Bearish for NVIDIA
Hyperscaler ASIC Threat to Nvidia
Stable
Steady attention in NVIDIA coverage, without a clear trend.
Updated 14 October 2026
The bearish argument: Hyperscalers including Microsoft, Google, and Amazon are developing proprietary application-specific integrated circuits (ASICs) for AI workloads, potentially reducing their reliance on Nvidia GPUs. The proliferation of custom silicon threatens to fragment the AI chip market and reduce Nvidia's market concentration.
What changed?
1.6% → 0.8% of NVIDIA coverage · down from 10th to 18th-largest bearish argument
The idea itself is not new: the recorded share reached 4% on 4 August. Renewed coverage does not necessarily mean new evidence.
How attention has changed
0.8% of NVIDIA coverage
Rolling 3-day share · as of 14 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-15 | 0% |
| 2026-09-16 | 1% |
| 2026-09-17 | 0.6% |
| 2026-09-18 | 0.4% |
| 2026-09-19 | 0% |
| 2026-09-20 | 0% |
| 2026-09-21 | 0% |
| 2026-09-22 | 0% |
| 2026-09-23 | 0% |
| 2026-09-24 | 0% |
| 2026-09-25 | 0% |
| 2026-09-26 | 0% |
| 2026-09-27 | 0% |
| 2026-09-28 | 0% |
| 2026-09-29 | 0% |
| 2026-09-30 | 0% |
| 2026-10-01 | 0% |
| 2026-10-02 | 0% |
| 2026-10-03 | 0% |
| 2026-10-04 | 0% |
| 2026-10-05 | 0% |
| 2026-10-06 | 1.9% |
| 2026-10-07 | 1.3% |
| 2026-10-08 | 1.5% |
| 2026-10-09 | 0.6% |
| 2026-10-10 | 0.5% |
| 2026-10-11 | 0% |
| 2026-10-12 | 0% |
| 2026-10-13 | 1.6% |
| 2026-10-14 | 0.8% |
Keep up with the bigger picture
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
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CNBC TV18 · Published 12 Oct 2026
Microsoft plans huge deployment of its own AI chips, with an eye on saving costs
In coverage record: 13 Oct 2026
Read article -
Finbold · Published 7 Oct 2026
$1,000 invested in Nvidia stock at start of each year of AI boom is now worth
In coverage record: 8 Oct 2026
“hyperscaler capital expenditures (CapEx) growth will see a massive drop by the fourth quarter (Q4) of 2027”
Read article
Earlier coverage
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EUROPE SAYS · Published 5 Oct 2026
time high, as market cap closes in on $6 trillion
In coverage record: 6 Oct 2026
“It also faces growing competition from the likes of AMD (AMD), which recently launched its own rack-scale system to compete with Nvidia, as well as from customers like Amazon (AMZN) and Google (GOOG, GOOGL), which are increasingly offering up their own custom chips to third-party clients.”
Read article -
Natural News · Published 15 Sep 2026
AI Leaders Call for Slower Development as Frontier Models Grow More Powerful
In coverage record: 16 Sep 2026
“Chinese AI models have demonstrated superior performance, with the Quen 3.5 model using a mixture-of-experts architecture to process information at 108 tokens per second. China's average electricity cost is less than eight cents per kilowatt-hour, compared to nearly 33 cents in some U.S. regions, giving Chinese data centers a significant cost advantage.”
Read article -
Morningstar · Published 3 Sep 2026
After Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
In coverage record: 4 Sep 2026
“Nvidia's customers are a handful of the largest Tech companies in the world, and they all have an incentive to eventually diversify away from Nvidia to some extent. Within these AI buildouts, we also think that tech leaders will turn to in-house chips for at least a portion of their workloads.”
Read article -
Times of India · Published 29 Aug 2026
OpenAI joins Google, Microsoft and Amazon in adding ‘problems’ for Nvidia after custom Jalapeno chip launch
In coverage record: 30 Aug 2026
“market analysts warn that the rapid emergence of hyperscaler-designed silicon presents a growing threat to Nvidia's long-term dominance, particularly within the fast-growing inference market”
Read article -
TechStartups.com · Published 28 Aug 2026
Top Tech News Today, August 28, 2026: Alibaba, Anthropic, OpenAI, Google, Marvell, Meta, Microsoft, Waymo & More
In coverage record: 29 Aug 2026
“Google, Amazon, Microsoft, Meta, OpenAI, and other large AI operators are increasingly designing specialized processors rather than relying exclusively on off-the-shelf GPUs. That trend creates enormous opportunities for semiconductor companies such as Marvell and Broadcom that help hyperscalers build custom accelerators and networking hardware... Nvidia remains dominant, but custom silicon is becoming a strategically important second pillar of hyperscale compute.”
