Nvidia looks like a bargain heading into its upcoming quarterly earnings event.

For their part, the hyperscalers are no longer content only to buy Nvidia’s chips. They are spending billions on designing their own. Some hyperscalers believe custom silicon will become a big business in its own right.

An analyst says that Nvidia’s move to downgrade some chip capabilities could end up boosting consumption of high-bandwidth memory.

NVIDIA just posted 85% revenue growth yet trades 28% below its 52-week high, and Wall Street cannot agree on whether the stock is a bargain or a trap. Three specific catalysts could push shares to a level most investors think is impossible.

Huang took to X to tout a major partnership with Wall Street titans to finance AI infrastructure, noting that AI compute is a burgeoning asset class.

Shares of the asset managers involved in Nvidia's $500 billion artificial-intelligence infrastructure financing deal are getting a nice bump, enough to be among the S&P

Nvidia's open Nemotron 3.5 Lightning model is all about specialized, local agentic AI

Nvidia said Monday that it inked agreements with Wall Street's top asset managers in a push to turn its chips into assets. Speaking to CNBC after the announcement, Nvidia CEO Jensen Huang said the $500 billion financing deal marks "the first time that technology chips have become an investable asset class."