Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems. The company is believed to control as much as 98% of the data center GPU market, according to semiconductor analyst firm TechInsights. If AI models can be trained on lower-cost, inferior chips, Nvidia has a lot to lose.

Prisoners of ware can’t escape by looking at each other. Form a committee, soldiers Opinion With Broadcom putting the bite on VMware customers with more abandon than Dracula in a blood bank, one has to wonder.

In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility created by DeepSeek AI. To learn more, check out the short video, consider subscribing, and click the special offer link below.

The Nasdaq is currently experiencing a significant pullback. It is currently down 3.5% and has gone below the 20,000 level to the 19,250 range. Many are calling this downturn a “black swan event” for tech stocks.

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and SoftBank are leading the newly announced Stargate initiative under President Trump -- a project aiming to invest $500 billion into AI frameworks over the coming years.

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 13.6% in the morning session as stocks heavily tied to the AI market took a hit after Chinese artificial intelligence startup DeepSeek released a new large language model (DeepSeek-R1) that ranks competitively on key global benchmarks (coding competitions,

Jan. 27, 6:30 p.m. EST President Donald Trump said at a House Republican retreat that the launch of the AI model was “a positive development” but should be considered a “wake-up” call for U.S. industries, lauding the move for what he hoped would usher in a future of “coming up with a faster method of AI, and much less expensive method.”

Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips

Comdivision CEO explains Broadcom VMware’s partner strategy and execution in 2025 as VCF services are key while resellers and SMB customers might be let go.

The third industry-leading AI stock Warren Buffett secretly owns shares of via New England Asset Management is Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG). Despite NEAM selling shares of Alphabet for five consecutive quarters, the fund still held 5,195 Class A shares (GOOGL) as of Sept. 30.

The S&P 500 and Nasdaq plunged at midday when Chinese artificial intelligence startup DeepSeek shook up the sector with a lower-cost large language model.

OpenAI has announced that it's teaming up with Softbank and Oracle on $100 billion data center project in the U.S.