Money has been leaving Nvidia and going to other parts of the AI chip complex in recent months.
Get this delivered to your inbox, and more info about our products and services.
The real debate — whether all this AI capacity being built today will be profitable tomorrow — remains unresolved.
The GPU-maker is flat since April 27, while Intel and Micron have popped more than 30% in that time.
Monthly investment flows into the dominant AI chipmaker peaked at about $140 billion in 2024 but have since trailed off to just…
Analysts say the biggest question hanging over the semiconductor sector is whether hyperscale spending on AI hardware can remain…
Some veteran market watchers warn the deal is essentially vendor financing — Nvidia giving OpenAI money so OpenAI can turn around…
Nvidia's deal with Marvell Technology is yet another reason to stick with the AI giant's sluggish stock.
