Unsurprisingly, that incredible vacuum paved the way for local rivals to take charge. Huawei’s Ascend chips, Cambricon’s AI accelerators, Biren, and now IPO-fueled Moore Threads are looking to fill the gap, supercharged by conducive government policies and insatiable local demand.

Nvidia (NASDAQ:NVDA) has ridden the AI wave to extraordinary heights. Since late 2022, when generative AI tools like ChatGPT ignited the revolution, Nvidia’s shares have surged 1,000%, transforming the chipmaker from a gaming graphics leader into a $4 trillion powerhouse.

The Big Short' investor Michael Burry has publicly called the financials of Nvidia into question, and the company has fired back.

Here’s the full article on the latest rumor about Nvidia potentially cutting VRAM supply to board partners — what it means & what you should watch out for. Title Nvidia might stop sending VRAM with its GPUs — your next graphics card build could get messy Subheading: Memory crunch forces a bold move: board vendors may now be left to source their own GDDR chips,

Nvidia's sterling armor was dented this month. Now, Nvidia and its CEO Jensen Huang are in the rare position of playing defense.

This year’s revenues are anticipated to be around $215 billion, with the figure expected to surpass $300 billion next year.

Nvidia , the world's most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on Wall Street and social media.

Nvidia has been vocal in refuting budding criticisms, and there’s debate over the merits of its communications strategy.

A report sent shares of Nvidia tumbling as concerns increase that Google is coming for its chip business.

China's focus on pushing domestic chips could make Baidu's chip unit, Kunlunxin, a fast-growing business for the company.

Nvidia stock dips on valuation fears, but soaring Blackwell demand, strong guidance, and bullish analyst targets point to a rebound.