Nvidia Just Lost $279B—So Why Is TSMC’s Supplier Still Betting on Explosive AI Growth?
Nvidia’s $279B wipeout isn’t slowing AI. Scientech says demand is only accelerating as TSMC’s packaging powers nearly every AI chip on earth.
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Google TPU Gambit: Can It Break Nvidia’s Grip on AI Data Centres?
Google is pushing its custom TPU chips into rival data centres, striking deals with firms like Fluidstack to reduce reliance on Nvidia GPUs
$1B Hong Kong IPO & Thai Expansion: NVIDIA Supplier Victory Giant Power Move
China’s Victory Giant, a key NVIDIA supplier, is expanding in Thailand with a new PCB plant and aiming to raise $1B through a Hong Kong IPO.
Nvidia $900 Billion Fall: What’s Behind the Chipmaker’s Market Tumble?
Nvidia’s meteoric rise to a $3 trillion valuation has hit a sharp reality check. In just weeks, the chipmaker lost almost $900 billion in value, rattling investors and sparking fears of an AI bubble.
Broadcom vs Nvidia: $10 Billion AI Bet That Could Shake the Data Center Market
Broadcom takes on Nvidia! With a $10B AI order and 63% AI revenue growth, the company is quietly shaking up the data center market.
GB10 Breakthrough: Could Nvidia Really Buy MediaTek for $73B?
While the chip has sparked $73 billion acquisition rumors, regulatory, geopolitical, and strategic hurdles make a deal unlikely.
B30A & Beyond: Why Chinese Firms Can’t Quit Nvidia
Despite government caution, Chinese tech giants are racing to secure Nvidia’s H20 and B30A AI chips. With 6 times the H20’s power, these chips could redefine AI development in China
NVIDIA’s Explosive AI Growth Comes with a Catch: 39% of Sales Tied to Two Customers
NVIDIA’s SEC filing shows growing dependence on two major buyers for nearly 40% of revenue. The trend highlights both explosive AI-driven growth and potential client concentration risks.
Nvidia’s $5B China H20 Opportunity: Can Easing Geopolitics Boost Its Stock?
Nvidia could gain up to $5B in China H20 chip sales if U.S.-China tensions ease. Here’s how that revenue boost may impact margins, competition, and NVDA stock price.
Cambricon: Can China’s “NVIDIA” Sustain Its Explosive Growth or Is It a Bubble Ready to Burst?
Cambricon’s stock has skyrocketed on China’s AI ambitions, but is the “Chinese NVIDIA” a true tech leader or a bubble about to burst? Explore its growth, risks, and future.
