Nvidia, which is quickly becoming the champion of AI open-source models in the US, argues that open AI models are roughly six months behind more expensive proprietary frontier models. If that's the case, CxOs should base nearly all of their AI plans around open-source models.
Potential Nine Straight Quarters Of Beat
With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the S&P. Th
Here's a look at moving parts to consider as enterprises put Llama 2 through its paces as they craft generative AI use cases.
