NVIDIA shares are down
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What was pitched as the biggest computing project in history is now facing delays, internal skepticism, and growing competitive pressure.
This is all to say that Micron may not surge 10x from here and become the "next Nvidia." However, given the secular tailwinds fueling its growth, I do think Micron is on the cusp of having an "Nvidia moment" and could experience another breakout.
Graphics card prices are skyrocketing and there doesn't appear to be relief in sight, but these older graphics cards may still offer the performance you want.
The database and cloud software company assured investors that NVIDIA and OpenAI's supposedly lofty deal won't help or hurt its business.
2hon MSN
Exclusive-OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say
By Max A. Cherney, Krystal Hu and Deepa Seetharaman SAN FRANCISCO, Feb 2 (Reuters) - OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips, and it has sought alternatives since last year,
Over a long-term timeframe, the growth prospects of Nvidia Corporation are largely intact, but there is high risk around Q1 FY27 margins and China revenue. Learn more on NVDA stock here.
Beijing reportedly approved the sale of hundreds of thousands of Nvidia H200 chips to Chinese AI companies—the culmination of a dramatic shift in US tech policy.
Oracle is raising more debt and Nvidia is walking back its OpenAI investment target. Both are signs that the AI trade could be on shaky ground, according to one analyst.