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Nvidia Trades Cheap Relative to Its 2030s Earnings Path
13 Jan 2026 00:23 GMT
… suggesting continued bullish support.
NVIDIA and Eli Lilly Invest $ …
The latest evidence of NVIDIA’s commanding presence in …
Other sectors in which NVIDIA has entrenched itself include machinery … a problem, as most manufacturers will shift focus to HBM …
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The Microchip War: How Taiwan, ASML, and Nvidia Hold Global Power
12 Jan 2026 23:25 GMT
… advanced semiconductor supply chain.
Nvidia’s software lock-in … this ecosystem is CUDA, Nvidia’s proprietary parallel computing … or breadth of support.
Nvidia continually expands CUDA’s … , long a vertically integrated manufacturer, now depends on TSMC …
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Nvidia RTX 5090 Supply at Risk Due to Memory Constraints
11 Jan 2026 12:04 GMT
… supply chain, particularly affecting Nvidia’s RTX 50-series … GDDR7 VRAM, used in Nvidia’s RTX 50-series graphics …
As a result, memory manufacturers are prioritizing enterprise and AI … emerged regarding manufacturing practices. Nvidia is rumored to be shipping …
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Nvidia and Tesla have chosen different strategies to achieve autonomous driving
10 Jan 2026 23:44 GMT
… exhibition in Las Vegas, Nvidia CEO Jensen Huang presented … develops a closed ecosystem, Nvidia made Alpamayo an open-source … This allows any car manufacturer to integrate and retrain the … acts "instinctively."
Nvidia Alpamayo uses a hybrid approach …
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Nvidia resets the economics of AI factories, again
10 Jan 2026 22:42 GMT
… AI research labs, original equipment manufacturers and enterprise customers think about … components misses the broader story. Nvidia simultaneously advanced every major silicon … design philosophy and further differentiates Nvidia from any competitor.
Metrics …
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Deutsche Telekom and NVIDIA to roll out an industrial AI cloud tailored for European manufacturers by 2026
10 Jan 2026 22:17 GMT
… sovereignty for German and European manufacturers seeking competitive advantages. Industry leaders … using cutting-edge NVIDIA hardware, such as NVIDIA DGX B200 nodes … twin technology to robotics, using NVIDIA Isaac and Omniverse platforms. Enterprises …
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SK Hynix Unveils Next-Gen AI Memory Lineup at CES 2026, Partnering with NVIDIA
09 Jan 2026 22:28 GMT
… Memory Creator” alongside an “NVIDIA Partner” certification plaque signed … Jensen Huang, CEO of NVIDIA.
The highlight of the … the leading memory semiconductor manufacturers globally, competes with major … . Its strategic partnership with NVIDIA, a key player in …
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Nvidia-Backed Lambda Raises $350M for AI GPU Expansion
09 Jan 2026 15:03 GMT
… which highlighted investments directed toward Nvidia hardware and infrastructure development. This … Backing and Market Momentum
Nvidia’s involvement is particularly noteworthy … Information, illustrates how chip manufacturers are leaning on specialized clouds …
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Nvidia’s go-to chipmaker TSMC sees revenue top estimates
09 Jan 2026 08:09 GMT
… .
The go-to chipmaker for Nvidia Corp. reported a roughly 20% … demand for data center chips, Nvidia executives expressed optimism this week … AI adoption. TSMC, a major manufacturer of chips for Apple Inc …
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China appears poised to allow Nvidia imports as soon as this quarter: reports
09 Jan 2026 06:07 GMT
… whether they should allow Nvidia imports and weigh potential … according to the report.
Nvidia has been particularly stringent about … have both privately told Nvidia that they are considering … .
Nvidia typically sells its AI chips to server manufacturers like …