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A wobble in U.S. technology shares has raised the stakes for Nvidia Corp's quarterly results on Wednesday, with earnings from the semiconductor giant posing a crucial test for the scorching AI trade.

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.

The nuclear microreactor developer's shares have been sizzling hot this year against the backdrop of a bullish artificial intelligence (AI) narrative.

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 said Friday that its newly revealed Spectrum-XGS Ethernet technology uses a set of network optimization algorithms to allow multiple data centers in different locations to operate as a “single AI super-factory.

From $345 billion to $4.4 trillion -- how Nvidia became the king of the artificial intelligence (AI) realm and why the ride may just be getting started.

Just because it's already the biggest company in the world by market cap doesn't mean the GPU leader doesn't have a lot of room to grow.

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.

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.