NVDA NVIDIA Corporation Loading... : Bullish and Bearish Analyst Opinions

From SLB earnings calls
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09:30
Jul 24
SLB's data center solutions offering now includes design and engineering capabilities, as demonstrated by an announcement with NVIDIA.
NVDA
HIGH
11:00
Apr 24
Olivier Lepuche Chief Executive Officer, SLB Limited Common Shares SLB Q1 FY26 call
SLB was selected by NVIDIA as a modular design partner for DSX AI factories, indicating NVIDIA is moving to modular, offsite-manufactured infrastructure to accelerate its AI factory build-out for the Rubin/Vera generation. — NVIDIA's reliance on modular partners could shorten deployment timelines and reduce construction risk for its AI data centers, potentially boosting hardware demand and capex efficiency.
NVDA
HIGH

About NVDA Analyst Coverage

Buzzberg tracks NVDA (NVIDIA Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Olivier Le Peuch, Olivier Lepuche.