After explosive gains in yesterday's session, Nvidia (NVDA -6.52%) stock is seeing big sell-offs in Thursday's session. The artificial intelligence (AI) hardware leader's share price was down 7.5% as of 1 p.m. ET. At the same point in today's trading, the S&P 500 was down 4.5%, and the Nasdaq Composite was down 5.5%.The stock market saw nearly unprecedented single-day gains yesterday after President Donald Trump announced that goods from all countries except for China would have an import tax rate of 10% an ...

After a face-melting rally yesterday that saw shares of Nvidia (NVDA -4.71%) surge over 15%, shares once again found the red today, trading about 5% lower as of 10:22 a.m. ET. Analysts at Morgan Stanley issued a new research report on the company this morning, while the broader market gave back some of its gains, with the tech-heavy Nasdaq Composite (^IXIC -3.86%) down over 3%.The tariff saga is not overAlthough the 90-day pause from Trump yesterday removes what many investors viewed as a worst-case scenari ...

Nvidia (NVDA) shares soared 18.7% in the last trading session to close at $114.33. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 11.5% loss over the past four weeks.The upswing was likely driven by a broader market rally following US President Donald Trump’s announcement of pausing the reciprocal tariffs for 90 days. However, a baseline tariff of 10% on imports would continue to apply. Also, the reports of sparing NVIDIA’s H20 ...

Nvidia Corporation’s (NASDAQ: NVDA ) reputation as market’s AI darling has undoubtedly been in deterioration as of late. The stock’s declined by more than 30% this year, with investor confidence increasingly blighted by a concoction of risks to Nvidia’s demandAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other ...

Nvidia is reportedly making various acquisitions in the AI industry.In today's video, I discuss Nvidia (NVDA 18.34%) and recent updates impacting this semiconductor giant. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of April 8, 2025. The video was published on April 8, 2025. ...

Core Viewpoint - Nvidia has been a significant beneficiary of the generative AI boom, with its stock price increasing dramatically since the launch of ChatGPT in November 2022, peaking at $149.43 per share by January 2025 [1] Group 1: Stock Performance and Historical Context - Nvidia's stock has experienced a 35% decline recently due to trade tensions and concerns over AI infrastructure spending sustainability [2] - Historically, Nvidia shares have rebounded after similar declines, averaging a 305% return in the two years following drawdowns exceeding 35% [4] - Over the past decade, Nvidia's stock price increased by 17,400%, despite facing three significant drawdowns of over 35% [3][4] Group 2: Market Position and Demand - Nvidia holds a dominant market position with approximately 98% market share in data center GPUs and over 85% in AI accelerators [6] - Concerns have arisen regarding competition from DeepSeek, a Chinese AI startup, which may impact demand for Nvidia's GPUs [7] - Despite potential competition, analysts expect overall demand for Nvidia GPUs to increase as AI becomes more accessible and costs decrease [9] Group 3: Future Growth Opportunities - Nvidia is well-positioned to benefit from various applications beyond generative AI, including autonomous vehicles and robotics, which will drive demand for its products [9][10] - The AI accelerator market is projected to grow at an annual rate of 29%, suggesting durable revenue growth for Nvidia [13] - Wall Street anticipates Nvidia's earnings to grow at 38% annually through fiscal 2027, indicating that the current valuation of 32 times earnings is attractive [14] Group 4: Competitive Landscape - While Nvidia may face increased competition from ASICs developed by Broadcom and Marvell, the threat is not as significant as perceived [11] - Nvidia's GPUs are supported by a comprehensive suite of software development tools, which provides a competitive edge over ASICs that require companies to develop applications from scratch [12] - Despite potential market share loss, Nvidia's GPUs are expected to account for over 80% of AI accelerator sales by 2030 [13] Group 5: Investment Outlook - Nvidia shares are currently down 35% from their peak, but the company has a history of rebounding from larger losses [15] - The long-term growth potential and current valuation suggest that Nvidia stock is a worthwhile investment for patient investors [15]

美股盘前，台积电(TSM.N)涨0.4%，3月营收同比增46.5%，一季度营收高于预期。苹果(AAPL.O)、英 伟达(NVDA.O)跌2.5%。热门中概股上涨，携程(TCOM.O)涨近5%，阿里巴巴(BABA.N)涨2.5%，拼多多 (PDD.O)涨1.7%。 ...

