Elon Musk warns of an AI hardware “all-out war” as Nvidia’s Blackwell rollout accelerates, pushing rivals to race on speed, cost, and scale.

For Nvidia investors, the key point is not Rivian's timing or feature list. Instead, it's the fact that it can meet its needs with a custom chip, rather than relying on a computing solution from Nvidia.

With its Blackwell architecture well established on AI data centers, cloud services, workstations, and desktop/laptop PCs, Nvidia’s CES 2026 press event is likely to focus less on new launches. Rather,

Nvidia’s remarkable rise in 2025, driven by AI demand and strong data center performance, has boosted its valuation to extraordinary levels. What are the risks?

If you look at lists discussing the top artificial intelligence (AI) stocks for 2026, you'll likely find a theme: Nvidia ( NVDA +0.73%) is included, or it's specifically talked about not being included. That's because Nvidia has been one of the best-performing stocks over the past few years, and is the poster child of the AI buildout.

Analyst price targets on Nvidia (NASDAQ:NVDA) stock were initially all over the place. The rally has continued for over 3 years, with both revenue still growing at breakneck speeds. Some analysts are now making bolder moves and are starting to coalesce near even more ambitious targets.

After successfully lobbying the Trump administration to approve the sales of its H200 chips to China, Nvidia is now thinking of adding capacity to produce more of the chips.

Nvidia said on Monday it acquired AI software firm SchedMD, as the chip designer doubles down on open-source technology and steps up investments in the artificial intelligence ecosystem to fend off rising competition.

Some sections of the ARC Raiders map are extremely dark, but players can use these Nvidia settings to brighten up the image and see enemies clearly.

It's true that Nvidia is beginning to face additional pressure as companies like Alphabet and Amazon begin to release competitive chips. However, the pie is getting large enough that many companies can eat. Nvidia's CEO Jensen Huang said he expects spending on AI infrastructure to be between $3 trillion and $4 trillion by 2030.