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Google Takes TPUs Deeper Into Neoclouds

Alphabet NASDAQ:GOOGL is trying to sell Google's tensor processing units to neocloud providers, pushing deeper into a market dominated by Nvidia's GPUs, according to The Information.The challenge is distribution. Nvidia NASDAQ:NVDA already has close ties with major neoclouds including CoreWeave NAS…

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Nvidia stock may be strong, but Taiwan just exposed its biggest risk

Nvidia stock's NASDAQ:NVDA latest movement has little evidence that the AI infrastructure boom is losing momentum.NVDA jumped 4% on Friday to close at $210.96, extending their weekly gain to about 8.3% as investors returned to the AI-chip leader following a period of relative underperformance.The a…

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Nvidia Stock Falls Despite Citi Eases Fears Over AI Roadmap

Nvidia NASDAQ:NVDA shares fell about 1% on Thursday even after Citi said discussions with the chipmaker's investor relations team suggested its artificial intelligence product roadmap remains unchanged.Nvidia indicated reports pointing to delays for its next-generation Kyber platform do not reflect…

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Nvidia Stock Slides. DeepSeek Develops Its Own AI Chip

Nvidia NASDAQ:NVDA shares slipped about 0.5% in premarket trading after a report said Chinese AI startup DeepSeek is developing its own artificial intelligence chip for inference workloads.DeepSeek's chip project is aimed at inference, the process of generating responses from trained AI models, rat…

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Nvidia Rises on China and AI Partnership Buzz

Nvidia NASDAQ:NVDA rose Wednesday after reports said the AI chip leader is partnering with rivals on server systems and may regain limited access to China demand.The Information reported that Nvidia has partnered with startup d-Matrix to bring its hardware into a new system for powering AI models…

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Palantir Leads Software Stocks Lower

Palantir Technologies NASDAQ:PLTR led a slide in enterprise software stocks Wednesday as the broader market weakened after the U.S.-Iran truce broke down.Palantir fell 4%, reversing part of its late-June momentum tied to a Nvidia NASDAQ:NVDA deal to run AI and Nemotron models in sovereign environme…

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Nvidia Valuation Falls to Pre-AI Boom Low

Nvidia (NVDA, Financials), the semiconductor company best known for AI chips, graphics processors and data-center hardware, is starting to look cheaper after its recent pullback.Shares have dropped about 16% since their May 14 record. The slide has wiped roughly $1 trillion from Nvidia's market val…

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Nvidia Next AI Chip Launch Could Make or Break the Bull Case

Nvidia NASDAQ:NVDA could face increasing pressure to maintain its rapid growth trajectory as the chipmaker enters a new phase where investor expectations remain exceptionally high.The report noted that Nvidia's latest annual revenue growth of 70.7% marked a slowdown from the stronger pace recorded…

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