DGX - Quest Diagnostics Incorporated 0 WATCHERS

Regarding Google and Amazon Custom AI Chips TPUs (v5e, v6) are optimized for training and inference and are tightly integrated with Google Cloud. Trainium3 (training) and Inferentia2 (inference) offer high performance at lower cost and energy. TPUs are native to Google Cloud’s Vertex AI, enabling seamless scaling for LLMs. AWS …

NVDA shipped their very first DGX 10 years ago - it just shows how far ahead NVDA is or how far behind AMD is.

Seaport Global Securities on $NVDA (Sell, PT $140): "We see Nvidia facing growing competitive pressure." "To address this, the company has been leaning on a variety of sales mechanisms to adapt. These measures are not fully reflected in financials, but they are already material and look likely to grow significantly …

Buying a NVDA DGX H100 SuperPOD: $18-20m, plus you've gotta pay for power, cooling, the site, and other upkeep Renting equivalent cloud compute from AWS, Azure: $10-12m per year Renting equivalent compute from a Google TPU v5p Pod: $8.5m per year If you can find cheaper compute, it's probably booked …

Why A Partner-Lab Model Can Expand Fast: Margin Logic And Execution KPIs Instead of building a single mega lab, MYNZ sells ColoAlert as a kit and lets partner labs run it. That model is already live in Europe and newly cleared in the UK (registration Sept 2, 2025) and Switzerland …

The Scale Partner Most Traders Miss: Why A Quest Option Changes The US Math Quest Diagnostics DGX is not just a logo on a slide. Under the December 2024 agreement, Quest provides central lab services for MYNZ’s pivotal ReconAAsense trial and, if FDA approves, holds an 18-month semi-exclusive option to …

I asked Chat - list significant upside risks that haven't been priced in for NVDA: Here are the biggest upside risks for Nvidia right now: --- 🚀 1. AI Demand Grows Even Faster Than Expected (Hyperscaler Super-cycle) If Amazon, Microsoft, Google, Meta, and Tesla double or triple their GPU spending …