Related: Analysts zero in on Nvidia after Consumer Electronics Show surprises In a post on TheStreet Pro, Wall Street veteran trader Guilfoyle used Sickles' actions at the pivotal Civil War battle to illustrate his investment strategy for AI-chip-making brontosaurus Nvidia (NVDA) .

The Dutch government said on Thursday it is in discussions with U.S. chip firms Nvidia and AMD about suppling hardware and technological knowledge for a possible artificial intelligence (AI) facility.

Nvidia’s talk of huge market opportunities in autonomous driving and robotics is “potentially comforting for investors thinking about what might come next for the company,” an analyst says.

Nvidia CEO Jensen Huang also announced new AI tools for creating autonomous agents during a keynote address at CES.

Nvidia's new Cosmos model is another sign that devices and machines are getting better at understanding their environments.

The chipmaker, which has led a rally in artificial intelligence stocks, laid out a vision for dominating so-called physical A.I. Investors appeared impressed.

Nvidia Chief Executive Jensen Huang said on Tuesday that MediaTek will be able to sell the desktop central processor chip the two companies unveiled this week and that Nvidia has undisclosed plans for the chip.

Chipmaker Nvidia shares surge after founder Jensen Huang unveils next generation of AI for gamers at CES 2025.

Nvidia CEO Jensen Huang says the new family of foundational AI models was trained on 20 million hours of “humans walking, hands moving, manipulating things.”

Shares of Nvidia, the leading maker of AI chips, dipped more than 1% in late trading after Bloomberg reported on the plan. They had been up 4.3% this year through the close, following stratospheric gains in 2023 and 2024 that turned the company into the world’s most valuable chipmaker.

New research from Synergy Research Group estimates spend will grow 34% compared with 2023, thanks largely to a 48% rise in public cloud infrastructure spend – the sector accounts for more than half (55%) of the entire market.