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Key Questions
What were NVIDIA's Q2 earnings results?
NVIDIA reported Q2 revenue of $46.7 billion, up 56% year-over-year. This strong performance was highlighted ahead of GTC, with projections toward a $1T valuation.
What updates were shared on NVIDIA's Blackwell and Rubin Ultra at GTC?
Blackwell chips are set to consume 1200W of power. Rubin Ultra architecture was clarified by UBS, addressing rumors and confirming details for 2026-2027 AI servers.
How did Samsung perform in Q1?
Samsung reported a record quarterly profit of $38 billion, driven by a DRAM and NAND boom with 64% growth. They are advancing HBM4 shipments to AMD, narrowing the gap with MU and SK Hynix.
What is the status of Micron's HBM supply?
Micron's HBM is sold out, earning a Zacks #1 rank. The company shows strong earnings growth and price strength, with a $5.4 billion debt buyback signaling a shift in the semiconductor cycle.
How are AVGO and MRVL performing?
Broadcom (AVGO) and Marvell (MRVL) reported strong results. Marvell surged on NVIDIA's $2 billion investment, sparking unusual options trades.
What challenges are arising with power supply for AI?
AI's power demands are causing a $1.4T grid squeeze and delays, with Curtiss-Wright (CW) nuclear involvement. Helium and RAM prices are up 40%.
What issues involve China and TSMC?
China is poaching TSMC talent and accused of AI data theft. This targets Taiwan's chip prowess to evade global containment.
What happened with SMCI and ASML?
SMCI faces smuggling charges against its co-founder. ASML shares dropped 4.2%.
NVDA Q2 $46.7B +56%/GTC $1T/Blackwell 1200W/Rubin Ultra/TSMC 2028 +3% bucking trend; Samsung Q1 record $38B profit DRAM/NAND boom +64% HBM4 to AMD narrowing gap to MU/SK Hynix/Groq showcase; MU HBM sold out Zacks #1; AVGO/MRVL strong; helium/RAM +40%; power squeeze $1.4T grid delays/CW nuclear; China TSMC poach/AI data theft; ASML -4.2%; SMCI smuggling/co-founder charges. Critical: 8-Ks/GTC/ASML/power/helium/China/Intel/AVGO/MU/MRVL/Arm/Samsung.