Nvidia Sees $78B Q1 on AI Compute Rush
Nvidia forecasts fiscal first-quarter sales at about $78 billion. Customers are racing to invest in AI compute infrastructure. Analysts react to the strong earnings wire.
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AMD Bullish on AI Data Center Surge
Advanced Micro Devices issued a strong forecast for the current period amid surging AI data center demand. As the second-largest processor maker, AMD is capitalizing on the wave of AI spending.
Qiangyi Q1 Profit Surges 655% on AI Demand
Qiangyi Shares forecasts Q1 2026 net profit at 1.06-1.21 billion yuan, up 655%-762% YoY. Growth stems from exploding AI computing power demand, surging orders for mature products, revenue confirmation from prior shipments, and optimized customer structure. Industry upturn amplifies scale effects.
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Broadcom AI Forecast Disappoints Investors
Broadcom Inc. delivered an upbeat sales forecast for the current quarter. Investors reacted tepidly, viewing it as slower progress in AI computing than anticipated. The chipmaker also announced a share buyback.
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Taiyo Yuden Boosts Outlook as AI Demand Accelerates
Taiyo Yuden raised its full-year earnings forecast by 50%, exceeding market expectations, as demand linked to AI data centers accelerates. The company is also bringing forward production-capacity expansion plans to support stronger demand.