Nvidia’s earnings call on Wednesday is like “the Super Bowl for not just tech investors, but investors around the world,” said Dan Ives, global head of tech research at Wedbush Securities, a wealth management, brokerage and advisory firm. “There’s fears of a bubble; we believe those are not warranted."

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.

Nvidia releases its earnings this week against a backdrop of investor worry over the sustainability of current rates of AI infrastructure capital expenditure (capex)

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,

Asian investors battled Wednesday to kickstart a recovery in equities following the latest stagger across world markets that has been caused by worries over an AI-fuelled bubble and uncertainty over US interest rates.

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.

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

Analysts see demand for high-grade AI hardware from Nvidia increasing in the coming quarters, staying upbeat even as investors fret over the AI trade.