Nvidia Corporation posts record data center revenue, yet shares dip on AI bubble fears. Click for this updated look at NVDA stock prospects.

Nvidia (NVDA) shares remain under pressure after a new report suggested that Alphabet (GOOGL) plans to supply its custom AI chips, known as TPUs (tensor processing units), to Meta Platforms (META). The news triggered new debate around whether Nvidia’s long-standing dominance in AI hardware may finally face real competition.

James Thorne calls Google TPUs a 'supply hedge,' not an Nvidia killer, warning investors to expect a 'bear story a day' in the AI market.

Nvidia shares plummeted over 3% after reports emerged that Meta Platforms is negotiating to spend billions on Google's AI chips, signaling a significant challenge to Nvidia's dominance in the AI chip market.

Shares of Nvidia ($NVDA) fell on Tuesday after The Information reported that Meta ($META) is considering using chips designed by Google ($GOOGL).

Concerns over Nvidia’s rising Days Sales Outstanding have sparked debate among investors, but a closer look shows the metric is far less alarming and far more explainable than the bearish narrative suggests.

"ALERT – Nvidia $NVDA – Microsoft $MSFT, and META’s $META growth trajectory is dependent on this sustained middle-class rip-off charade," McDonald wrote on X ...