Nvidia May Have Won the AI Training Race, but the Bigger Opportunity Is Likely Still Ahead

Nvidia may have won the first phase of the AI revolution, but the next phase is just beginning to unfold. Nvidia ( NVDA +0.57%) has already won one of the biggest races in the technology sector.

The Motley Fool·8h ago

Chip stocks down: AMD, Nvidia, Intel, and Sandisk lead market selloff after AI bosses call for a pause

Fast Company·20h ago

How U.S. Export Controls Taught Chinese AI Companies To Innovate

U.S. export controls pushed China's AI labs to build hyper-efficient open models, costing Nvidia its China market and handing Beijing the lead in open-source AI.

Forbes·1d ago

Nvidia says it has ‘largely conceded’ China’s AI chip market to Huawei

CNBC·2d ago

Is Nvidia (NVDA) Stock a Buy as Jensen Huang Doubles Down on His $4 Trillion AI Call?

Nvidia (NVDA) stock fell to $219 as Jensen Huang repeated his $3-4 trillion AI market forecast. Q2 revenue hit $96.2B, up 106% year-over-year.

CoinCentral·3d ago

AI’s HBM Shortage Strengthens Micron’s Hand—and Pressures Nvidia’s GPU Economics

One of the biggest bottlenecks in the AI chip market has become high-bandwidth memory. Reuters reported September 10 that Chinese AI-chip makers including Huawei and Cambricon are raising accelerator...

Yahoo Finance·4d ago

China’s State Media Calls AI Slowdown a “Cold War” Tactic. Z.AI Is Raising $5 Billion to Do the Opposite

An opinion piece in China’s state-backed Global Times on September 14 called Anthropic CEO Dario Amodei’s proposal to pace frontier AI a “Cold War playbook” aimed at China. On September 11, Chinese...

Yahoo Finance·9h ago

NVIDIA vs. Marvell: Which AI Infrastructure Stock Is the Better Buy?

NVIDIA remains the clear leader in AI infrastructure. Cloud providers, enterprises and governments continue to invest billions of dollars in building AI data centers, and NVIDIA's graphics processing...

The Globe and Mail·1d ago

Nvidia, AMD and Intel stocks are crashing: here’s why this selloff is different

Nvidia, AMD and Intel stocks are sliding sharply on Monday, but investors are not reacting to another disappointing semiconductor earnings report. The catalyst is more fundamental, as AI executives...

Invezz·1d ago

Tencent-Backed Enflame Surges 206% in Shanghai Debut as China Bets on Nvidia Alternatives

Tekedia·3d ago

Nvidia says AGI is here. How are China’s top AI labs catching up?

South China Morning Post·3d ago

Enflame shares soar 188% on Shanghai debut as Nvidia challenger taps AI fever

South China Morning Post·4d ago

China Just Cracked the Chip War Wide Open. Nvidia’s Own Employee Was Part of It.

by CodeInsights — A $2.5 billion smuggling ring. Chips relabeled with a fake product name to slip past customs. A senior Nvidia manager facing five years in…

Adi Insights & Innovations Collective·12h ago

US market crash: Nvidia, Intel among chip stocks plunging up to 9.5% as AI slowdown fears hit Wall Street

Major US chip stocks faced selling pressure on September 14, with Nvidia and others declining significantly amid AI development concerns. The Nasdaq dropped 1.7% as investors anticipated a Federal ...

Mint·1d ago

Commodity, Not Monopoly

by Neil Xu — The market is pricing Nvidia as a supercycle monopoly rather than a cyclical commodity. That logic fails when you look at who is actually…

Medium·2d ago

Nvidia (NVDA) Stock Analysis: CEO Huang Reinforces Massive AI Market Projection

Nvidia (NVDA) shares retreated to $219 on September 11, marking a pullback from the monthly peak of $234, despite CEO Jensen Huang delivering an optimistic outlook for artificial intelligence during...

Blockonomi·3d ago

Nvidia’s Huang Touts Cybersecurity as Next Big Market for AI

Bloomberg.com·5d ago