Nvidia vs Google: AI Chip Prizefight & Market Impact
Nvidia maintains AI dominance despite Google's TPU push. Wedbush sees Nvidia as the AI leader, even with increasing competition and massive capex spending. Market reacts to AI chip competition.
Nvidia’s AI Boom: Fears & Fragilities Persist
Nvidia's strong AI revenue dispels bubble concerns, but market anxieties persist. Infrastructure constraints, economic uncertainties & reliance on a few firms raise worries despite the boom.
Jensen Huang’s Nvidia Stock Sale: AI Boom & Financial Planning
Nvidia CEO Jensen Huang is selling up to $865M in Nvidia stock amidst the AI boom. Analysts see it as financial planning, not a lack of confidence, as Nvidia's prospects remain strong. Huang still holds a significant stake.
Nvidia beats earnings expectations on Blackwell AI chip demand
Ahead of the earnings, analysts were optimistic that the chipmaker would beat expectations and raise its outlook as it ramps up production of its Blackwell chips — despite shockwaves from Chinese artificial intelligence startup DeepSeek.
Nvidia is back in the $3 trillion club — and Jensen Huang is $2 billion richer
This current uptick in Nvidia stock may be driven by Bain’s annual technology report, released Wednesday, that predicted that the market for AI products could reach as much as almost $1 trillion by 2027.