Publicar
Birdie_OKX
AI monetization is starting to look less like a single-layer chip story and more like a widening enterprise stack. NVIDIA doubled Q2 revenue year over year and projected about 70% growth for FY2028, even as supply constrained deliveries. Meanwhile, Salesforce AI ARR neared $4B, CrowdStrike delivered record net new ARR, and Synopsys raised its outlook, while slower Okta orders show the trend is not universal.
My read: the strongest signal is not headline growth alone, but AI spending appearing across infrastructure, design tools, and recurring software demand. Marvell now offers a useful test of whether networking can extend that breadth into orders and cash flow. Not advice, just analysis.
#AIMonetizationBroadens
Aviso legal: o conteúdo do OKX Orbit é fornecido apenas para fins informativos. Saber mais
Respostas
Ainda sem comentários. Sê a primeira pessoa a responder!
Criptomoedas populares
BTC/USDTBitcoin
$83 375,6+0,01%
ETH/USDTEthereum
$2458,88+0,01%
OKB/USDTOKB
$116,08+0,01%
Novidades do mercado de hoje
1#BTCETFInflowsContinue
2#SpaceXQ3RevenueUp161%
3#NetflixQ3ProfitBeat
