Nvidia's earnings bode well for shares of these suppliers and rivals, analyst says

Nvidia competes with Arista Networks in the networking business, but Evercore ISI analyst Amit Daryanani doesn't see the chip ...

Nvidia just sold its stake in Applied Digital and Arm Holdings and piled into a new artificial intelligence GPU player up over 7,200% since its IPO

Nvidia has a small portfolio of investments.
The Next Platform

Nvidia Sees The Light On Silicon Photonics And Maybe Optical Switching

But, when it got into a spat with activist investor Starboard Value when the networking company refused the advances of ...
NBC Washington

Nvidia supplier SK Hynix warns of demand volatility after quarterly profit soars 158% on AI boom

South Korea's SK Hynix on Thursday topped quarterly revenue and operating profit estimates, as demand for its high bandwidth memory offerings used in artificial intelligence chipsets stayed strong.
Benzinga.com

Nvidia Supplier SK Hynix Mulls New York Listing Amid Soaring AI Chip Demand

The announcement follows a report by Korea Economic Daily on Tuesday, which stated that several investment banks had proposed that SK Hynix list approximately 2.4% of its outstanding shares, ...