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Wall Street has a stark message for Nvidia investors [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Wall Street analysts spent Tuesday calling it a floor, not a ceiling. And Nvidia NVDA ) stock sat there, barely moving, trading right where it was before the whole thing started. That disconnect tells you something important about where the Nvidia story stands right now. The bull case is not in dispute. What analysts are now zeroing in on is the next battle Nvidia has to win, one it has never had to fight before. Training AI models was the first war. Inference, running those models at scale in the real world, is the next one. And unlike training, inference has real competition. Why inference changes everything For three years, Nvidia owned AI because it owned training. Its market share in AI training chips sits at roughly 90% , and that position remains largely intact heading into 2026. But the industry is shifting fast. As AI moves from the lab into production, the workload that matters most is changing. Inference is where the bulk of future compute demand will land. And it
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- Samsung to Invest Record $73 Billion in AI Chip Comeback Bid [Yahoo! Finance][Yahoo! Finance]
- There's an essential AI chip that isn't made by Nvidia—and Micron just tripled its revenue because of it [Fortune][Fortune]
- Jensen Huang just painted the most bold image of AI's future: 7.5 million agents, 75,000 humans—100 AI workers for every person [Yahoo! Finance][Yahoo! Finance]
- The AI capex spending spree just keeps getting weirder [Yahoo! Finance][Yahoo! Finance]
- UL Solutions rolls out a new standard to fill a gap in AI regulation: ‘Innovation without safety is failure' [Fortune][Fortune]
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- 3/18/26 - Form 144
- 3/17/26 - Form 4
- 3/13/26 - Form 144
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