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pijaljggfpamh
2 months ago
Interested in NVIDIA Corporation? Here are five stocks we like better.
NVIDIA released CUDA-Q Logical, an open-source software layer that links GPUs with quantum processors to solve practical error correction challenges.
Early testing by Fermilab and Sandia National Laboratories shows dramatic efficiency gains, including a seven-fold faster design cycle and reduced physical qubit requirements.
Quantum hardware firms IonQ, Rigetti Computing, and D-Wave Quantum could benefit as standardized software lowers development costs and enables deeper integration with NVIDIA's infrastructure.
Many investors view quantum hardware developers and classical semiconductor leaders as competing forces in high-performance computing. Recent developments demonstrate that the two architectures are becoming deeply interdependent.

#hardware #here
qwwfsjnqudijywkq
2 months ago
NVIDIA Corporation (NASDAQ:NVDA) is expanding its global AI infrastructure ambitions, with Australia emerging as an important new market for its growing portfolio of GPUs, CPUs, networking products, and AI software.
On September 9, it announced strategic partnerships with Australian NVIDIA Cloud Partners (NCPs) and AI infrastructure providers as it works with local partners toward an AI infrastructure buildout of up to 2 gigawatts by 2027.
The initiative will expand the availability of land, power, and data center shell capacity designed to host multiple generations of Nvidia's DSX AI factory infrastructure. While the buildout is designed to meet Australia's growing demand for AI computing, it could also create a significant new source of demand for Nvidia's hardware and software ecosystem.
The Australian buildout could benefit NVIDIA Corporation (NASDAQ:NVDA) beyond the initial sale of GPUs. Nvidia will provide its DSX platform, accelerated computing, networking, software, and ecosystem support to the emerging network of AI factories. DSX is also compatible with Nvidia's CUDA ecosystem.
As enterprises, universities, government agencies, and startups increasingly build AI workloads around Nvidia's architecture, the company could strengthen CUDA's position as the underlying software platform for AI development and deployment.

#NASDAQ #australian
kmzwolm_xavyuzu
2 months ago
CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)'s Groq 3 LPX rack is in full production and will be deployed alongside its Vera CPUs and Rubin GPUs at neocloud Nebius later this year, Nvidia senior director Dion Harris told reporters.
The rack marks the commercialization of technology from Nvidia's $20 billion purchase of Groq's ***** ets in December, its largest deal on record. Each liquid-cooled rack packages 256 Groq chips. Nvidia said the rack can deliver 3,400 tokens per second, noting a benchmark from Artificial ***** ysis. Groq's chips are manufactured by Samsung, unlike Nvidia's own GPUs, which are made by Taiwan Semiconductor Manufacturing Co.
The $20 billion Groq deal represents a manageable financial risk for NVIDIA Corporation (NASDAQ:NVDA) relative to the strategic capabilities it could add to the company. Bernstein ***** yst Stacy Rasgon told CNBC that Nvidia is financially strong enough to absorb a deal of this size with little impact on its overall position. That gives Nvidia the flexibility to make large strategic investments while expanding into new AI chip technologies without materially straining its balance sheet.
Groq's technology extends Nvidia's dominance across the full AI compute stack rather than creating a rival product line. LPX handles low-latency inference while Nvidia's GPUs continue handling training and large-context processing. The rack can pair with Vera Rubin chips without customers changing their CUDA workflows, deepening the software lock-in that has made Nvidia hard to displace.
Execution has been fast, which matters in a market moving this quickly. Nvidia went from announcing the Groq purchase in December to full production and a named customer, Nebius, in eight months. It is a pace that shows Nvidia can absorb acquired technology and ship it rather than let it stall in integration.

