Investors Watch Nvidia AI Chips Amid Hyperscalers’ In‑House Chip Plans

Nvidia announced a major AI infrastructure partnership with Meta Platforms, including millions of advanced AI chips for hyperscale data centers. This deal boosted sentiment after a 1.2% stock gain in one session. Manufacturers are also watching Nvidia’s quarterly earnings and competitive pressures as both support and rivalry rise in the AI chip market. Investors are closely focused on how in‑house chip plans by hyperscalers impact Nvidia’s future demand.