Microsoft’s partnership with Nvidia and Anthropic continues the incestuous couplings that may force changes in how IT makes AI choices.

But one major revenue opportunity has eluded Nvidia in recent times, and that's the Chinese market. U.S. export controls have blocked Nvidia's high-powered chips from that market, and China itself has added to the challenge -- China has banned foreign-made chips, according to several press reports.

Investors hope that good news from Nvidia’s quarterly earnings report on Wednesday will stop the bleeding in artificial-intelligence stocks. But the smart money is split on whether the chip maker’s shares are still worth buying.

Arm Holdings Plc plans to start incorporating Nvidia Corp.’s NVLink technology into chip designs for AI data centers, tightening the relationship between two influential semiconductor companies.

Over the last 12 months, Nvidia generated $72 billion in free cash flow. As the trends below illustrate, Nvidia's cash flow his been accelerating at an impressive rate throughout the AI revolution. The main catalyst behind this is the immense pricing power Nvidia is able to command for its GPUs.

I share some top AI infrastructure investment opportunities beyond Nvidia. Read which stocks in networking, power, and utilities are poised for growth here.

Nvidia’s earnings call on Wednesday is like “the Super Bowl for not just tech investors, but investors around the world,” said Dan Ives, global head of tech research at Wedbush Securities, a wealth management, brokerage and advisory firm. “There’s fears of a bubble; we believe those are not warranted."

HONG KONG: Asian investors battled Wednesday (Nov 19) to kickstart a recovery in equities following the latest stagger across world markets that has been caused by worries over an AI-fuelled bubble and uncertainty over US interest rates. Stocks have ...