Nvidia's New AI Chip Blackwell Sparks Stock Shifts for Chipmakers
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Nvidia unveiled Blackwell, its next-gen AI chip, raising the bar for performance and capabilities. This caused stocks like AMD and Arm Holdings, which compete in this space, to decline.
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Super Micro Computer partners with Nvidia but also announced a secondary offering, diluting existing shareholders. This contributed to its stock price drop.
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AI adoption is still early and accelerating, presenting long-term opportunities for AI chipmakers and server providers like these companies.
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Super Micro is the least expensive stock currently based on valuation, but all have potential given the AI growth trajectory.
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AMD, Arm Holdings, and Super Micro could see expanding business as AI adoption increases, though face new competition from Nvidia's updates.