Cloud giants are feasting on Nvidia’s chips again. The company had better hope they don’t step away from the table soon. Nvidia’s fiscal fourth-quarter results last week were the latest from chip makers enjoying a strong uptick in data-center spending. Intel Corp. and Advanced Micro Devices reported solid results for their respective data-center businesses last month. But for Nvidia, the comeback is especially sweet since the data-center opportunity is what caused Wall Street to significantly re-evaluate the company previously...

Source: Wall Street Journal February 20, 2020 19:07 UTC