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Nvidia CEO Jensen Huang believes Tesla’s full self-driving is the most advanced system out right now. It also just so happens that Tesla’s FSD is powered by Nvidia chips.
Wall Street is once again expecting Nvidia to deliver a beat-and-raise report. We await details on the Blackwell ramp, software revenue growth and margins.
The chipmaker's stock closed at an all-time high Tuesday, a day ahead of its highly anticipated first quarter earnings report.
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Amazon reportedly changed plans for some Nvidia orders to wait for the new Blackwell system to drop, fueling worries about an "air pocket" in demand for Nvidia's AI chips, but experts suggested those worries are overblown as demand continues to outpace supply.
The chipmaker's latest earnings smashed Wall Street expectations, and it also announced a 10-to-1 stock split.