It was just three months ago that Nvidia turned heads in the tech world with the DGX Spark, a $4,000 desktop supercomputer that was meant to help democratize AI beyond corporate giants. Things move fast in the AI world, though, and the company has another, more powerful model coming to market in the next few months.

The Chinese government this week told some tech companies it would only approve their purchases of Nvidia’s H200 AI chips under special circumstances, such as for university research and development labs,

AI chip startup Etched raised about $500 million in a new funding round, according to people familiar with the matter, part of an effort to compete with Nvidia Corp. in the booming market for artificial intelligence processors.

For investors familiar with Nvidia's vertical move, Sosnoff's "boring" label makes the thesis clear: The AI revolution is real, but the easy money has been made. If the market faces a spring correction, the most crowded trades may be the first to fall.

The announcements reflect a calculated shift from discrete chip sales to integrated systems that address enterprise infrastructure bottlenecks.

Gamers have now upscaled Hellblade II: Senua's Saga from 720p to 4K with impressive clarity. Maybe not quite as good as native, but not far off. They also upscaled a 240p render from Elder Scrolls IV: Oblivion to 720p, transforming it from a pixelated mess to a functional game.

The Chinese government this week told some tech companies it would only approve their purchases of Nvidia's H200 AI chips under special circumstances, such as for university research, the Information reported on Tuesday,

Peter Thiel is a legend in Silicon Valley. He was one of the founders of PayPal, after which he went on to co-found Palantir. He was also one of the first outside investors in Facebook (now Meta Platforms ), so he also has a sharp eye for investment opportunities.

Michael Burry of "The Big Short" fame said Nvidia is "simply the purest play" for an investor to bet against the AI boom.