#Nvidia

US-blacklisted Huawei debuts its most advanced AI supercomputer overseas, claiming Nvidia-level performance. A new chapter in the global chip war begins.

WSJ reports Nvidia plans new AI processing chip. What this means for competition, pricing, and the broader AI ecosystem.

Nvidia stock drops 6% this week despite 77% revenue growth forecast. Meta and OpenAI's shift to alternative AI chips signals end of Nvidia's monopoly era.

CoreWeave's aggressive $30-35B capex plan for 2026 spooked investors, raising questions about the AI infrastructure company's debt-heavy business model and customer concentration risks.

Meta signs massive deal to rent Google's TPU chips, potentially reshaping the AI hardware landscape. Is this the beginning of the end for Nvidia's dominance?

Nvidia posted record $68.1B revenue but shares dropped 5% as traders question when massive AI spending will turn into actual profits for the ecosystem.

Nvidia crushed Wall Street expectations with 73% revenue growth, but shares rose just 1%. Here's why investors are growing cautious despite the AI boom.

Despite crushing Q4 earnings expectations, Nvidia stock barely budged as investors question the sustainability of trillion-dollar AI infrastructure spending by hyperscalers.

Despite Trump allowing H200 chip sales to China with 25% US cut, Nvidia reports zero revenue while Chinese AI rivals surge with cheaper alternatives and IPO funding.

Jensen Huang argues AI agents will boost, not replace, software tools as Nvidia beats earnings expectations with $68B revenue. Software stocks remain under pressure despite the reassurance.

Jensen Huang says both the Defense Department and Anthropic have reasonable perspectives in their dispute over military AI use restrictions, as a $200M contract hangs in the balance with Friday deadline.

Nvidia delivered another blockbuster quarter, but investors weren't impressed. Here's why exceptional performance is no longer exceptional enough.