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New specialist AI chip is set to extend the company’s lead over rivals
US chipmaker forecasts higher than expected revenues on strong demand for its AI processors
Market will look to forward guidance for indication of how bad disruption may be from AI processor export controls
Our stock-picking contest is midway through. How are the contestants doing?
Technology’s performance has been moderated compared with what was previously sold in key market
Leveraged wagers on individual companies draw the attention of US regulators
Chinese tech groups restricted to using outdated processors as Washington aims to curtail Beijing’s AI ambitions
Ravenous demand for AI services and the desire not to rely on one company spur Nvidia’s rivals
Collaboration announcement comes a day after US tightens rules on chip sales to China
Biden administration’s move aims to limit country’s access to advanced processors
Rise in bond yields means there are more alternatives to betting on the fortunes of the Magnificent Seven tech giants
Traditional valuations may not offer quite as precise a picture of how much companies are worth
Inceptive’s Jakob Uszkoreit, a pioneer of the technology behind ChatGPT, attracts Nvidia funding to design ‘biological software’
Building more fabrication plants in other countries is not the solution for companies that require the highest tech chips
Plus, updates on FTX and an infamous crypto mixing service
A monster earnings report changes the valuation debate
Revenue more than doubles amid soaring demand for chips needed to train latest artificial intelligence models
The future is bright for the US chipmaker as it ramps up production to satisfy a growing list of customers
Low leverage = low losses?
Server production hampered by tight stocks of Nvidia processors and other components
Ride or die
Nvidia’s processors are weakened for the Chinese market, but are still more powerful than the alternatives
Gulf nations acquire thousands of GPUs amid global shortage of semiconductors needed to build large language models
Plus, Treasuries as the unsafe asset
Picking a megacap tech stock was a good choice
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