daz999999999
12-03
$NVIDIA(NVDA)$  


Key Points

The battle for supremacy begins with Nvidia (NVDA) and OpenAI signalling the war of AI.

OpenAI issued a "code red," diverting resources to improve ChatGPT amid rising competition.

Google’s Gemini 3 surpassed ChatGPT, prompting public praise and a surge in Google’s stock.

OpenAI delays new features, investing heavily despite ongoing losses and ambitious revenue goals.

ChatGPT has been at the forefront of the AI revolution for the last few years, with hundreds of millions of weekly users asking questions and generating content through its large language models.

Invention breeds imitation, and the competition from other companies has come quickly. LLMs like Google’s Gemini, Claude and Perplexity have made great strides in recent years, solving more complex problems and developing solutions for a multitude of use cases.


BofA Goes Bullish, H20 Sales May Lift — Is $180 a Buy?
According to Reuters, China’s demand for H200 chips has already exceeded NVIDIA’s current production capacity, and the company is evaluating an increase in H200 output. However, NVDA still traded lower during Friday’s session. Nvidia’s path to selling in China has been turbulent—can the resumption of China sales help boost its revenue? And can this mark the end of Nvidia’s recent decline?
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