Amazon Could Turn to Qualcomm’s 768GB AI200 Chips as AWS Races to Slash Inference Costs Choking Margins
Semiconductor design giant Qualcomm is tipped to deepen its partnership with Amazon’s Amazon Web Services (AWS) business for its AI…
Tag: Margins
Watch Nvidia's Profit Margins Are Safe for Now, Luria Says
By Bloomberg Publication Date: 2026-06-05 12:00:00 Gil Luria, DA Davidson’s head of technology research, says Nvidia’s profit margins are relatively…
Nvidia 70%+ Margins Safe Through 2030, DA Davidson’s Luria Says
By Jonathan FerroLisa Abramowicz Publication Date: 2026-06-05 14:25:00 Nvidia Corp.’s profit margins are relatively safe through 2030 because hyperscalers have…
Broadcom EU Legal Fight Puts VMware Growth And Margins Under Scrutiny
Broadcom (NasdaqGS:AVGO) has filed a lawsuit challenging EU antitrust regulators over document requests linked to its VMware acquisition. The legal…
Broadcom EU Legal Fight Puts VMware Growth And Margins Under Scrutiny
Broadcom (NasdaqGS:AVGO) has filed a lawsuit challenging EU antitrust regulators over document requests linked to its VMware acquisition. The legal…
Worried about Nvidia maintaining its gross margins, says GMO’s Tom Hancock
By @CNBC Publication Date: 2026-05-20 18:02:00 ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Tom…
/Cisco%20Systems%2C%20Inc_%20HQ-by%20Sundry%20Photography%20via%20iStock.jpg?ssl=1 "Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?")
Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?
By Mark R. Hake, CFA Publication Date: 2026-05-17 13:30:00 Cisco Systems, Inc_ HQ-by Sundry Photography via iStock Cisco Systems (CSCO)…
SanDisk’s Gross Margins Just Topped NVIDIA’s. Wall Street Sold Anyway.
By Jeremy Phillips Publication Date: 2026-05-01 10:05:00 © Sandwish Studio / Shutterstock.com Of everything SanDisk (NASDAQ:SNDK | SNDK Price Prediction)…
Microsoft Pushes Usage-Based Pricing as AI Eats into Cloud Margins
By Aaron Holmes,Kevin McLaughlin Publication Date: 2026-04-30 18:59:00 Microsoft CEO Satya Nadella said Wednesday that a lot more people were…
IBM Is Growing and Margins Are Rising. The Market Still Isn’t Convinced
By Tobi Opeyemi Amure Publication Date: 2026-04-28 14:01:00 International Business Machines ($IBM) has evolved from a legacy hardware vendor into…