His expertise includes cybersecurity, artificial intelligence, cloud infrastructure, and cyber threat analysis. He is the ...

Nvidia's conference call with analysts is scheduled for 5 p.m. ET, where CEO Jensen Huang will talk about the results.

The market is underestimating the run on inference compute, and not all hyperscalers will monetise it equally. The debate is no longer whether AI capex will generate a return; it is which hyperscalers ...