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Core News Facts
Nvidia reported approximately $187 billion in revenue over the past year, with management projecting an additional $307 billion in contracts for Blackwell and Rubin chips from Q4 2025 to the end of 2026. As the leading provider of GPUs for AI workloads, Nvidia remains a key player in the sector.
Taiwan Semiconductor Manufacturing (TSMC) is innovating with its new 2-nanometer chip node, which improves efficiency by consuming up to 30% less power compared to previous generations. This advancement is critical for increasing AI computing capacity.
Alphabet’s revenue rose 16% year over year in Q3, with a significant 35% increase in diluted earnings per share (EPS). The company is adjusting its valuation in light of its emerging leadership in AI, amidst concerns of overvaluation as it trades at 29 times next year’s earnings.
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