Nvidia Stock Could Be a Black Friday Bargain Amid Google AI Threat. Here’s Why.

Shares have slumped over the past month, as investors fret about lofty AI valuations and the threat posed by Google.

China’s tech giants take AI model training offshore to tap Nvidia chips

Beyond training, Chinese tech companies also use south-east Asian data centres to service their overseas customers, as ...

Palantir Billionaire Peter Thiel Sells Nvidia and Buys an AI Stock Up 476,900% Since Its IPO

Hedge fund billionaire Peter Thiel sold his entire stake in Nvidia and started a position in Microsoft during the third ...

Google Is Coming for Nvidia’s Crown in the AI Race

To be clear, Nvidia’s graphics processing units (GPUs) remain the gold standard for the AI industry. But Google’s TPUs — ...

Nvidia’s AI Moat Is Deep. Can AMD, Google Break In?

This year’s revenues are anticipated to be around $215 billion, with the figure expected to surpass $300 billion next year.

"Blackwell Sales Are Off the Charts" for Nvidia -- and Worryingly, so Is Its Customer Concentration

The point being that while demand for Blackwell is "off the charts," this only tells part of the story. Demand for Nvidia's ...

China's tech giants move AI model training overseas to tap Nvidia chips, FT reports

Top Chinese firms are training their artificial intelligence models abroad to access Nvidia's chips and avoid U.S. measures ...

Nvidia earnings clear lofty hurdle set by analysts amid fears about an AI bubble

Nvidia’s sales of the computing chipsets powering the artificial intelligence craze surged beyond the lofty bar set by stock ...

Nvidia or Broadcom: Which AI Stock To Bet On?

Is there a more promising option? It appears that its counterpart, NVIDIA, offers you more. NVIDIA (NASDAQ: NVDA) stock ...

Nvidia defies AI bubble fears but some analysts remain worried

"There is no question that Nvidia will make a bunch of money," Gary Marcus, a professor emeritus of psychology and ...

Billionaire David Tepper of Appaloosa Increased His Nvidia Stake by 533% and Completely Sold Out of a Hypergrowth Artificial Intelligence (AI) Stock

Appaloosa's billionaire boss has changed course with Nvidia, but bid adieu to an AI stock that recently flirted with a ...

Google Vs Nvidia for AI Dominance? Why That’s Only Half the Story and 4 Other Things to Know Today.

What could sway a divided Fed on rate cuts, spending slows as retailers enter holiday the shopping season, and more news to ...