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NVIDIA GPU COMPETITION
Google's Nvidia chip challenge boosts cloud sales, crimps cash flowThe trade-off, outlined by finance chief Anat Ashkenazi on Alphabet's post-earnings call on Wednesday, offers an early look at the costs of...- Nvidia’s share of China AI chip market falls to 34% as Huawei gains groundNvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions. Domestic competitors like ...
- Nvidia's China AI-chip share falls as Huawei closes gap, report findsNvidia's share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies ...
- ET Startup Awards 2026: Deeptech wants government to step up as the first customerAt the discussion, titled ‘Building the Hard Stuff in India’, moderated by Accel partner Prashanth Prakash, founders from the space, semico...
- Nvidia still 'the one' for AI? BNP Paribas raises target to $345, sees up to 47% upsideBNP Paribas has retained its Outperform rating on Nvidia and raised its target price to $345 from $285, implying 47% upside. The brokerage ...
- Palmonas' offline push; IndiaAI's GPU crunchHappy Thursday! Demi-fine jewellery brand Palmonas is betting on offline stores, cofounder Pallavi Mohadikar said. This and more in today’s...
- ETMarkets NRI Talk | AI’s 30x sales premium: Apurva Sheth on OpenAI, Anthropic and the valuation debateOpenAI and Anthropic are reportedly commanding valuations that translate into roughly 30-38 times price-to-sales, compared with around 3.7 ...
- Dell Alienware 15 launched on Flipkart: Redefining mid-range gaming and creator hardware in IndiaDell has introduced the Alienware 15 laptop in India via Flipkart, marking a significant step for gamers seeking high-end performance witho...
- Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upsideBNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia'...
- When Jensen Huang predicted the future with a chip in hand: Resurfaced 2009 interview shows why Nvidia is ruling the AI revolutionA resurfaced 2009 interview of Nvidia CEO Jensen Huang with Charlie Rose has gone viral for showcasing his foresight into the computing rev...
- Intel is in revival mode: Intel stock spikes as Nvidia to invests $5 billion while AMD falls 3.22% — what does this sudden shift mean for Intel’s future and the chip industry?Intel's stock has surged nearly 30% today, marking its largest single-day gain in decades. This spike follows Nvidia's announcement of a $5...
- What happened? Analyst slashes Nvidia stock target despite year-to-date gainsNvidia stock price target 2025: Nvidia, despite its AI chip dominance, faces Wall Street concerns as Citi lowers its stock target due to ri...
- This next generation GPU chip from Nvidia could boost the company's revenue by 30% and decimate competition; here's everything about the chipNvidia is currently one of the leading companies of the world, owing to the fact that it has attained a massive market capitalization in th...
- Nvidia's business practices in EU antitrust spotlightEU regulators are investigating Nvidia for possible product bundling, leveraging its 84% GPU market dominance. They’re examining if GPU sal...
- Explained: Why is France targeting Nvidia?France's antitrust regulator is set to charge Nvidia in relation to alleged anti-competitive practices. The move comes after dawn raids by ...
- Yotta Data Services to offer cheapest AI compute rates globally, says CEOYotta Data Services, partnering with NVIDIA, aims to provide competitive AI compute capacity. Leveraging unique market position, it plans t...
- ETtech Explainer: All you wanted to know about Nvidia’s Blackwell AI chipNvidia highlighted that Blackwell chips enable organisations to develop and operate real-time generative AI on trillion-parameter large lan...
- Explainer: Why is France raiding a graphics card company?A raid by French authorities of the offices of a technology firm named as Nvidia in media reports is the latest among a string of such acti...
- AI chips are hot. Here's what they are, what they're for and why investors see goldSuch chips have suddenly taken center stage in what some experts consider an AI revolution that could reshape the technology sector - and p...
- AI chips are hot. Here's what they are, what they're for and why investors see goldSuch chips have suddenly taken center stage in what some experts consider an AI revolution that could reshape the technology sector - and p...
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