The nuance here is that the dot-com bubble was defined by abundance — too many companies, too much capital, and too many competing investment ideas. Meanwhile AI, at least so far, offers a story of scarcity built almost entirely on a single company.

Nvidia Corporation's AI accelerator sales in China resume, but risks include overvaluation and reliance on clients testing own solutions. Click for our NVDA update.

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Nvidia's GeForce Now is set to receive a massive update that'll turn even a budget PC into a gaming beast. Here's what's coming.The Latest Tech News, Delivered to Your Inbox

After Nvidia reports its second-quarter earnings this week, investors should keep a keen eye on another important AI chip stock.

Nvidia earnings are the main event next week, with investors keen for new insight into how the $4 trillion juggernaut at the heart of the artificial-intelligence boom is faring. Quarterly reports from retailers Best Buy,