Intel Risks Being Left Behind as Nvidia Ups AI Lead

Nvidia Corp. gave investors what they were looking for this week: concrete evidence that the surge in artificial intelligence is resulting in a sales boost. Nearly lost in the euphoria that the chipmaker set in motion, however, was a warning that not all are going to join in the feast. Jensen Huang, Nvidia’s chief executive officer, described what he sees as a shift taking place within the world’s data centers as companies rushing to add artificial intelligence computing power are shifting spending to the type of gear made by Nvidia...