#rack
D7mN5YFOs8M
2 months ago
Nvidia Corporation (NVDA) may be setting up another major catalyst for investors as the chip giant reportedly agreed to acquire Hugging Face for $12.9 billion. According to The Information, the deal would rank among Nvidia's largest acquisitions and give the company control over one of the most important platforms in the open-source artificial intelligence (AI) ecosystem.
The strategic logic extends well beyond simply adding another AI company to Nvidia's portfolio. Hugging Face hosts millions of AI models and datasets and has become a key destination for developers building and deploying open-source AI. Owning the platform could allow Nvidia to strengthen its position at the software and developer layer of AI, potentially reinforcing demand for its GPUs and CUDA ecosystem. It could also provide a counterweight to closed-model leaders such as OpenAI and Anthropic, which are increasingly pursuing proprietary AI chips that could reduce their dependence on Nvidia.
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#NVIDIA #hugging #face #corporation
mix_0157
3 months ago
When someone asks me to name the best semiconductor stock to buy for now and the next few years, my answer is Nvidia (NASDAQ: NVDA). I look at plenty of other chip names, including Broadcom and Advanced Micro Devices, yet I keep coming back to Nvidia because it sits at the center of how artificial intelligence (AI) is built and used, not just at the edge of the hardware market.
The core of the story is Nvidia's data center business. In the most recent fiscal year (ended Jan. 25, 2026), Nvidia reported quarterly data center revenue of $62.3 billion, up 75% year over year, and full-year data center sales are expected to be in the neighborhood of $180 billion. These are massive numbers and show that data centers are the main engine for the company. When hyperscalers and enterprises decide how many AI clusters to build, they start with Nvidia's platform, then layer everything else around it.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The company's platform is not just about a single AI chip. The company's Blackwell architecture connects hundreds of billions of transistors, custom interconnects, and massive pools of memory into unified graphics processing units (GPUs), then scales those GPUs into rack-level systems like GB200 and GB300 that act like giant accelerators. On top of those systems sit DGX SuperPODs, Grace CPUs, and software like CUDA and TensorRT that developers already know and trust. When I picture the AI factories that companies are building, I see Nvidia in the center of the blueprints.
All the above is the technical side. The psychological side matters, too. Nvidia has become the default AI stock for many investors. It is the ticker people think of when they hear about new models, new data centers, or new AI enterprise rollouts. **** ysts often mention Nvidia first when discussing AI infrastructure, and the stock still carries a broad buy rating and targets pointing to meaningful upside from current levels. That attention can create volatility, yet it also means the company gets a steady stream of capital and scrutiny, which pushes management to keep delivering.

#NVIDIA #like #gpus #flashing
1CoPo34FylK
3 months ago
Nate Preston and Chance Carter got two touchdowns each and the Yellow Jackets (1-0) overcame a storm delay to continue their two-decade run of dominance in the 104-year-old series against the Panthers (0-1). … Ray'Shawn Jeffries and Caiden Smith caught TD passes and Ry'Lend Williams ran for a score. … Mason Beane, Taeshon Grace and Ka'ron Robinson picked off passes and DeAndrae McRae recovered a fumble.
The Knights (1-0) pulled ahead on a touchdown with 90 seconds left to avenge two years of setbacks to Nease (0-1). … Rozzi Sperry and Dario Griffin connected on a first-half TD pass for Creekside.
In its first game against St. Johns County public school opposition for 22 years, UC came back to win against the Sharks (0-1).
Bartram Trail got its season off to a winning start against the visiting Toros (0-1). ... The matchup was the first for the schools.
Receiver Brennan Monaco scored four touchdowns and the Barracudas had a feeding frenzy in their opener against the Greyhounds (0-1). ... Shawn Blaylock forced and recovered a fumble and Jason Antolin took an interception back for a TD. ... Aiden Tan also picked off a pass.

#touchdowns #passes #fumble #back
7A3i0hAi
3 months ago
The Commanders' King Boylston scored the deciding two-point conversion in overtime after White stopped Trinity's two-point try, winning a thriller. … White's King Mercer scored a two-point try with 32 seconds left to force OT. … Terel Dallas took a fumble all the way to the end zone to push Trinity in front in the third quarter, and Micah Anderson followed with a touchdown run in a spurt of 28 unanswered points. … King Boylston's 90-yard touchdown run sparked the Commanders (1-0) to an early 14-0 lead.
The visiting Senators struck fast to down Sandalwood (0-1) in a Gateway Conference rivalry.
Zion Longmire's 80-yard touchdown run started Fleming Island (1-0) on the road to victory over the Stingrays (0-1). … Greyson Critch also found Ryan Siliac for a touchdown pass.
KJ Palmer ran for two touchdowns and Paxon (1-1) bounced back with a win over Wolfson (0-1).
The Barracudas had a feeding frenzy in their opener against the Greyhounds (0-1).

