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Latest reporting and analysis tagged with Nvidia.
Nvidia and Eli Lilly announced a $1 billion joint research lab at the JPMorgan Healthcare Conference, aiming to accelerate drug discovery using AI. The five-year project will use Nvidia's latest chips.
Nvidia's dominance in AI infrastructure faces challenges from Broadcom's custom ASICs and TSMC's manufacturing role, with analysts projecting significant revenue growth for Broadcom.
Nvidia has become the world's largest company with a $4.5 trillion market cap after its stock surged over 13-fold in five years, driven by AI chip demand. Analysts see continued growth potential.
Reports on China allowing Nvidia H200 chips for specific uses were contradicted by customs stating they are not permitted, impacting stock.
TSMC's December revenue rose 20.4% year-over-year, exceeding analyst forecasts. The company's 2025 revenue grew 31.6%, outpacing the semiconductor market. TSMC is expanding capacity to meet demand, including for Nvidia's H200 chips, with quarterly results due Jan. 15.
Nvidia expands beyond GPU design with Vera Rubin platform and acquisitions, while TSMC maintains a near-monopoly in advanced chip manufacturing. Both companies are seen as attractively valued amid ongoing AI infrastructure buildout.
Nvidia has seen revenue and stock surge due to AI leadership. It partners with Nokia for 6G and launches AI models for autonomous vehicles, aiming to become an AI backbone across industries.
Nvidia's stock rose slightly as the U.S. authorized H200 chip exports to China, but Chinese officials restricted purchases to select companies. Broader markets declined while semiconductor rivals gained.
Nvidia CEO Jensen Huang said the company does not expect Beijing to set a formal limit on H200 chip sales to China, with revenue determined by purchase orders. Uncertainty remains as the company awaits approval and faces increased competition.