Gadgets Știri: 4 septembrie 2025

December 16, 2025, 2:54 AM EST. NVDA remains a leader in the AI era, posting stellar Q3 2026 results (revenue $57B, up 62% YoY; EPS $1.30). Yet the stock has pulled back from highs as AI-bubble chatter, hyperscaler capex cycles, and rising competition weigh sentiment. Competitors like AMD and Broadcom (AVGO) have stepped up, with OpenAI and Anthropic signaling chip demand, while Meta and others explore in-house options and cloud players like Amazon build custom silicon. Nvidia's China exposure remains constrained amid policy headwinds, even as licenses evolve. Management guides Q4 revenue near $65B (+ ~65% YoY). The risk/reward now hinges on sustained AI demand, supply dynamics, and policy developments affecting China and global chip supply.