NVIDIA Corporation (NVDA)
Will Alphabet Outshine NVIDIA in the MAG-7? ETFs to Watch
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's bumpy November
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.
Chinese tech groups train AI abroad to access Nvidia chips, report says
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.
China's tech giants move AI model training overseas to tap Nvidia chips, FT reports
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 rebuts critics in memo to analysts amid pushback campaign
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 and Micron Stand Out as Likely Profitable AI Winners for 2026
NVIDIA stands out among profitable AI picks as strong net income ratios help spotlight leaders positioned for 2026 momentum.
Nvidia is going out of its way to rebut online criticism. Is this savvy PR or adding fuel to the fire?
Nvidia has been vocal in refuting budding criticisms, and there's debate over the merits of its communications strategy.
Nvidia's Next Surge Is Forming
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 remains uncontested AI leader as rivals gain momentum, Wedbush says
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.
AI Earnings Roundup: NVIDIA & Palantir
Several companies closely involved in the AI frenzy, Palantir and NVIDIA, posted massive growth, with demand remaining red-hot.
Nvidia Rebuts Claims the Ghost of Enron Haunts Its AI Surge
Nvidia ‘s (NASDAQ:NVDA) evolution from a gaming chips maker to the premier supplier for AI systems has been nothing short of astounding.
Chinese regulators reportedly bar ByteDance form using Nvidia chips in new data centers
Chinese authorities have reportedly blocked TikTok-owner ByteDance from deploying Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) chips in its new data centers, according to a report on Wednesday from The Information, which cited two company employees. ByteDance, which purchased more Nvidia chips than any other Chinese firm in 2025, had been rapidly acquiring computing power to support its billion-plus users amid concerns that Washington could further restrict chip supplies.
