Alternative chip makers expose the contradiction in Nvidia's AI factory story: How can inference be a commodity while commanding 70% margins?

The artificial intelligence tailwinds that have driven the shares of Nvidia Corp. sharply higher the past few years show no signs of abating, and could eventually push the chipmaker’s value to a ...

Recently, Nvidia CEO Jensen Huang proclaimed that humanoid robotics could be a "multitrillion-dollar industry." Furthermore, ...