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.

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.

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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.

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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 ...

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 ...

Bank of America analyst Vivek Arya remains bullish on Nvidia following a meeting with leadership. The analyst noted a continued demand for the company's AI chips. Get special access to three ...

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".