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NVIDIA Corp. reports Q2 FY27 earnings on August 26, with CEO Jensen Huang guiding to $91 billion in revenue, plus or minus 2%, after Q1 Data Center revenue hit $75.246 billion, up 92% year over year. …

Infineon Technologies is increasing AI-related investment to €2.7 billion this fiscal year, up from a prior €2.2 billion, and projects data center revenue to rise from €1.5 billion in fiscal 2026 to €…