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CEO Stresses Opportunities Outside Hyperscale Customers","url":"https://stock-news.laohu8.com/highlight/detail?id=2662018740","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662018740?lang=en_us&edition=fundamental","pubTime":"2026-08-27 06:24","pubTimestamp":1787783040,"startTime":"0","endTime":"0","summary":"1818 ET [Dow Jones]--Nvidia CEO Jensen Huang emphasizes the company's opportunity with customers beyond hyperscalers, telling analysts that sovereign AI customers, enterprises, neoclouds, startups and other non-hyperscale customers together represent around half of Nvidia's business. The hyperscalers are only \"half of the picture,\" Huang says. \"What you don't see is just really tremendous opportunities outside of the hyperscalers.\" He adds that these customers typically seek a full-stack platform and don't need their own custom silicon, a nod to investors concerned about competitive pressures from custom chip makers. Nvidia shares gain 4% after 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Rallies on Guidance for 70% Growth Next Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2662740187","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662740187?lang=en_us&edition=fundamental","pubTime":"2026-08-27 06:12","pubTimestamp":1787782320,"startTime":"0","endTime":"0","summary":"1812 ET - A modest dip in Nvidia's stock price after the company's second-quarter earnings release turned into a gain during the company's earnings call, as it issues guidance for roughly 70% revenue growth in fiscal 2028. CEO Jensen Huang says the decision to guide a year in advance, a first for Nvidia, stems from improved visibility with both customers and suppliers, as well as a desire to increase transparency across the AI landscape. \"Even though our demand is much greater than 70%, our supply allows us to confidently deliver 70%,\" Huang says. Shares are up 4.5% to $219.09 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CFO Defends Investment Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=2662747022","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662747022?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:57","pubTimestamp":1787781420,"startTime":"0","endTime":"0","summary":"Nvidia's ambitious investments, including guarantees for up to $500 billion in data-center financing and an agreement to backstop a massive Ohio data center project by OpenAI, have raised investors' eyebrows in recent weeks.Colette Kress, the chip giant's CFO, defended the investment strategy on today's earnings call. Kress said Nvidia expects big frontier AI labs like OpenAI \"to become the largest technology companies in history.\"These labs face a bottleneck, however, in accessing all the computing power they need to develop products and improve models, and that's why they need Nvidia's financial help, Kress said.\"We recognize the scale of this support, and we know some will call this circular financing. We see it differently,\" she said. \"The equity returns on our invested capital will be 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up Slightly Ahead of Nvidia Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2662823740","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662823740?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:54","pubTimestamp":1787781240,"startTime":"0","endTime":"0","summary":"Shares of technology companies rose modestly amid anxiety ahead of artificial-intelligence bellwether Nvidia's earnings.Nvidia shares ticked down as traders awaited updates on its fast-growing revenue and equally fast-growing capital-expenditure budget.\"The key overhang is the unusual scale and limited transparency of more than $1 trillion of guided [computing capacity]-related financing through creative structures in the ecosystem,\" said credit analysts at brokerage Morgan Stanley.Shares of Salesforce rallied after it struck a joint-venture deal with AI firm 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expects supply to remain a bottleneck at least through the end of FY28","url":"https://stock-news.laohu8.com/highlight/detail?id=2662012747","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662012747?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:45","pubTimestamp":1787780715,"startTime":"0","endTime":"0","summary":"Sees FY27 operating expenses $9B. Sees FY27 tax rate 16%-18%. 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