Cerebras Systems makes huge computer chips—the size of dinner plates—with a radical design. Groq ... those gains are being matched by Nvidia, but also by chip startups, like Cerebras and Groq, that ...

Groq, Etched, Cerebras, SambaNova... There are too many Nvidia alternatives to count. Do any of them stand a chance?

While the emergence of DeepSeek has hit Nvidia’s stock, smaller AI chip companies say they’re experiencing increased demand and market opportunity.

So our plan here is to place a moderately bearish bet on Nvidia expiring at the end of February, and then a more aggressive ...