NVIDIA Corp. (NVDA) Is A Top AI Stock In Ken Griffin’s Portfolio - Yahoo Finance

NVIDIA Corp. (NVDA) remains a central figure in the artificial intelligence landscape, as highlighted by its inclusion in billionaire Ken Griffin’s investment portfolio. Despite modest year-to-date st... Read original →

NVIDIA’s multi-year pact with SK hynix is a strategic maneuver to break through the memory bandwidth bottleneck in AI accelerators. Next-gen HBM4/5 demands more EUV layers and tighter integration with 3nm logic, cementing a ‘foundry-memory oligopoly’ among TSMC, Samsung, and SK hynix—now being reshaped by U.S. CHIPS Act incentives toward Arizona and Texas, raising geopolitical risk premiums on Taiwan, China and Korean capacity. While AMD’s MI300X and Intel’s Gaudi 3 pressure margins with aggressive pricing, NVIDIA counters with proprietary NVLink and CoWoS packaging. However, any U.S. export curbs on advanced packaging tools could push Chinese hyperscalers toward domestic alternatives like Ascend, eroding NVIDIA’s pricing power. Over the next 18 months, as AI models scale beyond trillion parameters, memory—not compute—will become the critical chokepoint, making HBM supply chain control the new axis of AI infrastructure dominance.