#mercer
xidutidijiguro
3 months ago
On August 7, Google Cloud switched on Google Security Operations in its new Taiwan Region, giving local banks, hospitals and chipmakers an AI-powered defense platform they can run without sending sensitive data offshore. It's a small announcement next to Alphabet's (NASDAQ:GOOGL) roughly $4.6 trillion market value, but it captures why investors are paying attention. Alphabet keeps turning AI into products regulated industries will pay to run on their own terms, and that pattern shows up across the business.
The Taiwan launch fits a broader push. Google Cloud revenue jumped 82% to $24.8 billion last quarter, and the segment's operating margin climbed from 20.7% to 35.6% over the same stretch, proof that scale is finally showing up in profit, not just growth. Part of that strength comes from a business model that doesn't depend on who wins the AI race. Anthropic pays Google Cloud for computing power even while competing against Alphabet's own models, and that kind of recurring usage revenue keeps flowing regardless of which lab's chatbot wins.
Alphabet is also pushing further into chips. The company recently began selling its custom Tensor Processing Units directly to outside customers for use in external data centers, a direct challenge to Nvidia's grip on the roughly $300 billion AI accelerator market. D.A. Davidson's Gil Luria has floated Alphabet capturing 20% of AI infrastructure spending, which would value the chip business near $900 billion, while Morgan Stanley expects custom silicon to reach 24% of accelerator sales by 2030, up from 15% today. The Taiwan security launch shows that same platform reach extending into compliance-heavy sectors like finance and healthcare, widening the base of customers Alphabet can sell to.
None of this comes cheap. Alphabet raised its 2026 capital expenditure guidance to a range of $195 billion to $205 billion, and quarterly capex has climbed for five straight quarters, doubling year-over-year to $44.9 billion last quarter. That spending eventually shows up as depreciation, a charge that grows every year and has to be outrun by profit growth.
The headline numbers also need a closer look. Net income nearly quadrupled to $112.1 billion last quarter, but $6.26 of the $9.11 in EPS came from a $99 billion gain on equity securities that is mostly unrealized. Strip that out and underlying earnings were closer to $2.85 per share, which puts the stock nearer 28x forward earnings than the 19x headline multiple suggests. On the chip side, Nvidia's CUDA software remains a deep moat, since switching a team's pipelines off it is expensive, and TPUs are built for narrower workloads than general-purpose GPUs.

#Google
7brick
3 months ago
Semiconductor stocks have been pummeled recently, opening up a nice potential opportunity to buy these stocks while they are down. However, not all semiconductor stocks are created equal, so investors should be selective.
Let's look at one chip stock I'd buy, one I'd continue to hold, and one I'd sell.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
If there is one chip stock to buy in this sell-off, it's Nvidia (NASDAQ: NVDA). Not only is the company the AI infrastructure leader, but its stock is also incredibly cheap and continues to grow rapidly.
Nvidia's biggest advantage is that it has created a wide moat with its CUDA software platform for AI model training. It is the dominant player in the **** e because, many years ago, it planted CUDA in places doing early AI research, making its proprietary software the main platform where most original AI code was written. But this wasn't the only prescient move Nvidia has made over the years; its 2020 acquisition of Mellanox laid the foundation for its networking platform.