Read article -
Barchart · Published 27 Aug 2026
Nvidia’s Equity Portfolio Is Now Worth Over $63 Billion. 3 Top Stocks the Jensen Huang-Led Company Is Buying.
In coverage record: 28 Aug 2026
“If the AI infrastructure boom continues to accelerate, those positions will gain value. But if (or when) that spending cycle slows, it will bite Nvidia's humongous portfolio hard.”
Read article -
Barchart · Published 27 Aug 2026
Why Legendary Investor Michael Burry Says Nvidia Stock Is ‘Wildly Undervalued’… and Why He’s Still Cautious on Shares
In coverage record: 28 Aug 2026
“Burry believes its AI chip monopoly could prove shorter-lived than investors expect, which would eventually pressure earnings.”
Read article -
International Business Times · Published 26 Aug 2026
Nvidia's Results Beat Expectations, But Its Stock Still Struggled
In coverage record: 27 Aug 2026
“Those customers are spending aggressively on Nvidia hardware, but they are also developing their own AI chips as they attempt to reduce costs and dependence on outside suppliers. That creates one of Nvidia's biggest longer-term risks.”
Read article -
Seeking Alpha · Published 25 Aug 2026
AI Semiconductor Chips Vs. Software Stocks: Understanding Cyclicality And Disruption
In coverage record: 26 Aug 2026
“Nvidia Corporation and Microsoft Corporation are both AI-driven, but NVDA faces custom ASIC risk, while MSFT's growth is tied to Azure and custom chips.”
Read article -
Seeking Alpha · Published 24 Aug 2026
Nvidia: The Last Hurrah Before ASIC (Earnings Preview)
In coverage record: 25 Aug 2026
“After this play, we think NVDA investors should step away before the ASIC share shift accelerates and cheap compute becomes a more pronounced industry priority.”
Read article -
Livemint · Published 24 Aug 2026
Wall Street is counting on Nvidia to keep the AI party going
In coverage record: 25 Aug 2026
“A bond selloff propelled borrowing costs to their highest levels in years. The hyperscalers that include some of Nvidia's key customers—once cash-printing machines—are relying more on debt. Surging memory prices and borrowing costs have fueled fears that those and other companies will be unable to keep plowing more money into supplies including Nvidia chips.”
Read article -
Markets Insider · Published 23 Aug 2026
Nvidia (NVDA) Makes $7 Billion Poolside AI Bet Ahead of Earnings
In coverage record: 24 Aug 2026
“Major AI companies and cloud providers are also developing their own chips in an effort to reduce their reliance on Nvidia GPUs. The competition already runs both ways.”
Read article -
Barchart · Published 22 Aug 2026
Nvidia Might Deliver Another ‘Beat and Raise’ Quarter, But Its Financing Deals Could Be the Bigger Driver of NVDA Stock
In coverage record: 23 Aug 2026
“The key would be to watch Nvidia's ability to protect its gross margins as competition rises in the AI chip market, including from the likes of Amazon.com (AMZN) and Alphabet (GOOG) (GOOGL), which are selling their chips to third parties while remaining key buyers of Nvidia's chips.”
Read article -
Seeking Alpha · Published 20 Aug 2026
Nvidia: The Greatest Company At A Fair Price
In coverage record: 21 Aug 2026
“Competitive risks from AMD and in-house silicon, plus hyperscaler CapEx digestion, warrant monitoring but do not outweigh NVDA's dominant positioning.”
Read article -
Business Insider · Published 19 Aug 2026
'Big Short' Investor Michael Burry Flags 'Serious Competition' for Nvidia
In coverage record: 20 Aug 2026
“"Etched also has a large group of staffers who previously worked at Nvidia, making up around 15% of its total workforce" and "That it came up so fast is a tell that disruption is in the pipeline"”
Read article -
Devdiscourse · Published 13 Aug 2026
Cerebras Systems Faces Setback with AI Chip Performance
In coverage record: 14 Aug 2026
“This performance has cast doubts on the company's ability to effectively compete with Nvidia in the AI chip market, crucial for its strategic success.”
