Nvidia insists the AI boom is no bubble, but rising client concentration and circular spending have analysts sounding alarms.
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Falling hardware costs will make powerful, home-hosted large language models both practical and essential.
Nvidia on Wednesday surprised Wall Street with accelerating growth after several quarters of slowing sales.
Jensen Huang says China could surpass the US in AI, prompting experts to debate whether Beijing can truly lead.
Nvidia CEO Jensen Huang has warned that China will beat the US in the artificial intelligence race.
Nvidia’s most advanced chips will be reserved for US companies, US President Donald Trump said.
Nvidia made history on Wednesday, powered by a stunning rally that has cemented its place at the centre of the AI boom.
Beijing has long been irked by Washington’s export controls that ban Nvidia from selling its most advanced AI chips to China.
Nvidia has agreed to pay $1-billion for a stake of 2.9% in Nokia as part of a deal focused on AI and data centres.
Altron Group chief technology officer Bongani Andy Mabaso explains the rationale for the AI factory investment in this episode of the TechCentral Show.