#platform #cuda
hxespusltgfpenev
4 months ago
NVIDIA Corporation (NASDAQ:NVDA) provides GPUs and the CUDA-Q platform for quantum simulation, hybrid quantum-classical workloads and the integration of quantum processors with accelerated computing systems.. It is also one of the Best Quantum Computing Stocks to buy and Hold Forever.
Recently, on July 11, Morgan Stanley reiterated NVIDIA Corporation (NASDAQ:NVDA) as its top semiconductor pick and also maintained a Buy rating with a $288 price target. The rating and the research note came after the firm met with the company's top management.
The firm noted that from the meeting it extracted that Nvidia's growth is increasingly coming from beyond traditional AI hyperscalers. In addition, management expressed confidence that revenue growth can keep accelerating even as quarterly sales near $100 billion. Morgan Stanley said demand is diversifying across AI labs, hyperscalers, enterprise customers, neoclouds, and sovereign AI projects. That broader mix reduces the risk of Nvidia's results depending too heavily on a small group of big-spending cloud companies.
Moreover, networking and CPUs are becoming meaningful growth drivers within hyperscale customers as well. The firm also pointed to sovereign AI, industrial applications, and enterprise adoption as areas likely to grow in importance as countries and companies build out their own AI infrastructure.
NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.
266prism_packet
4 months ago
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw.
2026 hasn't been kind to AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)'s shares, as they are up by a modest 9.6% year-to-date. With the shares currently trading around the $207 mark, Bank of America discussed the firm on July 8th as it reiterated a Buy rating and a $350 share price target. NVIDIA Corporation (NASDAQ:NVDA) was in the news recently after ***** eX announced its Grok 4.5 model and revealed that it was trained on tens of thousands of NVIDIA AI chips. Throughout the year, even though rivals such as Google and Amazon have touted their custom AI chips, NVIDIA's products have remained the leaders when it comes to performance.
NVIDIA Corporation (NASDAQ:NVDA)'s own GR00T made inroads into the robotics sector recently after the firm announced a collaboration with Hugging Face to integrate its physical AI capabilities into the LeRobot open source robotics library. The partnership will allow users to consolidate human data, model fine tuning and behavior validation in a single platform.
Antipodes Global Strategy discussed NVIDIA Corporation (NASDAQ:NVDA)in its Q1 2026 investor letter:
"The opportunity in NVIDIA has been created from the market's extrapolation of near-term AI uncertainty, despite a structural demand inflection for the world's dominant AI infrastructure provider. On our estimates NVDA trades on a 2027 multiple of 13x. Management now guides at least $1 trillion in AI infrastructure demand through 2027 — double the $500bn signalled twelve months ago — and frames this as a floor with NVDA the main beneficiary underpinned by the CUDA installed base. Revenue is also diversifying beyond hyperscalers, with sovereign clouds, enterprise, and robotics growing while the SaaS-to-agentic transition represents a further enterprise IT monetisation opportunity."
06prismlynx
4 months ago
NVIDIA Corporation (NASDAQ:NVDA) is one of the best QQQ Stocks to invest in. On July 6, NVIDIA and Hugging Face announced a collaboration to integrate NVIDIA's physical AI capabilities into LeRobot, Hugging Face's open-source library for robotics. This partnership brings the NVIDIA Isaac GR00T 1.7 reasoning model and the Isaac Teleop framework directly to the LeRobot platform, providing developers with a standardized, accessible pipeline for training and deploying foundation models for humanoid robots.
The integration aims to reduce the fragmentation in robotics development by allowing users to collect human demonstration data, fine-tune models, and validate behaviors within a single ecosystem. By connecting NVIDIA Corporation's (NASDAQ:NVDA) tools (including simulation frameworks and physical AI datasets) with Hugging Face's vast community of AI builders, the initiative enables developers to standardize data collection and share performance metrics more effectively.
Looking ahead, the companies plan to incorporate NVIDIA Cosmos 3, a frontier world model, into LeRobot to further support robotics innovation where real-world data is limited. This collaboration seeks to accelerate the pace of robotics research by making advanced AI tools and workflows open and adaptable, fostering a more collaborative environment for building the next generation of physical AI.
NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, APIs, and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
77barely
4 months ago
Ryan Lin is rooming with someone he knows pretty well during San Jose Sharks’ Development Camp.
Lin and fellow Sharks prospect Colton Roberts played together for the Vancouver Giants for a season, and the defensemen also work out together during the summers in British Columbia.
“We’re good friends, so it’s nice,” the 5-foot-11 right-handeder said. “I didn’t see him during the season because he’s in Colorado, so it’s nice to see him again.”
