Nvidia may have yet another advantage in AI — and this one is less appreciated

Bernstein analysts say spending on AI inference has trailed expectations, putting Nvidia in a relatively better spot than peers as the company dominates the AI training market.

Date:

Save story

Topics

Sports - Yahoo Sports
Lakers' JJ Redick says he and Doc Rivers have no bad feelings for one another

Lakers coach JJ Redick says his relationship with Bucks coach Doc Rivers is "fine" after Redick ripped his former coach in statements on ESPN last season.
14 hours ago
Top stories - The New York Times
In a Rambling Speech, Trump Offers Gripes and Yet Another Tax Cut

Even before this latest proposal, aimed at promoting car sales, an analysis found that the former president’s economic agenda could add $15 trillion to the nation’s debt over a decade.
17 hours ago - Donald Trump
Business - CNBC
AMD launches AI chip to rival Nvidia's Blackwell

Advanced generative AI such as OpenAI's ChatGPT requires massive data centers full of GPUs, which has created demand for more companies to provide AI chips.
21 hours ago
Politics - The Hill
This winter may be less predictable than the last few. Here's why

This winter was originally thought to be dominated by the La Niña phenomenon. But now, the Climate Prediction Center believes it will be a "weak and a short duration La Niña" – if it appears at all.
4 hours ago
Business - MarketWatch
Where Nvidia ranks among fastest-growing AI companies. No, it’s not No. 1.

Others ranking high on a broad list of AI stocks include AMD and Micron.
Yesterday
Business - Financial Times
AMD rolls out new AI chip to rival Nvidia

Chief executive Lisa Su believes Silicon Valley group is closing the performance gap with its larger competitor
23 hours ago
Business - MarketWatch
After AMD’s AI event, this analyst says Nvidia’s stock is the better play

Despite underperformance for AMD shares this year and major outperformance for Nvidia shares, a Bernstein analyst said he’d rather get in front of the Blackwell launch than AMD’s latest announcements.
3 hours ago
Business - Inc.
AMD May Unveil New AI Chips Today

The new MI325X chip and the next generation MI350 chip, planned for next year, could be in high demand as AI growth continues at a rapid pace.
22 hours ago
Business - MarketWatch
Nvidia’s stock has broken out, suggesting new record may be just the first step

The stock’s recent breakout from a multimonth bullish “pennant” chart pattern might have some on Wall Street targeting a rally above $170.
23 hours ago
Business - CNBC
Cerebras IPO has 'too much hair' as AI chipmaker tries to sell Wall Street on Nvidia alternative

Cerebras is playing in a huge market with insatiable investor demand, but its IPO prospectus is littered with red flags that complicate a potential debut.
3 hours ago

Nvidia may have yet another advantage in AI — and this one is less appreciated

Topics

See also

Lakers' JJ Redick says he and Doc Rivers have no bad feelings for one another

In a Rambling Speech, Trump Offers Gripes and Yet Another Tax Cut

AMD launches AI chip to rival Nvidia's Blackwell

This winter may be less predictable than the last few. Here's why

Where Nvidia ranks among fastest-growing AI companies. No, it’s not No. 1.

AMD rolls out new AI chip to rival Nvidia

After AMD’s AI event, this analyst says Nvidia’s stock is the better play

AMD May Unveil New AI Chips Today

Nvidia’s stock has broken out, suggesting new record may be just the first step

Cerebras IPO has 'too much hair' as AI chipmaker tries to sell Wall Street on Nvidia alternative

More from MarketWatch

Oil prices set for weekly gain on Middle East fears

U.S. consumer sentiment ticks lower in early October as nation holds breath prior to election

Social Security payments will rise 2.5% in 2025

Tesla’s robotaxi event is ‘stunningly absent on detail,’ sending stock lower

Wholesale prices flatten out and signal low inflation in guts of the economy