Chip

Nvidia is set to release its fiscal Q3 earnings, expected to show strong revenue ($54.92B) and EPS ($1.25). Investors are focused on future guidance, particularly revenue projections ($61.66B) and insights into the burgeoning AI chip demand and Nvidia’s capacity to meet it. Commentary from CEO Jensen Huang about the $500B in chip orders is crucial. The company’s strategic investments in AI firms like OpenAI and Anthropic, and its approach to the China market will also be closely watched. Long-term growth projections remain bullish, with sales expected to surge in fiscal year 2027.

Qualcomm is acquiring Arduino to strengthen its position in the robotics market. This acquisition aims to provide Qualcomm with access to grassroots innovators and establish its chips as the preferred solution for robotics development, fostering brand loyalty from prototype to commercialization. The deal is part of Qualcomm’s strategy to diversify revenue beyond mobile chips and capitalize on the growing robotics sector, aligning with previous acquisitions like Foundries.io and Edge Impulse. The first collaborative product, Arduino Uno Q, features a Qualcomm Dragonwing processor capable of running Linux and Arduino software, enhancing computer vision capabilities. Qualcomm commits to maintaining Arduino’s existing ecosystem.