Howard Marks distinguishes between mean reversion and inflection bubbles, with AI likely representing the latter—innovation ...
Despite both Nvidia stock and Bitcoin delivering similar returns during the past decade, one looks like a better buy than the ...
3h
China is rejecting our chips, says White House AI czar David Sacks; Nvidia responds: It’s clear that
China is reportedly rejecting US-made Nvidia H200 AI chips, favouring domestic alternatives. This move challenges a US ...
Nvidia leads AI semiconductors with strong alpha, valuation support, high R-squared, revenue elasticity, and AMD convex ...
US launched the Pax Silica Summit to build a multinational coalition aimed at securing the global AI supply chain.
6h
With Nvidia's second-best AI chips headed for China, the US shifts priorities from security to trade
The US has allowed Nvidia to sell powerful AI chips to China in return for a share of the profits. This shift weakens export ...
Why Nvidia is perhaps the cheapest AI stock in the market is also directly intertwined with its growth. The company has been a growth machine. Last quarter, it grew its revenue by 62% year over year, ...
Elon Musk warns of an impending AI hardware war, triggered by Nvidia's next-gen Blackwell chips. These powerful processors ...
Nvidia stock may continue to surge as robotics companies compete for the its AI chips. Nvidia already has key partnerships.
Nvidia's main industry is expected to have a 29% compound annual growth rate, and it is far surpassing that. The company's ...
Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders ...
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