#data centre

AI Chips

Marvell's Record Quarter: $0.94 Non-GAAP, $0.33 GAAP

Data-centre revenue growth accelerated to 46%. But the custom-silicon acceleration the entire investment case rests on is, in the CEO's own words, "beginning in the second half of fiscal 2027" — meaning it did not happen in the quarter being reported.

2d ago

Nvidia

Nvidia’s GAAP EPS Beat Its Non-GAAP Figure on $7.8bn in Equity Gains

In the reconciliation table, gains from equity securities are subtracted to get from GAAP to adjusted. That is the opposite of the usual direction, and it is the tell.

3d ago