Read article -
Breitbart News Network · Published 12 Aug 2026
AI Boom: Nvidia Lines Up $500 Billion in Financing from Wall Street Partners
In coverage record: 13 Aug 2026
“Michael Burry alleged that hyperscalers are understating their depreciation expenses by estimating that chips will have a longer lifespan than is realistic. Burry estimates that from 2026 through 2028, this accounting maneuver would understate depreciation by approximately $176 billion, inflating reported earnings across the industry.”
Read article -
Breitbart News Network · Published 12 Aug 2026
AI Boom: Nvidia Lines Up $500 Billion in Financing from Wall Street Partners
In coverage record: 13 Aug 2026
“Understating depreciation by extending useful life of assets artificially boosts earnings – one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful lives of compute equipment.”
Read article -
TNW · Published 10 Aug 2026
Microsoft is ordering 300,000+ Maia 300 AI chips from TSMC as it races to reduce its dependence on Nvidia
In coverage record: 11 Aug 2026
“The scale of that ambition puts Microsoft on a path to build its own AI compute layer rather than buying everything from Nvidia.”
Read article -
TechStartups.com · Published 10 Aug 2026
generation AI chip to challenge Nvidia as it targets 1 million units
In coverage record: 11 Aug 2026
“Nvidia remains the dominant supplier of advanced AI accelerators, giving it an enviable position as Microsoft, Meta, Amazon, Google and scores of AI companies spend heavily on computing infrastructure. That dominance has created a powerful incentive for the largest cloud providers to develop alternatives.”
Read article -
Markets Insider · Published 7 Aug 2026
‘Playing With Fire’: Investor Sounds the Alarm on Nvidia Stock
In coverage record: 8 Aug 2026
“Nvidia could find itself particularly vulnerable if such a reversal eventually takes place. Engle describes the chipmaker as sitting 'at the tail end of the capital-spending bullwhip,' where changes in customer spending can have an outsized impact on suppliers. The operating leverage that helped Nvidia produce tremendous growth could therefore 'work violently in reverse' if hyperscalers begin cutting their spending plans.”
Read article -
Benzinga · Published 3 Aug 2026
Elon Musk Says AI Is A 'Supersonic Tsunami.' Wall Street Questions AI Spending
In coverage record: 4 Aug 2026
“Hyperscaler capex is the main indicator for Nvidia's business. However, investors are increasingly punishing companies for spending on datacenters. That could make the market price in capex cuts before they're announced.”
Read article -
Barchart · Published 3 Aug 2026
Microsoft and Amazon Are Spending Billions on AI. 1 Is Getting Far Better Returns.
In coverage record: 4 Aug 2026
“Amazon's in-house chips business — which includes Trainium, Graviton, and related silicon — now brings in more than $25 billion a year. Management expects those chips to save significant costs in future capex while lifting margins. Microsoft still leans more heavily on Nvidia (NVDA).”
Read article -
Business Insider · Published 31 Jul 2026
Morningstar Says Nvidia Is an 'Undervalued' High-Upside Stock Play
In coverage record: 1 Aug 2026
“Another major risk is that hyperscalers pull back on spending to please investors.”
Read article -
Barchart · Published 28 Jul 2026
Do Wall Street Analysts Like NVIDIA Stock?
In coverage record: 29 Jul 2026
“accelerating competition as cloud giants develop custom in-house chips and diversify orders toward alternative suppliers like Advanced Micro Devices, Inc. (AMD).”
Read article -
Finbold · Published 28 Jul 2026
Nvidia vs. Apple? We asked ChatGPT which stock is a better buy for 2026
In coverage record: 29 Jul 2026
“The biggest risk for Nvidia is thus that AI spending could slow or that major customers may develop their own chips, reducing dependence on NVIDIA's technology. Large cloud providers may eventually reduce their reliance on NVIDIA by designing their own AI chips.”
Read article -
Barchart · Published 27 Jul 2026
Good News for NVDA Stock: Wall Street Says SpaceX Is Proving That Compute Demand Is Still High
In coverage record: 28 Jul 2026
“Several of the world's largest technology companies are accelerating the development of their own custom AI chips in an effort to reduce dependence on Nvidia.”
Read article -
Markets Insider · Published 27 Jul 2026
Apple Stock (AAPL) Takes Back No. 1 Spot as Nvidia Slides 5%
In coverage record: 28 Jul 2026
“Nvidia held the crown for much of the year thanks to explosive demand for its AI chips. However, recent volatility in semiconductor stocks, particularly due to high capex spending, opened the door for Apple to retake the lead.”
