Supply for in-demand AI chips has remained constrained as manufacturers such as Taiwan's TSMC (2330.TW) struggled to catch up and expand capacity for complex techniques such as advanced packaging.

Now, whether it means NVIDIA needs to lower their prices remains to be seen. But, if anything, this means that more folks can build AI models, not less. And that’s good news for NVIDIA.

Amazon, with its Trainium2 AI chips, offers alternatives. Trainium2 chips could provide cost savings and superior computational power, which could shift AI workloads away from Nvidia’s offerings.

As anticipation of Nvidia's (NVDA) upcoming earnings report builds, Raymond James analysts said they expect a solid quarter on demand for its artificial intelligence (AI) chips.

Apple, Meta, Tesla and Amazon — now make up around 35% of the value of the US stock market, and NVIDIA's market value makes ...

Nvidia tripled revenue in its third quarter from a year ago, a sign that demand for its AI chips and systems is still strong due to expanding use of generative AI applications and other GPU ...

AI infrastructure investment and chip demand will also help TSMC overcome headwinds in other segments, including PCs and smartphones. Yet, server GPUs accounted for just 12% of the global ...

At the time Huang doubled down on AI, Nvidia's market value stood at about $120 billion. "I think it's safe to say it was worth it to bet the company" on AI, Huang, 60, said during a presentation ...

Bank of America analyst Vivek Arya remains bullish on Nvidia following a meeting with leadership. The analyst noted a continued demand for the company's AI chips. Get special access to three ...

Investors are particularly interested in how Nvidia plans to address the challenges posed by the U.S.-China trade dynamics and the potential impact on its growth trajectory.

Intensifying competition: Nvidia currently enjoys a dominant position in the AI market, but competitors are closing in. AMD's acquisition of ZT Systems in August 2024 is a significant strategic ...

Nvidia, which commands more than 80% of the AI chip market, stands in a unique position as both the largest enabler as well as beneficiary of surging AI development.