Thursday, 13 August 2026 · World
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EUROS The World Financial Report
Nº 33 Thursday, 13 August 2026 · World Edition
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Nvidia’s biggest risk may be coming from inside its customer base

TST (Full) - (Official Feed) · 1h ago
Nvidia’s biggest risk may be coming from inside its customer base

Nvidia (NVDA) sold its most valuable chips to the world’s biggest tech businesses in the AI boom. What is disconcerting is that some of those same consumers now are paying big to establish alternatives. Microsoft (MSFT) might be poised to demonstrate just how serious that threat has gotten. The ...

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