NVIDIA$NVDA

Research Articles

The AI Chip Battle Heats Up: Can AMD Break NVIDIA's Dominance?

NVIDIA ($NVDA) • By CompoundingAlpha • 2025-07-15

Nvidia is Raking in the Money, but are Earnings Inflated?

NVIDIA ($NVDA) • By SemiAnalysis • 2021-05-27

Tenstorrent Wormhole Analysis - A Scale Out Architecture for Machine Learning That Could Put Nvidia On Their Back Foot

NVIDIA ($NVDA) • By SemiAnalysis • 2021-06-25

Nvidia’s 2021 Bubble, Eerily Similar To Other Bubbles That Came Before

NVIDIA ($NVDA) • By SemiAnalysis • 2021-07-06

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

NVIDIA ($NVDA) • By SemiAnalysis • 2021-12-22

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

NVIDIA ($NVDA) • By SemiAnalysis • 2021-12-23

Advanced Packaging Part 2 - Review Of Options/Use From Intel, TSMC, Samsung, AMD, ASE, Sony, Micron, SKHynix, YMTC, Tesla, and Nvidia

NVIDIA ($NVDA) • By SemiAnalysis • 2022-01-06

Nvidia Hacked - A National Security Disaster

NVIDIA ($NVDA) • By SemiAnalysis • 2022-03-02

Short Report: Nvidia Supplier Cut Out Of Next Generation Hopper GPUs - Nvidia Represents Up To 55% of Revenue

NVIDIA ($NVDA) • By SemiAnalysis • 2022-03-23

How Nvidia’s Empire Could Be Eroded - Intel Network And Edge Has The Playbook

NVIDIA ($NVDA) • By SemiAnalysis • 2022-04-06

Nvidia Ada Lovelace Leaked Specifications, Die Sizes, Architecture, Cost, And Performance Analysis

NVIDIA ($NVDA) • By SemiAnalysis • 2022-04-16

Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia?

NVIDIA ($NVDA) • By SemiAnalysis • 2022-04-30

Nvidia In The Hot Seat?

NVIDIA ($NVDA) • By SemiAnalysis • 2022-06-29

Ada Lovelace GPUs Shows How Desperate Nvidia Is - AMD RDNA 3 Cost Comparison

NVIDIA ($NVDA) • By SemiAnalysis • 2022-09-23

GPT Model Training Competition Heats Up - Nvidia Has A Legitimate Challenger

NVIDIA ($NVDA) • By SemiAnalysis • 2022-12-01

How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0

NVIDIA ($NVDA) • By SemiAnalysis • 2023-01-16

Nvidia’s InfiniBand Problem - Spectrum-X AI Fabric, Tomahawk-5, Jericho-3AI, Quantum-2

NVIDIA ($NVDA) • By SemiAnalysis • 2023-05-28

Nvidia’s Ramp – Volume, ASP, Cloud Pricing, Margins, EPS, Cashflow, China, Competition

NVIDIA ($NVDA) • By SemiAnalysis • 2023-08-20

Nvidia's Optical Ascent: >$1B Revenue; The Missing 800G Ramp; AI Head-Fakes

NVIDIA ($NVDA) • By SemiAnalysis • 2023-08-23

Nvidia Buys Illumina? The AI Foundry for Healthcare – The Hardware of Life

NVIDIA ($NVDA) • By SemiAnalysis • 2023-09-27