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2026-07-05 15:50:11

TD Cowen Maintains Nvidia Buy Rating Despite Google's AI Chip Threat

TD Cowen reaffirms Nvidia buy rating despite Google's new AI chip challenge and supply chain issues (Oracle cancels Supermicro order, B200 inventory buildup). New partnerships cover UK AI data centers, China autonomous driving, and financial services.

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TD Cowen Maintains Nvidia Buy Rating Despite Google's AI Chip Threat