Nvidia's Fort Is Sieged By Big Tech, China, And Startups, But It's A Two-Year Buy (Rating Upgrade)
Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects.
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Google Versus xAI AI Compute Scaling
Google Gemini 2 AI model (just released) were trained with over 100,000 Trillium chips have been deployed in a single network ...
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Telekom Malaysia joins Asia’s GPUaaS gang
South-east Asia telcos are going all in on GPU-as-a-service as they scramble to support the region’s AI transformationTelekom Malaysia is the latest to launch ...
Advanced Micro Devices: A No-Brainer Buy For Long-Term Value Investors In 2025
Advanced Micro Devices' current position in AI-GPU market closely mirrors Nvidia’s development path from 1.5 years ago. See ...