nvidia

3 articles tagged with this topic

Nvidia Isn 't Selling Chips Anymore— It's Buying the Ecosystem

Nvidia has committed $40B to AI equity deals in 2026— not as financial investment, but as distribution , capacity reservation, and ecosystem control t

2d ago10 min read

cereb rasipo

Cerebras Price H ike: More Than Just IPO Momentum

Cerebras plans to raise its IPO pricing range— superf ic ially strong primary market demand, but fundamentally capital markets repr icing 'non-Nvidia

3d ago9 min read

hon-hainvidia

Hon Hai's 30% Growth Is Not Just a Contract Manufacturing Story

Hon Hai's April 2026 revenue rose 29.7% Y oY. Surface narrative : AI server demand. Real signal : Nvidia's supply chain hasn 't entered dest ocking. W

May 59 min read