Arm Holdings Plc plans to start incorporating Nvidia Corp.’s NVLink technology into chip designs for AI data centers, tightening the relationship between two influential semiconductor companies.

Investors hope that good news from Nvidia’s quarterly earnings report on Wednesday will stop the bleeding in artificial-intelligence stocks. But the smart money is split on whether the chip maker’s shares are still worth buying.

The price call is a bet that Blackwell and Rubin pipelines keep revenue climbing, even as competition tightens.

Nvidia Corp.-backed Cassava Technologies plans to raise as much as $700 million to build and upgrade a network of data centers across Africa with artificial intelligence chips, with the goal of making AI services more affordable for companies and nonprofits,

I share some top AI infrastructure investment opportunities beyond Nvidia. Read which stocks in networking, power, and utilities are poised for growth here.

But one major revenue opportunity has eluded Nvidia in recent times, and that's the Chinese market. U.S. export controls have blocked Nvidia's high-powered chips from that market, and China itself has added to the challenge -- China has banned foreign-made chips, according to several press reports.

Nvidia previously informed investors to anticipate roughly $54 billion in sales for the third quarter of fiscal year 2026, give or take 2%. The company’s gross margins are expected to be in the mid-70s as its Blackwell AI platform expands among hyperscale clients.

By Wen-Yee Lee TAIPEI (Reuters) -U.S.-based cloud services provider GMI Cloud said on Monday it will build a $500 million artificial intelligence data centre in Taiwan with the support of U.S. chipmaker Nvidia.