Nvidia stock slips. How Iran fears are squeezing the AI chip maker.

Investors worry that the two-week truce between the U.S. and Iran may not hold.

Nvidia Might Have a Memory Problem, Analyst Says. What It Means for the Stock.

Nvidia stock is waiting for the catalyst of its new Vera Rubin hardware but the chip maker might have scaled back production plans, KeyBanc says.

AI Chip Demand Shows No Signs of Slowing. Can Chip Stocks Keep Up?

Taiwan Semiconductor Manufacturing Co. reported record quarterly revenue on Friday, the latest sign that AI chip demand ...
tom's Hardware on MSN

Nvidia market share in China falls to less than 60%

Local chip makers take 41% of the Chinese AI semiconductor market, while Nvidia's market share falls to 55% — down from the ...
The Information

SK Hynix Is the Overlooked Memory Chip Maker

The memory chip market right now is governed by a triumvirate of companies, led by South Korean firm SK Hynix, followed by ...

Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks

Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market last year, eroding Nvidia's ...

Is It Too Late to Buy Nvidia Stock?

The simple answer is "no." Nvidia is still a top stock to own.
MarketWatch

Nvidia is shifting focus away from China chip sales

Nvidia’s artificial-intelligence chips have been a point of tension between the U.S. and China, and the company’s latest move could signal that it’s giving up the fight to sell them in China for now.

Should Arm’s AGI Chip Have NVIDIA Investors in a Panic?

Arm Holdings (NASDAQ:ARM) is no longer just a provider of blueprints for chips; it’s poised to make a big splash in the chip ...
Morningstar

Nvidia is shifting focus away from China chip sales

The chip maker has reportedly stopped production of its H200s for China at TSMC, and is focusing instead on Vera Rubin Nvidia reportedly stopped production of its H200 chips for China. Nvidia's ...