Nvidia will make 5 million B200/B300 which are the leading edge AI GPU chips. They could make about 10 million advanced next generation chips each year in about 2028. Tesla Dojo 1 chips have small ...
Tesla, Inc.'s risky AI chip strategy faces major hurdles against Nvidia and Google. Click for this updated look at TSLA stock ...
I will review the AI chips made by AMD, Google and Tesla. It is possible that Tesla with a strong Dojo 3 chip could pass AMD as second best AI chip performance and volume of chips. The top line of ...
The race for autonomous driving has three fronts: software, hardware, and regulatory. For years, we’ve watched Tesla try to brute-force its way to “Full Self-Driving (FSD)” with its own custom ...
The PEG ratio—popularized by investing legend Peter Lynch—measures a stock's P/E ratio relative to its earnings growth. A PEG below 1 typically signals a bargain: the stock is growing earnings faster ...
Nvidia No Longer The Market Darling? Nvidia Corp (NASDAQ:NVDA) wasn't spared either, though Viking didn’t completely cut ties. The firm trimmed its Nvidia holdings by 10.3%, reducing its position by ...
NvidiaNVDA reported its third-quarter automotive revenue from in-car compute sales was $592 million. That was a small fraction of Nvidia's overall Q3 take, but up 32% compared to a year ago, and ...
Tesla is licking its wounds after a weak Q3 earnings print. Revenues grew nearly 12%, reversing two consecutive periods of decline. But the sales rebound looks inflated, with demand pulled forward as ...