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Can Jensen Huang maintain Nvidia’s grip on AI as competitors rise amid geopolitical tensions?
Nvidia dominates AI with 94% of the GPU market and record revenue, but mounting pressure from Amazon, Google, China’s chip ban, and rising rivals is starting to test its grip.
In our view, the Intel–Nvidia pact further accentuates Nvidia Corp.’s dominant market position and represents a milestone in ...
Nvidia stock was slipping as one of its major customers is accelerating its efforts to have alternatives to the company's AI chips.
Nvidia CEO Jensen Huang claims that China is "nanoseconds behind" the US in terms of AI technology and chipmaking. During an ...
When Intel and Nvidia announced their partnership on September 18, 2025, the US$5 billion equity stake dominated headlines.
AI developers use popular frameworks like TensorFlow, PyTorch, and JAX to work on their projects. All these frameworks, in turn, rely on Nvidia's CUDA AI toolkit and libraries for high-performance AI ...
For the better part of the last three years, the arrival of artificial intelligence (AI) is all Wall Street and everyday ...
Chipmaker Cerebras Systems has raised more than $1bn from investors including Fidelity and Donald Trump Jr’s firm 1789 ...
Nvidia has largely dominated the artificial intelligence (AI) narrative over the last few years thanks to its combination of leading chips and software.
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