ai infrastructure Archives - Vista Partners LLC

Nvidia’s AI Earnings Hump Day Showdown: Can The Chip King Keep Its Crown? – ( $AMD $AMZN $CBRS $GOOG $NVDA )

by John F. Heerdink, Jr. May 20, 2026 180Views 0Likes

Nvidia’s (NVDA) next earnings report is shaping up less like a routine quarterly check‑up and more like a global event in the church of AI, with Wall Street sharpening its pencils while rivals sharpen their chips. Expectations are sky‑high on revenue and…

Silicon’s New Aristocracy: When Hardware Became Wall Street’s Favorite Royalty

by John F. Heerdink, Jr. May 11, 2026 261Views 0Likes

The trillion-dollar club just welcomed its 13th member, and spoiler alert: it's not another social media platform promising to revolutionize how we share brunch photos. Samsung Electronics officially crossed the $1 trillion market capitalization threshold this week, cementing a remarkable transformation in…

Nvidia’s Jensen Huang Just Drew the Map for a Trillion‑Dollar AI Buildout – ( $JPM $NVDA $SPY )

by John F. Heerdink, Jr. January 25, 2026 369Views 0Likes

At Davos, Nvidia (NVDA) CEO Jensen Huang didn’t just talk his book; he effectively redrew the global capex budget for the next decade, arguing that the world is only a “few hundred billion” dollars into what will be a trillions‑of‑dollars AI infrastructure…

Tag: ai infrastructure

Nvidia’s AI Earnings Hump Day Showdown: Can The Chip King Keep Its Crown? – ( $AMD $AMZN $CBRS $GOOG $NVDA )

Silicon’s New Aristocracy: When Hardware Became Wall Street’s Favorite Royalty

Nvidia’s Jensen Huang Just Drew the Map for a Trillion‑Dollar AI Buildout – ( $JPM $NVDA $SPY )

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