NVIDIA reports record Q1 as AI chip demand still outpaces supply
Revenue hit $48.2 billion, up 71% year-over-year. CFO Colette Kress said Blackwell-2 allocations are "fully committed through Q3."
David Park 4 min read
Staff writer
David Park
Chips & Hardware Editor
David reports on semiconductors, foundries, and supply chains. Engineer-turned-reporter; ten years at TSMC and Apple before journalism.
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The fusion startup race heats up — Helion's first MW delivery slips to 2027
Helion told Microsoft that its 50 MW power purchase agreement, originally scheduled for late 2026, will not be operational until at least Q3 2027. Investors say it doesn't matter — the race is still on.
David Park 6 min read