Oracle drags down NVIDIA and other AI stocks
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And that's why Nvidia, even after its explosive growth in recent years, still might be the most compelling AI stock for the next decade.
Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled circular spending.
Starcloud flew up the Nvidia H100 enterprise GPU on a test satellite on Nov. 2. Major players including SpaceX, Google, and Amazon founder Jeff Bezos have discussed doing the same.
From a product offering standpoint, Nvidia has owned the data center space since the artificial intelligence (AI) buildout began in 2023. Nvidia's technology stack, plus its leading software, made it the no-brainer choice to train AI models on, but AMD has improved its offering.
Nvidia is considering increasing production of its H200 AI chips for Chinese clients due to high demand. Major companies like Alibaba and ByteDance are interested in large orders.
Shipping chips from Taiwan to the U.S. to China would allow government to get 25% cut of sales.
As the industry shifts toward AI models with better memory and understanding, Citi expects a new Nvidia offering to best its competitors.
Skild AI is developing a hardware-agnostic foundation model for robots that can be customized for various uses.
Investors that are looking to capitalize on the rising effectiveness of artificial intelligence are comparing Tesla ( TSLA 1.02%) and Nvidia ( NVDA 1.55%) to determine the better buy. *Stock prices used were the afternoon prices of Dec. 9, 2025. The video was published on Dec. 11, 2025.