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Topic archive • 2 matches
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2026-09-11
Technology
Nvidia CEO Jensen Huang outlined projections for 70 percent revenue growth next year, attributing the expansion to sustained enterprise and government adoption of AI infrastructure. He emphasized that current hardware deployments are driven by distinct workload requirements rather than circular procurement cycles. The forecast reinforces confidence in long-term capital expenditure trends across the semiconductor supply chain.
AI Hardware & Markets • TechCrunch AI
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Investment
SemiAnalysis → Citrini Research
Citrini Research founder James van Geelen sold the firm to SemiAnalysis for an undisclosed sum. Van Geelen plans to launch a new fund.
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