, while the recent technology sell-off highlights policy risks to the data centre build-out. Stickley says Nvidia looks inexpensive based on its forward price-to-earnings ratio and revenue guidance, with upcoming financial results serving as a key test for the artificial intelligence sector.

Mercor raises $750M at $20B valuation to take AI agent evaluation to enterprises

AI-generated summary Artificial intelligence training data company Mercor.io Corp. raised $750 million in new funding at a $20 billion valuation to expand its AI agent evaluation services to enterprises. The funding round included participation from corporate investors Nvidia Corp., Salesforce Inc., and Zoom Communications Inc. along with several other venture firms.

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