NVIDIA Corporation (NVDA)
Google Vs. Nvidia: Trillions Of Dollars At Play
Alphabet Inc. is disrupting the AI chip market with its custom TPUs, challenging Nvidia's dominance and reshaping industry dynamics. GOOGL's TPUs offer superior performance-per-dollar, attracting major clients like Meta Platforms and Anthropic, and threatening up to 10% of NVDA's annual revenue. NVDA retains strengths in its CUDA ecosystem and flexible GPUs, but faces margin pressure as TPUs gain traction for cost-sensitive AI inference workloads.
GOOGL vs. NVDA: Is There a New Leader in AI?
Just a few months ago, analysts and investors were openly questioning Alphabet's ( GOOGL ) future, arguing that large language models would cannibalize search and erode its core business. Today, the narrative has flipped.
Nvidia responds after Meta opts for Google chips; What's next for NVDA stock?
American technology giant Nvidia (NASDAQ: NVDA) has addressed market concerns following reports that Meta Platforms (NASDAQ: META) is exploring the use of Google's tensor-processing units for its AI workloads.
Nvidia's Business Is Booming. Its Stock Is Falling.
Nvidia blew past high expectations when it reported quarterly results last week. Its stock is getting hit anyway.
Nvidia shares sink 4% after report of Meta in talks to spend billions on Google chips
Google could take as much as 10% of Nvidia's annual revenue as a result of the deal, since Meta currently uses Nvidia's graphics processing units, according to a report.
Is This Nvidia's Next Trillion-Dollar Opportunity?
Nvidia ( NASDAQ:NVDA ) has ridden the AI wave to unprecedented heights.
Are These 3 Under-the-Radar AI Stocks the Next Big Growth Stories?
NVIDIA Corp. NASDAQ: NVDA, the world's largest company and a major bellwether for the AI industry more broadly, has experienced a share decline of nearly 14% since late October. While some risk-averse investors will take the first sign of a pullback as confirmation that AI is too dangerous a space, others might see an opportunity to buy in.
Why Nvidia stock is crashing today
The shares of American semiconductor giant Nvidia (NASDAQ: NVDA) are falling in pre-market trading as investors digest news that Meta (NASDAQ: META) will be opting for Google chips.
NVIDIA (NASDAQ: NVDA) Price Prediction and Forecast 2025-2030 for November 25
Shares of NVIDIA Corp. (NASDAQ:NVDA) lost 0.35% over the past five trading sessions after losing 4.32% the five prior.
Wall Street Breakfast Podcast: Nvidia's Chip Reign Challenged
Nvidia (NVDA) stock drops +3% premarket as Meta reportedly considers a multi-billion-dollar deal for Google AI chips, challenging NVDA's market dominance. Bed Bath & Beyond (BBBY) will acquire The Brand House Collective (TBHC) in a $26.8M merger, aiming for double-digit sales growth and $20M in annual savings.
Nvidia says it's not Enron. Michael Burry makes a different dot-com parallel.
Nvidia and Michael Burry, the famed investor who was chronicled in The Big Short by spotting the subprime bubble, appear to be in a war of words.
Two Top Analysts Disagree on Nvidia — Here's Why
Is Nvidia a great buy today, or a stock to avoid?
