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Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

Investors now question the durability of its margins given hyperscalers’ shift to custom chips.

Congress Leaves GAIN AI Out of Defense Bill as Nvidia’s Huang Meets Trump

OpenAI Declares 'Code Red' to Refocus ChatGPT as Google’s Gemini 3 Narrows the Lead

AMD Draws New Outperform Call on AI Pipeline After Strong Q3

AMD Beats in Q3 as AI Systems Strategy Gains Traction

Trump Bars Foreign Access to Nvidia’s Top Blackwell AI Chips as Company Tops $5 Trillion

OpenAI’s 30‑GW Compute Push Recasts Chipmakers as Broadcom Clinches 10‑GW Custom Deal

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

AMD Tops Q2 Revenue Forecasts as Export Curbs Bite; Super Micro Lowers Fiscal Outlook to $33B

Nvidia Prepares New AI Chip for China to Navigate U.S. Export Restrictions

AMD Finalizes $3 Billion Sale of ZT Systems' Manufacturing Arm to Sanmina