Read article -
Barchart · Published 24 Jul 2026
Nvidia’s Rivals Are Coming for Its Crown, But the Smartest AI Bet Sits Further Down the Tech Stack
In coverage record: 25 Jul 2026
“Instead of creating competing general-purpose chips, some companies are targeting its largest customers by offering AI chips custom-made for customer-specific workloads, called application-specific integrated circuits (ASICs). These chips are designed to excel at a narrow set of AI tasks, improving power efficiency and allowing hyperscalers to obtain the chips they need at prices below those of Nvidia's market-leading products.”
Read article -
CNBC · Published 22 Jul 2026
Hold or sell Nvidia is a popular question, but there's a better one investors should ask
In coverage record: 23 Jul 2026
“AMD is delivering a credible threat through its first rack-scale AI system, Helios, now shipping to customers including Microsoft, which CNBC framed as the first true competitor in years to Nvidia's Blackwell and Vera Rubin systems. Then there are custom ASICs — application-specific integrated circuits that are designed to do one particular job extremely well, rather than being general-purpose — which represent another source of pressure.”
Read article -
Hindustan Times · Published 20 Jul 2026
Microsoft backs AMD Helios AI system to challenge Nvidia's dominance
In coverage record: 21 Jul 2026
“AMD CEO Lisa Su said in May that Helios offers major advantages over Nvidia's rack-scale systems, especially in AI inference, memory bandwidth and memory capacity. Although AMD has not shared Helios pricing, research firm Futurum Group estimates each system will cost between $5 million and $5.5 million, according to Futurum Group estimates cited by CNBC. The same research firm estimates Nvidia's Vera Rubin rack-scale system could cost between $3.5 million and $4 million.”
Read article -
Seeking Alpha · Published 20 Jul 2026
Micron: It Does Not Need To Beat SK hynix At Nvidia
In coverage record: 21 Jul 2026
“Micron Technology is rated Buy, with upside driven by expanding HBM demand beyond Nvidia, particularly from hyperscaler custom AI accelerators.”
Read article -
Barchart · Published 18 Jul 2026
No Delays for Nvidia: Jensen Huang Says Rubin Is Right on Track
In coverage record: 19 Jul 2026
“Major technology companies are investing more heavily in their own custom AI chips, and rivals are stepping up their efforts to develop custom silicon. Several memory chip stocks and newer AI plays have raced ahead, shifting some of the market's attention elsewhere.”
Read article -
MacRumors · Published 15 Jul 2026
Apple Reportedly Looking to Acquire AI Chip Companies
In coverage record: 16 Jul 2026
“Apple is looking to acquire AI chip companies as part of an effort to reduce its dependence on Nvidia for demanding AI workloads, according to The Information.”
Read article -
Wccftech · Published 14 Jul 2026
Samsung Reportedly Lands Anthropic as Foundry Customer, Looking to Reverse its Chip Deficit With 2nm AI Orders
In coverage record: 15 Jul 2026
“As the AI semiconductor sector remains highly concentrated, with the bulk of chips designed and sold by NVIDIA, major players such as Google, OpenAI and Amazon are designing custom chips.”
Read article -
The Financial Express · Published 13 Jul 2026
S&P 500 slid to session lows as Trump reinstates Hormuz blockade; chip stocks under pressure
In coverage record: 14 Jul 2026
“Fresh weakness is visible in AI companies, including Chip stocks, which are also under further pressure, signalling continued concern about whether the sector will achieve the lofty forecasts that fuelled its speculative rise.”
Read article -
The Economic Times · Published 9 Jul 2026
Nvidia's $1 trillion slide makes stock cheapest since AI boom
In coverage record: 10 Jul 2026
“Investor sentiment has weakened as major cloud companies increasingly develop their own custom AI chips, raising questions about Nvidia's future market share. At the same time, concerns over rising memory costs and stronger competition from rivals such as AMD and Intel have added to the uncertainty surrounding the company's long-term growth outlook.”
Read article -
TechCrunch · Published 9 Jul 2026
Meta's new AI chips will begin production in September
In coverage record: 10 Jul 2026
“The chips are expected to help the company save on buying GPUs from chipmakers like Nvidia and AMD, although it still expects to spend plenty with those providers as well. Meta isn't the only company trying to stem the tide of capital going to Nvidia. OpenAI last month unveiled an inference processor that it is building with Broadcom, and Anthropic is said to be considering developing its own chips with Samsung. Amazon and Google both develop their own chips for AI training and inference.”
