Nvidia’s Customers Are Becoming Its Competitors In an ironic twist of technological fate, Nvidia’s biggest customers — the same companies that helped fuel its meteoric rise during the AI revolution — may soon become its fiercest competitors. The chipmaker’s cutting-edge ...
A Win for Headlines, But Not for the Core Issue When Nvidia (NVDA) announced its $5 billion investment in Intel (INTC), Wall Street applauded. Intel’s stock jumped nearly 30% in a single day, as investors saw the deal as validation ...