Now the older Roberts is showing Lin – who the San Jose Sharks drafted at No. 21 – around his first development camp. Roberts was a 2024 fifth-round selection.
Lin has already impressed San Jose Barracuda head coach John McCarthy.
shinybaReLy662
4 months ago
Ivar Stenberg looked very comfortable in his first day at development camp.
“You can tell that he’s played against men before, sees the ice well, processes well,” San Jose Barracuda head coach John McCarthy said.
McCarthy thinks that the 2026 San Jose Sharks’ No. 2 pick will adjust well from the SHL’s bigger ice to the NHL’s smaller ice.
“Things happen faster, obviously, on the smaller ice, right? The pressure’s on top of you quicker, so everything has to be dialed up. But we played a small area game today, 2-on-2, and he did fine, I don’t foresee any issues,” McCarthy said. “I thought the [small area] game, he separated himself pretty well.”
The future San Jose Sharks star spoke on all the kids chanting his name on Tuesday, his camp goals, and the social media “controversy” about this true height.
zfclislowlyswice
5 months ago
NVIDIA Corporation (NASDAQ:NVDA) is one of the best trending AI stocks to watch in 2026. NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringing together NVIDIA CUDA-X™ libraries, native double-precision (FP64) performance, and the full-stack capabilities of the NVIDIA AI platform. It further stated that Vera Rubin combines the company's complete accelerated computing stack, ranging from hardware to software and optimized scientific libraries, and accelerated AI, simulation, and data-intensive research. Management stated that the Vera Rubin platform is "designed for the era of agents to advance scientific discovery by accelerating workloads such as climate modeling, computational fluid dynamics, quantum chemistry, and energy exploration".
In a separate development, Reuters reported on June 17 that the United States government awarded $500 million on Wednesday to startup SandboxAQ, which is backed by NVIDIA Corporation (NASDAQ:NVDA), for the development of new chemicals and materials for domestic semiconductor manufacturing. This includes alternatives to PFAS and rare ‌earth imports, and the award is part of President Donald Trump's move to allocate research funds under the CHIPS Act. Reuters also provided additional context, reporting that this effort previously funded a $150 million investment in new chip manufacturing tools and a $2 billion investment in quantum computing.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
flipo
5 months ago
The World Cup 2026 group stage has concluded and now the focus turns to the knockout rounds as nations look to progress as far as possible with sights set firmly on reaching the final in New York.
Germany are one of the favourites to go far in the tournament having finished top of Group E thanks to wins over Ivory Coast and Curacao. However, Julian Nagelsmann’s side lost their final group game against a fearless Ecudaor who overcame Leroy Sane’s early strike to triumph 2-1.
The Germans will take on a rather flacklustre Paraguay who finished third in Group D behind the USA and Australia. The South American side took four points from the group after a slim 1-0 win over Turkey and a goalless draw against Australia. But, they were soundly beaten 4-1 by the US and may find things difficult against a strong Germany.
Here’s everything you need to know about the last-32 tie:
The fixture will take place at Boston Stadium on Monday 29 June at 9.30pm BST (1.30am PT / 3.30pm CT / 4.30pm ET).
x685x6c
5 months ago
NVIDIA Corporation (NASDAQ:NVDA) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 23 that Jamendo has sued NVIDIA Corporation (NASDAQ:NVDA) in California federal court on Monday for the alleged misuse of its data and music to train audio-related AI systems. Jamendo, a music company owned by Winamp ‌Group and based in Luxembourg, said in the lawsuit that NVIDIA Corporation (NASDAQ:NVDA) copied "hundreds of thousands of audio files and related metadata from its platform" to train Fugatto, which is an AI audio generator, and Audio Flamingo, an AI language model that describes sound. Reuters stated that spokespeople for NVIDIA Corporation (NASDAQ:NVDA) did not immediately respond to a request for comment on the lawsuit on Tuesday.
In another development, NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringing together NVIDIA CUDA-X™ libraries, native double-precision (FP64) performance, and the full-stack capabilities of the NVIDIA AI platform. It further stated that Vera Rubin combines the company's complete accelerated computing stack, ranging from hardware to software and optimized scientific libraries, and accelerated AI, simulation, and data-intensive research.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
ZA_9h8BT8
5 months ago
NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth stocks to buy right now. On June 23, NVIDIA introduced the BioNeMo Agent Toolkit, a new software suite providing domain-specific tools designed to enable AI agents to accelerate scientific discovery in life sciences. By integrating over a decade of NVIDIA's libraries and models, the toolkit allows AI systems to perform complex tasks such as protein design, molecular docking, and genomic ****** ysis, acting as a "scientific toolbox" for research-oriented AI.
