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u/Charuru

▲ 50 r/NVDA_Stock

Nvidia guides to become the world's largest CPU supplier

Vera CPU opens a brand-new $200 billion TAM for NVIDIA, a market we have never addressed before. Every major hyperscale and system maker is partnering with us to get it deployed.

We have visibility to nearly $20 billion in total CPU revenue this year, setting us up to become the world leading CPU supplier

reddit.com
u/Charuru — 1 day ago
▲ 124 r/NVDA_Stock

Midjourney says their research was set back by a year by using TPU, regrets not sticking purely with nvidia

x.com
u/Charuru — 1 day ago
▲ 144 r/NVDA_Stock

Jensen Huang: Vera CPU has the highest single threaded performance of any CPU in the world... three times the memory bandwidth

reddit.com
u/Charuru — 3 days ago
▲ 18 r/NVDA_Stock

I'm regretting deleting the r/NBIS_Stock spammers last year... whoops

u/Charuru — 12 days ago
▲ 172 r/AMD_Stock+1 crossposts

AMD Q1 2026 Earnings Page

Earnings Release

Slides

Earnings Call / Webcast (2PM PT / 5PM ET)

Transcript

Post-Earnings Analyst Price Targets (May 6, 2026)

Previous Earnings Discussions
2025-Q4 2025-Q3 2025-Q2 2025-Q1
2024-Q4 2024-Q3 2024-Q2 2024-Q1
2023-Q4 2023-Q3 2023-Q2 2023-Q1
2022-Q4 2022-Q3 2022-Q2 ---
u/Charuru — 16 days ago