Schafer sees Nvidia’s Data Center (DC) segment, which comprises 87% of total revenue, growing 9% quarter-over-quarter (QoQ) and 97% year-over-year (YoY) in the third quarter, led by the H200 chip.

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Despite the optimism, the impact of President-elect Donald Trump’s 10% universal tariffs on imports is a cause of concern. Given the uncertain outlook, investors can look to add quality dividend ...