Core Insights - Google introduced its seventh-generation TPU, Ironwood, at the Google Cloud Next 25 conference, marking it as the most powerful TPU to date designed for large-scale AI reasoning models [1][2] TPU Overview - TPU (Tensor Processing Unit) is a specialized AI chip designed to accelerate deep learning tasks, first introduced by Google in 2015, with the first generation released in 2016 [2] - Ironwood represents a shift in AI infrastructure from reactive models providing real-time information to proactive models generating insights and interpretations [2] Technical Specifications - Ironwood can support a maximum cluster of 9,216 liquid-cooled chips, achieving a peak performance of 42.5 ExaFlops, equating to 42.5 quintillion operations per second [2] - The chip supports FP8 computation, with a performance of 4,614 TFlops, slightly surpassing NVIDIA's B200 at 4,500 TFlops, and has a memory bandwidth of 7.2 TBps, which is lower than B200's 8 TBps [3] - Ironwood features the third-generation SparseCore accelerator, designed to enhance financial and scientific computations, initially aimed at accelerating recommendation models [3] Comparative Analysis - Comparison of TPU generations shows significant advancements: - Pod Size: Ironwood (9,216 chips) vs. TPU v4 (4,896 chips) and TPU v5p (8,960 chips) - HBM Bandwidth: Ironwood (192 GB) vs. TPU v4 (32 GB) and TPU v5p (95 GB) - Capacity: Ironwood (7.4 TBs HBM) vs. TPU v4 (1.2 TBs HBM) and TPU v5p (2.8 TBs HBM) - Peak performance per chip: Ironwood (4,614 TFLOPS) vs. TPU v4 (275 TFLOPS) and TPU v5p (459 TFLOPS) [4] - Ironwood's performance per watt is double that of the previous generation TPU, Trillium, and its chip capacity is six times larger, allowing for handling of larger models and datasets [4] Future Plans - Google plans to integrate TPU v7 into its cloud AI supercomputing services, which will include recommendation algorithms, Gemini models, and AlphaFold [4] - OpenAI's co-founder Ilya Stutskever's AI startup, Safe Superintelligence, is utilizing Google Cloud's TPU chips for its AI research [5]

Core Viewpoint - The U.S. government has decided to suspend further restrictions on NVIDIA's H20 AI chip exports to China following a dinner attended by NVIDIA's CEO Jensen Huang at Mar-a-Lago [1] Group 1: Government Policy Changes - The White House has altered its plans to limit NVIDIA's exports of the H20 chip to China after the recent engagement with the company's CEO [1] - The decision indicates a potential shift in the U.S. government's approach towards regulating AI technology exports [1] Group 2: Industry Implications - NVIDIA, as a leading player in the AI chip market, may benefit from the relaxed export restrictions, potentially enhancing its market position in China [1] - The suspension of restrictions could lead to increased sales and partnerships for NVIDIA in the Chinese market, which is significant for its growth strategy [1]

Core Viewpoint - The Trump administration has temporarily halted plans to expand export restrictions on Nvidia's H20 AI chips to China, following Nvidia CEO Jensen Huang's commitment to invest in U.S. AI data centers [1][3]. Group 1: Nvidia's Position and Actions - Nvidia's CEO Jensen Huang attended a dinner at Trump's Mar-a-Lago estate, where discussions about the H20 chip and potential investments in U.S. AI infrastructure took place [1][3]. - Huang indicated that Nvidia may invest approximately $500 billion in U.S.-made chips over the next four years, highlighting the company's commitment to domestic production [2]. Group 2: Government and Legislative Context - The H20 chip is considered the most advanced AI chip that U.S. companies can legally sell to China, amidst ongoing pressures from U.S. lawmakers for stricter export controls on AI technologies [3][5]. - The U.S. House of Representatives' "China Strategic Competition Special Committee" expressed disappointment over the delay in imposing restrictions on the H20 chip, emphasizing the urgency of limiting exports to prevent competitors from gaining an advantage [5]. Group 3: Financial Performance of Nvidia - Nvidia reported a record revenue of approximately $130.5 billion for the fiscal year ending January 26, 2025, representing a 114% year-over-year increase, with a net profit of about $72.9 billion, up 145% [5]. - The company's revenue from China reached $17.1 billion, marking its highest ever, and 53% of Nvidia's revenue for the fiscal year came from outside the U.S. [5].