NVIDIA Readies New China Chip
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We pit this 16GB graphics card against the AMD Radeon RX 9070 XT in loads of the latest game benchmarks, including Doom The Dark Ages.
When Nvidia, the chip producer, reports earnings next week, investors expect the S&P 500 to have a bigger reaction than when the Fed chair delivers a big speech on Friday.
Just because it's already the biggest company in the world by market cap doesn't mean the GPU leader doesn't have a lot of room to grow.
Nvidia Corp. has instructed component suppliers including Samsung Electronics Co. and Amkor Technology Inc. to stop production related to the H20 AI chip, the Information reported, citing unidentified sources.
The nuance here is that the dot-com bubble was defined by abundance — too many companies, too much capital, and too many competing investment ideas. Meanwhile AI, at least so far, offers a story of scarcity built almost entirely on a single company.