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Nvidia delivered another record quarter as revenue and profit topped expectations, reinforcing confidence that spending on artificial intelligence infrastructure remains strong. The chipmaker also issued a robust outlook for the next quarter, while investors continued to watch the broader impact of AI adoption and competition across the semiconductor sector. BNN Bloomberg spoke with Ivana Delevska, founder and chief investment officer at Spear Invest, about Nvidia’s latest earnings, the rise of agentic AI, growing demand for AI computing power and why she believes opportunities remain across the broader AI supply chain. Key Takeaways Nvidia forecast quarterly revenue above US$90 billion, with…
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