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Nvidia’s ‘AI Factory’ narrative faces reality check as inference wars expose 70% margins
Alternative chip makers expose the contradiction in Nvidia's AI factory story: How can inference be a commodity while commanding 70% margins?
Nvidia Can Reach $6 Trillion Market Cap on AI Growth, Loop Says
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 ...
Nvidia CEO Jensen Huang Thinks Tesla Has a Multitrillion-Dollar Artificial Intelligence (AI) Opportunity Up Its Sleeve (Hint: It's Not Robotaxi)
Recently, Nvidia CEO Jensen Huang proclaimed that humanoid robotics could be a "multitrillion-dollar industry." Furthermore, ...
AI Moat Is Melting - But Nvidia Has A Secret Weapon
Nvidia Corporation leverages its AI software and ecosystem to stay ahead despite growing hardware competition. Check out my ...
A.I. Computing Power Is Splitting the World Into Haves and Have-Nots
Only 32 nations, mostly in the Northern Hemisphere, have A.I.-specialized data centers. Last month, Sam Altman, the chief ...
Jensen Huang Has Created Nearly Insatiable Demand for Nvidia’s AI Products
Nvidia’s CEO has successfully positioned the company ahead of emerging technologies. Today it is benefiting from one of the ...
Exclusive: Nvidia, Foxconn in talks to deploy humanoid robots at Houston AI server making plant
It would be the first time that an Nvidia product would be made with the help of humanoid robots and would be Foxconn's first ...