The cloud computing giant won’t dislodge the incumbent anytime soon but is hoping to reduce its reliance on the chipmaker.

If Nvidia significantly exceeds conservative growth targets with help from Blackwell, the stock could rise despite slowing revenue growth, and the absence of a killer app for generative AI

Some industry giants are building so-called super clusters of computer servers that cost billions of dollars and contain unprecedented numbers of Nvidia’s most advanced chips.

Nvidia's Blackwell chips drive record revenue as the company surpasses Microsoft and Apple, poised for future growth in AI technology.

Building the current crop of artificial intelligence chatbots has relied on specialized computer chips pioneered by Nvidia, which dominates the market and made itself the poster child of the AI boom.