A "buy the rumor, sell the news" event may take shape, yet again.

TL;DR: NVIDIA is reducing production of its B40 AI GPU for China from 1.5-2 million to 900,000 units in 2025, as Chinese AI firms favor RTX 5090 gaming GPUs, Hopper AI chips, and local alternatives.

Though Huang's growth strategy is well-intentioned, he may end up inadvertently hurting his company and its shareholders.

Achieving that 10x cost reduction is challenging, though, and it requires a huge up-front expenditure on Blackwell hardware.

Although Broadcom and Advanced Micro Devices are formidable threats to the world's largest publicly traded company, its top concern comes from within.

Nvidia Corporation's outlook turns bullish: hyperscaler capex boosts data center growth, with secured HBM4 and TSMC CoWoS capacity. Click for this NVDA stock update.

Nvidia (NVDA) reached a $4.6T market capitalization driven by dominance in AI chips. Concerns have grown that Nvidia will lose its top dog position as competition grows. But there is one number that ...

NVDA and AVGO are riding on the AI boom, but higher EPS forecasts, data center dominance and a cheaper valuation tilt the ...