Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.

Fundstrat's Tom Lee says that Nvidia could grow tenfold over the next decade, potentially reaching $1 trillion in revenue.

Satya Nadella, Microsoft's CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.

"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since the comments.

Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.

Apple is ramping up research and development of its own AI chip to reduce its reliance on third-party developers, potentially finally completely ending its decades-long unhappy relationship with Nvidia.

Fund manager Stephen Yiu of Blue Whale Growth Fund has forecasted that Broadcom Inc. (NASDAQ:AVGO) will yield substantial returns for investors by 2025, potentially surpassing AI chip heavyweight Nvidia Corporation (NASDAQ:NVDA).

Apple is closing in on a historic $4 trillion stock market valuation, powered by investors cheering progress in the company's long-awaited AI enhancements to rejuvenate sluggish iPhone sales, Reuters reported.

Could Nvidia stock fall by about 50% to levels of around $65 in the near term from the roughly $130 level it is at currently? We believe this is a real possibility. Nvidia has seen its business boom,

Companies like AMD ( AMD) are angling to poach Nvidia’s customers and slice into its estimated 80% to 90% market share. Even Nvidia’s own customers are working on chips meant to cut down on their reliance on the graphics giant’s semiconductors. And Wall Street is getting on board.

Azure faces supply constraints and likely market share loss, and Microsoft's custom AI chip development lags behind competitors. Read why MSFT stock is a Hold.

Nvidia has become one of the world's most valuable companies thanks to strong demand for its artificial intelligence (AI) server chips from