Read article -
Devdiscourse · Published 7 Jul 2026
Chip Stock Weakness Raises Doubts on Wall Street AI Rally
In coverage record: 8 Jul 2026
“A report indicating that Chinese startup DeepSeek is developing its AI chip intensified anxiety on Wall Street, with Nvidia falling 1.8%”
Read article -
TNW · Published 6 Jul 2026
Japan's Turing takes AMD backing for self
In coverage record: 7 Jul 2026
“Nvidia powers almost every self-driving car project going. A small Japanese startup is quietly handing some of that work to AMD instead. Now about 10 per cent of its AI training runs on AMD graphics chips instead.”
Read article -
TechStartups.com · Published 3 Jul 2026
Top Tech News Today, July 3, 2026
In coverage record: 4 Jul 2026
“Anthropic has begun preliminary discussions with Samsung Electronics to manufacture a custom AI accelerator. This represents another major AI lab pursuing vertical integration or supply chain diversification amid Nvidia's dominance and geopolitical supply risks.”
Read article -
Natural News · Published 21 Jun 2026
Amazon in Talks to Sell Trainium AI Chips to Third Parties
In coverage record: 22 Jun 2026
“The emergence of competing chips from cloud providers could begin to erode Nvidia's near-monopoly over the long term. The report noted that Amazon will attempt to steal market share by offering its product at more competitive terms, which could add pricing pressure across the AI ecosystem.”
Read article -
Seeking Alpha · Published 10 Jun 2026
Nvidia Looks Undervalued, But That Doesn't Make Me More Bullish
In coverage record: 11 Jun 2026
“Growing adoption of custom AI chips by hyperscalers like Amazon and Google can threaten Nvidia’s long-term pricing power and data center share.”
Read article -
Barchart · Published 9 Jun 2026
Dear Nvidia Stock Fans, Mark Your Calendars for June 11
In coverage record: 10 Jun 2026
“The decline was driven by multiple factors, including a stronger-than-expected U.S. jobs report that reignited fears the Federal Reserve may keep interest rates higher for longer, and a disappointing guidance from Broadcom (AVGO) sparked investor concerns that the AI spending boom could begin moderating.”
Read article -
Seeking Alpha · Published 6 Jun 2026
Over $1T erased as chip selloff impacts Nvidia, Broadcom (NVDA)
In coverage record: 7 Jun 2026
“Over $1T wiped out as chip selloff impacts Nvidia, Broadcom, Micron... with AI heavyweights such as Nvidia (NVDA) and Micron Technology (MU) caught in the selloff.”
Read article -
Markets Insider · Published 5 Jun 2026
‘It’s a Deadly Sin,’ Says Investor About Nvidia Stock
In coverage record: 6 Jun 2026
“Still, there are some naysayers out there, pointing to fears that massive hyperscaler AI spending is only a temporary phenomenon and that, when it dwindles, NVDA’s share price will suffer.”
Read article -
Markets Insider · Published 22 May 2026
Nvidia Stock Wins a New Street-High Price Target of $500
In coverage record: 23 May 2026
“Questions surrounding custom AI chips from tech giants such as Microsoft and Amazon have also continued surfacing following earnings.”
Read article -
Decrypt · Published 21 May 2026
Nvidia Beats, Stock Dumps-BofA Says Buy the Dip
In coverage record: 22 May 2026
“The second is custom chips. Big hyperscale cloud companies like Google, which recently launched its eighth-generation AI chips specifically designed to reduce dependence on Nvidia, are investing heavily in alternatives built in-house.”
Read article -
The Mercury News · Published 6 May 2026
Nvidia stock falls behind as big tech rivals enter its territory
In coverage record: 6 May 2026
“The reason is that even as tech giants keep pledging to spend more on computing gear, Nvidia’s grip on the AI processor market is seen as increasingly under threat from other chipmakers as well as its biggest customers.”
Read article -
Financial Post · Published 6 May 2026
Nvidia stock falls behind as tech rivals enter its territory
In coverage record: 6 May 2026
“The reason is that even as tech giants keep pledging to spend more on computing gear, Nvidia’s grip on the AI processor market is seen as increasingly under threat from other chipmakers as well as its biggest customers.”
