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 shares slipped 1.1% in early trading as Wall Street digested the latest blow to its China business, which pulled in $17 billion last year.

Nvidia CEO Jensen Huang arrived in Taipei on Friday to visit chip foundry partner TSMC , as the world's most valuable company navigates rising friction between Washington and Beijing over access to its industry-leading AI chips.

Nvidia ( NVDA) bulls are stampeding over themselves heading into the chip darling’s Aug. 27 earnings report. At least nine analysts have hiked their Nvidia price targets this week. The average Street price target on Nvidia now stands at $191, according to Yahoo Finance data, about 10% above current share price.

The annual HotChips conference starts this Sunday, Aug. 24, in San Francisco. Nvidia is scheduled to present six sessions covering topics of interest to AI data center users and operators and will make several key announcements I’ll cover in this article. (Like most AI semiconductor-related companies, Nvidia is a client of Cambrian-AI Research.)

Nvidia Corp. ordenó a sus proveedores de componentes, entre los que se incluyen Samsung Electronics Co. y Amkor Technology Inc., que detengan la producción relacionada con el chip H20 AI, según informó The Information citando fuentes no identificadas.

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,