Tesla focuses on vertically integrated products to preserve its valuation, while Nvidia strives to dominate the

Huang also said Nvidia has begun producing a driverless car, the CLA, powered by its technology in partnership with Mercedes-Benz. The vehicle will be released in the US in the coming months before being rolled out in Europe and Asia.

NVIDIA’s new AI releases debut at CES 2026, including thirteen models and a supercomputer 5x faster than Blackwell, helping teams cut costs.

Nvidia has become the first company to surpass $100 billion in annual semiconductor revenue as the gap widens between the AI infrastructure giant and other vendors.

Nvidia unveiled the Vera Rubin AI computing platform at CES 2026, claiming up to 10x lower inference token costs and faster training for MoE models.

For investors familiar with Nvidia's vertical move, Sosnoff's "boring" label makes the thesis clear: The AI revolution is real, but the easy money has been made. If the market faces a spring correction, the most crowded trades may be the first to fall.

Nvidia still dominates the AI training landscape, but it's now going toe-to-toe with AMD and even some of its own customers in chip design. Most importantly, Nvidia's evolution from chip supplier to end-to-end platform provider will prove a crucial long-term growth engine.

Michael Burry of "The Big Short" fame said Nvidia is "simply the purest play" for an investor to bet against the AI boom.

The Chinese government this week told some tech companies it would only approve their purchases of Nvidia’s H200 AI chips under special circumstances, such as for university research and development labs,

Broadcom is uniquely positioned to benefit from secular tailwinds fueling investments across the AI infrastructure value chain. Among the 48 analysts covering Broadcom now, none of them calls the stock a sell.

Clearly, Nvidia has been a massive beneficiary of the AI trend, with its stock surging over 1,082% in the past three years. In the past year alone, it jumped over 30% making multiple records in the process. Obin argues that the market continues to react to the incorrect signals, arguing over cooling efficiency and chip thermals.