$NVIDIA Corp(NVDA)$
Nvidia & AMZN Amazon $Amazon.com(AMZN)$ (Earnings 10/31) AWS’ Project Ceiba supercomputer (large-scale AI applications in generative AI, robotics, & digital biology)
Nvidia’s Omniverse & generative AI microservices on MSFT $Microsoft(MSFT)$ (Earnings 10/30) Microsoft Azure (building ‘digital twins’, higher enterprise sales & extended cloud-based revenues)
Nvidia’s GPUs (hardware & subscription-based AI software revenue from GOOGL Google $Alphabet(GOOG)$ Cloud’s AI & data processing services)
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