Nvidia Results Show Compute Demand is Nowhere Near Slowing -- Market Talk
Dow Jones
9 hours ago
1230 ET - Nvidia's latest quarterly results show "insatiable demand for compute," D.A. Davidson analysts say in a note. Demand for compute extends well beyond Nvidia's current Blackwell generation to Hopper and Ampere, which are still highly utilized across hyperscaler and neocloud platforms, the analysts say. "We are simply not seeing demand slowing down for compute for the foreseeable future," they say, as models continue to grow more intelligent each week. (kelly.cloonan@wsj.com)
(END) Dow Jones Newswires
February 26, 2026 12:30 ET (17:30 GMT)
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