Nvidia's Own Costs Climb as China Chip Sales Stay Near Zero
Nvidia's memory-driven margin squeeze and its near-total absence from China, despite a federal export license, are the same earnings call MSM's beat-and-raise headline buried.
Technology
Huang Says OpenAI and Anthropic Will Go Public Soon
Nvidia's CEO is both vendor and investor to OpenAI and Anthropic — his IPO forecast reads as an earnings-call footnote, not a disclosed conflict.