Nvidia ( NASDAQ:NVDA ) has ridden the AI wave to extraordinary heights.
While you've been sweating the details over Thanksgiving, famed investor Michael Burry – the one portrayed by Christian Bale played in “The Big Short” – has been waging an increasingly aggressive war against Nvidia.
Alphabet may beat NVIDIA in the MAG-7 race over the long term as GOOGL surges and TPUs gain traction. ETFs like GXPC, FCOM, IXP and VOX offer targeted exposure.
Nvidia looked poised to have a great month on the heels of hitting an all-time high and another blockbuster earnings. Instead, the AI chipmaker has faced ongoing concerns about a possible AI bubble and increased competition from Google.
Leading Chinese technology companies are training their latest artificial intelligence models outside the country to secure access to Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) processors and sidestep US export controls, according to the Financial Times. People familiar with the shift told the newspaper that Alibaba and ByteDance are among the firms now using data centres in Southeast Asia to train new large language models.
Top Chinese firms are training their artificial intelligence models abroad to access Nvidia's chips and avoid U.S. measures aimed at curbing their progress in advanced technology, Financial Times reported on Thursday.
Nvidia , the world's most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on Wall Street and social media.
NVIDIA stands out among profitable AI picks as strong net income ratios help spotlight leaders positioned for 2026 momentum.
Nvidia has been vocal in refuting budding criticisms, and there's debate over the merits of its communications strategy.
Nvidia's Data Center revenue hit $51.2B in Q3FY26, soaring 25% QoQ and 66% YoY, driving most total company sales. Management expects Q4FY26 revenue to surpass $65B, supported by unprecedented AI compute demand and accelerating Blackwell GPU adoption. Strategic partnerships with OpenAI, Google Cloud, Microsoft, Oracle, and sovereign buyers secure long-term infrastructure deployment and global market dominance.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) remains the uncontested leader in the AI chip race despite rising competition from the likes of Alphabet's Google, analysts at Wedbush believe. “The AI Revolution starts and ends with Nvidia today, and that is not changing for another few years,” the analysts wrote, highlighting that Nvidia's dominance in AI hardware remains firmly established despite the growing presence of Google's TPU chips and other entrants.
Several companies closely involved in the AI frenzy, Palantir and NVIDIA, posted massive growth, with demand remaining red-hot.