The Information reported that Nvidia's AI Blackwell chips overheat when connected to custom servers ... to see the stock decline as an investing opportunity. CNBC's Jim Cramer on Monday considered ...

AI microchip supplier Nvidia, the world’s ... trying to focus on that inferencing opportunity, because you don’t need the highest-end GPU accelerator chip for that,” Singh said.

Once the dominant force in chip-making, Intel has in recent years ceded its manufacturing edge to Taiwanese rival and missed out on the generative AI boom capitalized on by Nvidia and AMD.

Despite that, MSFT has also doubled down on its custom chips opportunities and model optimization ... hurt MSFT's near-term profitability, even as Nvidia is well-positioned to capitalize on ...