Nvidia stock has been hit by worries over an artificial-intelligence bubble but UBS analysts think the concerns are overblown.

Elon Musk warns of an AI hardware “all-out war” as Nvidia’s Blackwell rollout accelerates, pushing rivals to race on speed, cost, and scale.

Nvidia said on Monday it acquired AI software firm SchedMD, as the chip designer doubles down on open-source technology and steps up investments in the artificial intelligence ecosystem to fend off rising competition.

While Nvidia and Broadcom are both benefiting from the AI boom, Wall Street sees one stock as a much better buy.

Nvidia is leaning on the hybrid Mamba-Transformer mixture-of-experts architecture its been tapping for models for its new Nemotron 3 models.

Nemotron-3 Nano (available now): A highly efficient and accurate model. Though it’s a 30 billion-parameter model, only 3 billion parameters are active at any time, allowing it to fit onto smaller form-factor GPUs, such as the L40S.

The new SSDs jointly developed by SK hynix and Nvidia are aimed at high-performance AI workloads enabled by Nvidia’s new Rubin CPX GPUs.

Advanced Micro Devices has long been one of Nvidia's top competitors, but now there's renewed competition from some of Nvidia's biggest customers, such as Alphabet ( GOOG 1.03%) ( GOOGL 1.03%) and Amazon ( AMZN 1.80%), that are looking to earn revenue from selling their own custom semiconductors rather than pumping billions into Nvidia's coffers.