The company selling the shovels. Allocation of its accelerators, not fabrication, now decides who ships a model — and its resale price is a leading indicator.
The company selling the shovels. Allocation of its accelerators, not fabrication, now decides who ships a model — and its resale price is a leading indicator.
Member of the US AI 100
TIKR
Nvidia Just Dropped 11% in a Month. Is It Time to Sell, or Load Up?
TIKR
Nvidia Drew DOJ Questions and Weighed Backing Debt for an Anthropic Data Center in One Week. Here’s Why Its Cash Flow Matters More
TechCrunch
Nvidia weighs playing the cosigner for Nscale’s AI data center in West Virginia
TheStreet
Nvidia has a stake in SpaceX that came from an unexpected place
Investing.com
Apple overtakes Nvidia to become world’s most valuable company amid tech selloff
Barrons.com
Apple Set to Dethrone Nvidia as Largest Company by Market Cap
TIKR
Nvidia’s GPU Rents Surge as Anthropic’s Revenue Has “Gone Vertical,” Says Gavin Baker
Barrons.com
Nvidia Stock Is Set for Its Worst Month in a Year. Time to Buy the Dip.
The Telegraph
Nvidia to prop up British AI giant as data centre boom unwinds
Verdict
Marvell in advanced talks to buy Nvidia-backed Lumentum – report
Stocktwits
NVDA Stock Drops: Nvidia May Back Data Center Loan For Its Own Customer, Analyst Sees Little Impact From Intel’s Weak Report
Benzinga
Elizabeth Warren Says Nvidia Board and Jensen Huang 'Owe Congress Answers’ Over Reported Spy Ties— Wants AI Technology Kept 'Out of China's Hands'
AFP
Nvidia's web of AI bets: smart strategy or bubble risk?
The Motley Fool
Is Nvidia Stock a Trick or Treat?
TheStreet
Nvidia's $12.9 billion deal could shape the AI apps you use
Investor's Business Daily
Living On The Edge With Nvidia, AI Enabler Analog Devices Tickles New Buy Zone
Yahoo Finance
Nvidia's relationship with China just got even more complicated as report says Jensen Huang was target of spy plot
The Telegraph
Pictured: Nvidia boss ‘targeted by Chinese spy’
Yahoo Finance Video
Was Nvidia's Jensen Huang the target of a Chinese spy? A look at NYT's report
Barrons.com
Nvidia Stock Slips as Competition Probe Presents New AI Concern