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.
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.
4 billionaires getting even richer from AI
Clarke said Dell is only at the start of its venture into AI and believes it’s “uniquely positioned with our broad portfolio to help customers build GenAI solutions that meet performance, cost and security requirements.”