Michael Burry Targets NVIDIA
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Nvidia, Google and Meta
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Nvidia has been vocal in refuting budding criticisms, and there’s debate over the merits of its communications strategy.
This year’s revenues are anticipated to be around $215 billion, with the figure expected to surpass $300 billion next year.
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.
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.
Pressure has been building on Nvidia over the past month. It seemed like Nvidia felt the need to address some of those rumblings.
The Trump administration is weighing whether to let Nvidia sell H200 AI chips to China, pitting national security worries against a massive chip market.
Nvidia’s sales of the computing chipsets powering the artificial intelligence craze surged beyond the lofty bar set by stock market analysts in a performance that may ease recent jitters about a Big Tech boom turning into a bust that topples the world’s most valuable company.
Nvidia Corp. is facing rising concerns that its stranglehold on the market for semiconductors used in artificial intelligence computing is slipping. And that skepticism is now showing up in the stock market.
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