Read article -
Moneycontrol · Published 6 May 2026
Nvidia stock falls behind as Big Tech rivals enter its territory
In coverage record: 6 May 2026
“The reason is that even as tech giants keep pledging to spend more on computing gear, Nvidia’s grip on the AI processor market is seen as increasingly under threat from other chipmakers as well as its biggest customers.”
Read article -
Barchart · Published 5 May 2026
Nvidia Stock’s Growth Story May Not Be Over Yet
In coverage record: 5 May 2026
“While Nvidia remains the leader in the AI chip market, it faces significant competition, particularly from the very companies that are among its largest customers.”
Read article -
Markets Insider · Published 4 May 2026
‘See You in 2028,’ Says Investor About Nvidia Stock
In coverage record: 4 May 2026
“That’s the narrative investors ran with, viewing it as a zero-sum game where progress with Google’s TPUs and Amazon’s Trainium chips would, by definition, come at the expense of Nvidia’s future sales.”
Read article -
Markets Insider · Published 9 Apr 2026
NVDA Stock Forecast: Is Nvidia Losing Its AI Mojo amid Rival Surge?
In coverage record: 9 Apr 2026
“Hyperscalers are diversifying aggressively. For instance, Microsoft paused Nvidia GPU orders in early 2026 to test AMD and in-house silicon, while Meta (META) and Amazon deploy 10–15% non-Nvidia capacity.”
Read article -
Markets Insider · Published 9 Apr 2026
Amazon's AI Chip Plans Are a Major Threat to Nvidia, Andrew Left Says
In coverage record: 9 Apr 2026
“"The most serious threat to NVIDIA's semiconductor dominance ever created."”
Read article -
Markets Insider · Published 3 Apr 2026
Nvidia Stock Forecast - How High or Low Can NVDA Stock Go?
In coverage record: 3 Apr 2026
“High valuations still raise the risk of pullbacks, and large customers like Amazon (AMZN) and Microsoft (MSFT) are developing their own chips, which could affect Nvidia’s pricing power over time.”
Read article -
Bnn Bloomberg · Published 30 Mar 2026
Nvidia’s PE sinks to seven-year low as Iran war continues
In coverage record: 30 Mar 2026
“All technology, no matter what, including Nvidia, could potentially be disrupted, and that’s the risk factor right now... Everything is changing so rapidly, and I think that’s the overall market concern.””
Read article -
MarketScreener · Published 30 Mar 2026
Nvidia's PE sinks to seven-year low as war and AI angst weigh
In coverage record: 30 Mar 2026
“"All technology, no matter what, including Nvidia, could potentially be disrupted, and that's the risk factor right now," said Dick.”
Read article -
The Hindu Business Line · Published 30 Mar 2026
Nvidia's PE sinks to seven-year low as war and AI angst weigh
In coverage record: 30 Mar 2026
“All technology, no matter what, including Nvidia, could potentially be disrupted, and that’s the risk factor right now.””
Read article -
Reuters · Published 30 Mar 2026
Nvidia's PE sinks to seven-year low as war and AI angst weigh
In coverage record: 30 Mar 2026
“Future developments in AI technology could similarly affect hardware technology companies, including Nvidia, said Dennis Dick, a proprietary trader at Triple D Trading.”
Read article -
Devdiscourse · Published 30 Mar 2026
Nvidia's Unwavering Market Struggle Amid Global Tensions
In coverage record: 30 Mar 2026
“This decline places Nvidia's price-to-earnings ratio at a notable low, underscoring concerns about potential market disruptions and the fast-evolving AI landscape.”
Read article -
Finbold · Published 29 Mar 2026
Finance experts predict Nvidia's stock price for end of 2026
In coverage record: 29 Mar 2026
“Risks include a potential slowdown in AI spending, rising competition in custom silicon, supply normalization, geopolitical pressure on China sales, and possible valuation compression if growth fails to meet expectations.”
Read article -
Natural News · Published 18 Mar 2026
Nvidia Shares Experience Volatility Following CEO’s Projection of $1 Trillion Revenue by 2027
In coverage record: 18 Mar 2026
“The company's heavy reliance on hyperscalers for 60% of its business was noted as both a current strength and a potential long-term vulnerability.”
Read article -
Seeking Alpha · Published 11 Mar 2026
Nebius: Nvidia Is Loading Up, But I Am Heading For The Exits
In coverage record: 11 Mar 2026
“Nebius Group N.V. is downgraded after a post-Nvidia investment rally, as valuation appears stretched amid hyperscaler CapEx surge.”
Read article