Apple and Microsoft are closer than Nvidia to reaching a market cap of $4 trillion. Nvidia's new Blackwell GPU platform could provide the spark to catapult it past those two tech giants. It's the time of year for making predictions about the coming new year.

Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.

Satya Nadella, Microsoft's CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.

Nvidia’s GB200 NVL4 boosts mid-range computing with cutting-edge architecture, PCIe connectivity, and energy efficiency for next-generation data center needs.

Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.

"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since the comments.

According to DigiTimes, Musk was involved in a deal between xAI and Nvidia — reportedly personally contacting Nvidia Chief Executive Officer Jensen Huang and offering more than $1 billion for a cluster of GB200 GPUs. As it relates to xAI specifically, take a look at what Musk posted on X (formerly Twitter) back in September.

The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.

Could Nvidia stock fall by about 50% to levels of around $65 in the near term from the roughly $130 level it is at currently? We believe this is a real possibility. Nvidia has seen its business boom,

This chart features all eight American technology stocks with valuations of $1 trillion or more, and their respective returns in 2024 so far. Buying an exchange-traded fund (ETF) with a high level of exposure to those trillion-dollar market leaders might be a simpler option for investors compared to buying them individually.

Doug Lefever, who leads Nvidia supplier Advantest, said he was watching for any sign of slower spending on AI by big US tech groups. Meta, Google and Microsoft have been heavy investors in data centres that can deliver massive amounts of computing power.

Nvidia's stock was surging 3.4% in recent trading and has climbed tktktk amid a 3-day win streak amid [broad interest in chips stocks](