Nvidia's sterling armor was dented this month. Now, Nvidia and its CEO Jensen Huang are in the rare position of playing defense.

The Big Short' investor Michael Burry has publicly called the financials of Nvidia into question, and the company has fired back.

Here’s the full article on the latest rumor about Nvidia potentially cutting VRAM supply to board partners — what it means & what you should watch out for. Title Nvidia might stop sending VRAM with its GPUs — your next graphics card build could get messy Subheading: Memory crunch forces a bold move: board vendors may now be left to source their own GDDR chips,

Nvidia’s customers have a big incentive to explore cheaper alternatives. Bernstein, an investment-research firm, estimates that Nvidia’s GPUs account for over two-thirds of the cost of a typical AI server rack.

Nvidia , the world's most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on Wall Street and social media.

Meta is reportedly considering buying Google's AI chips for its data centers in the coming years, adding to the selling pressure on Nvidia stock.

This year’s revenues are anticipated to be around $215 billion, with the figure expected to surpass $300 billion next year.

Dow industrials add more than 600 points, biggest gain since August.

A report sent shares of Nvidia tumbling as concerns increase that Google is coming for its chip business.

Beyond training, Chinese tech companies also use south-east Asian data centres to service their overseas customers, as Alibaba and ByteDance seek to grow their share of the global cloud computing market. Chinese companies are also expanding access to data centres in other regions such as the Middle East.

To be clear, Nvidia’s graphics processing units (GPUs) remain the gold standard for the AI industry. But Google’s TPUs — which power its highly praised Gemini 3 — are cheaper to develop and require less power. Some industry experts estimate that TPUs offer up to four times better performance per dollar than comparable GPUs.

In a memo to a Wall Street analyst, Nvidia directly responded to a recent X post from Michael Burry that was critical of the company.