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Nvidia

Can Custom AI Chips Dethrone Nvidia? The 80% Empire vs the 44% ASIC Surge

Can Custom AI Chips Dethrone Nvidia? The 80% Empire vs the 44% ASIC Surge

Nvidia still owns roughly 80–85% of the data-center AI chip market — but that's down from about 92% in 2023, and custom chips built by Google, Amazon, Microsoft, and Meta are growing about three times faster than merchant GPUs. This is the real "can anyone beat

Nvidia Now Takes Equity Instead of Cash: Is $800 Billion of AI 'Circular Financing' the New Dot-Com?

Nvidia Now Takes Equity Instead of Cash: Is $800 Billion of AI 'Circular Financing' the New Dot-Com?

TL;DR — Nvidia has stopped simply selling chips to cash-strapped AI startups and started financing them: its new AI Computing Partner Program hands GPU capacity to cloud providers in exchange for a cut of their future revenue, backed by a guarantee to buy back any capacity they can'

The AI Trade Just Cracked — What the Selloff Means

The AI Trade Just Cracked — What the Selloff Means

TL;DR — The Nasdaq just logged its fifth straight losing session as chip stocks tumbled, and Oracle had its worst week since the 2001 dot-com bust on fears about how the AI boom is being financed. Big-name investors are openly using the word "bubble." The boom