The toolkit enables agents to gather evidence, reason through findings, and execute computational experiments, essentially providing them with the expertise of a research ****** istant combined with the speed of a supercomputer. Powered by NVIDIA's NIM microservices and other core technologies, the platform is already being adopted by over 50 organizations (including major pharmaceutical companies and research institutions) to streamline workflows in drug discovery and biotechnology.
By allowing AI agents to understand and execute scientific processes autonomously, NVIDIA Corporation (NASDAQ:NVDA) aims to shift the paradigm of research toward faster, iterative design cycles. Collaborations with leaders like the University of Washington's Institute for Protein Design have already demonstrated significant performance gains, highlighting the toolkit's potential to dramatically reduce the time and cost required to solve complex problems in biology, chemistry, and medicine.
NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
09orbit
5 months ago
NVIDIA Corporation (NASDAQ:NVDA) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 23 that Jamendo has sued NVIDIA Corporation (NASDAQ:NVDA) in California federal court on Monday for the alleged misuse of its data and music to train audio-related AI systems. Jamendo, a music company owned by Winamp ‌Group and based in Luxembourg, said in the lawsuit that NVIDIA Corporation (NASDAQ:NVDA) copied "hundreds of thousands of audio files and related metadata from its platform" to train Fugatto, which is an AI audio generator, and Audio Flamingo, an AI language model that describes sound. Reuters stated that spokespeople for NVIDIA Corporation (NASDAQ:NVDA) did not immediately respond to a request for comment on the lawsuit on Tuesday.
In another development, NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringing together NVIDIA CUDA-X™ libraries, native double-precision (FP64) performance, and the full-stack capabilities of the NVIDIA AI platform. It further stated that Vera Rubin combines the company's complete accelerated computing stack, ranging from hardware to software and optimized scientific libraries, and accelerated AI, simulation, and data-intensive research.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
mildlycomet
5 months ago
NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in talks to lease a massive 10-gigawatt data center campus across federal and private land in Ohio. NVIDIA Corporation (NASDAQ:NVDA) is expected to play a key financial and supply role in this deal.
The report noted that the campus is estimated to cost at least $500 billion to build, including the chips, labor, power, and other inputs. Reuters highlighted that OpenAI is expected to control the equipment under a 20-year lease, with payments beginning once operations start. The first phase is expected to come online in 2028. This facility is expected to be developed by SB Energy, a SoftBank unit, on Department of Energy land in southern Ohio. Some portions of the facility are also expected to acquire private land. Reuters noted that it would rank among the largest data center projects ever attempted.
The role of NVIDIA Corporation (NASDAQ:NVDA) as per the report is twofold. Firstly, it will supply hardware for the facility, and secondly, the company is also expected to provide a financial guarantee for OpenAI's lease, making it a significant stakeholder in the project's success.
NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
glid2compass
5 months ago
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 5th on this list.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the first quarter of 2026. This stake consists of PUT bets worth close to 5 million shares. In the hedge fund world, Leopold Aschenbrenner is not alone in betting against AMD. Other elite money managers like Ken Griffin, Israel Englander, Sander Gerber, and Dmitry Balyasny have also declared bearish bets against the chip company. Of the $10.3 billion in Q1 2026 revenue for AMD, the data center segment accounted for $5.8 billion. However, NVIDIA continues to capture an estimated 90% to 95% market share of high-end AI data center GPUs.
READ ALSO: 12 Best Stocks to Buy According to Billionaire David Abrams.
Elite money managers have argued that Advanced Micro Devices, Inc. (NASDAQ:AMD) is fighting an uphill battle against an entrenched ecosystem. The true moat for NVIDIA is not just the hardware, but the proprietary CUDA software ecosystem, which has millions of software developers locked in. Enterprise clients are proving hesitant to rewrite their entire software stacks to migrate to the open-source ROCm platform offered by AMD. Short-sellers calculate that AMD is being valued as an equal AI peer to NVIDIA, when it is actually collecting the residual overflow demand from hyperscalers who cannot secure enough NVIDIA allocation.
While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
DiegoRuiz67
1 yr. ago
¡ESCÁNDALO EN EL CLAN ACUÑA! MARÍA ACUÑA, PLAGIADORA DE TESIS, SE ESCUDA EN LA UNIVERSIDAD DE SU HERMANO
La inmoralidad de los Acuña al descubierto! María Acuña, hermana de César Acuña.
¡Basta ya !!
perrocondueno

#AcuñaPlagiadores #NoALaCorrupción

Comparte tu indignación

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