Nvidia leads in AI chips with strong growth and a powerful software moat, but faces high valuation risks amid rising ...

An Nvidia spokesperson, in response to a media report last week, had said "Hopper demand is very strong, broad Blackwell sampling has started and production is on track to ramp in the second half".

They argue that if we can do advanced AI computing for cheaper, then that will hurt the demand for NVIDIA’s chips. I couldn’t disagree more.

As anticipation of Nvidia's (NVDA) upcoming earnings report builds, Raymond James analysts said they expect a solid quarter on demand for its artificial intelligence (AI) chips.

Amazon, with its Trainium2 AI chips, offers alternatives. Trainium2 chips could provide cost savings and superior computational power, which could shift AI workloads away from Nvidia’s offerings.

Nvidia shares rose 33 points in after-hours trading, or nearly 7%, to $504 a share. The company's stock is up 222% so far this year.

Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the ...

So far, demand for Nvidia's AI chips has not faltered. Big customers such as Microsoft and Meta have said they plan to plow ahead with their steep data-center spending.

AI infrastructure investment and chip demand will also help TSMC overcome headwinds in other segments, including PCs and smartphones. Yet, server GPUs accounted for just 12% of the global ...

Supply for in-demand AI chips has remained constrained as manufacturers such as Taiwan's TSMC (2330.TW) struggled to catch up and expand capacity for complex techniques such as advanced packaging.