NVIDIA Aktie News

A deal to use Google's TPUs for Meta's AI models could be worth billions and eat into Nvidia's dominant market share.

Dow industrials add more than 600 points, biggest gain since August.

Alphabet Inc. is disrupting the AI chip market with its custom TPUs, challenging Nvidia's dominance and reshaping industry dynamics. GOOGL's TPUs offer superior performance-per-dollar, attracting major clients like Meta Platforms and Anthropic, and threatening up to 10% of NVDA's annual revenue. NVDA retains strengths in its CUDA ecosystem and flexible GPUs, but faces margin pressure as TPUs ga...

On a day when the tech sector is doing its best to prop up market sentiment, some of its biggest names are lagging behind.

Microsoft, Nvidia, Apple and other major tech names are positioned to remain top performers into year-end, according to Wedbush analysts who argue the AI boom is far from peaking. The analysts believe that fears of an AI bubble are misplaced, pointing instead to accelerating enterprise demand and an investment cycle still in its early stages.

Nvidia made headlines on Tuesday after issuing an unusual seven-page memo to Wall Street analysts explicitly denying allegations of accounting fraud “akin to Enron.” The response was triggered by viral claims from Michael Burry, the investor famous for predicting the 2008 financial crisis, and a Substack critique questioning whether AI capex sustainability masks hidden leverage.

Meta Platform is reportedly signing up to buy new AI chips from Alphabet. Meta is one of Nvidia's biggest customers, and investors are selling out of the AI hardware leader's stock in response to the news.

Nvidia tried to tamp down fears of Google coming for its chip business. A report of Google talking with Meta about chips for its data center sent Nvidia shares falling.