Nvidia is set to become as large a customer as Apple (NASDAQ:AAPL) for Taiwan Semiconductor Manufacturing Co this year, as the chipmaker’s AI-driven growth accelerates.
Nvidia shares have lagged most of their Mag 7 peers, as well as the broader Nasdaq benchmark, over the past six months.
The increasing adoption of application-specific integrated circuits (ASICs) for artificial intelligence (AI) has sparked ...
Evercore analyst Mark Lipacis said in a recent note that there are three reasons for the more cautious tone: 1) DeepSeek ...
NVIDIA's current stock on the flagship GeForce RTX 5090 is pretty nuts right now, but supply will be 'stupidly high soon' and ...
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The ...
Nvidia (NASDAQ:NVDA) has been the poster child of the current bull market, riding a wave of unprecedented growth. However, ...
as well as limited supply of Huawei's Ascend AI ASIC [custom chip], has created a surge in demand for H20 GPUs from China CSPs; 3) we believe Nvidia's customers, especially communications service ...
In a note on Monday, EvercoreISI analyst Mark Lipacis points to three reasons for the weakness after talking with clients. They include: 1) DeepSeek lowers AI demand in aggregate, 2) DeepSeek shifts ...
Nvidia (NASDAQ:NVDA) stock has been on a remarkable run, with its dominance in AI chipmaking playing a crucial role in its ...
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