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Nvidia

AI Efficiency Shock and Rotation Test the AI Supercycle

Efficiency gains now force a rethink of AI chip demand.

Nvidia Pours $2 Billion Into CoreWeave, Lifting Stake to 11.5% to Back 5 GW AI Buildout

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

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

OpenAI–AMD Deal Spurs Target Hikes as Nvidia’s Dominance and AI Capex Wave Intensify