Nvidia Stock Gains. It's All About AI Chip Demand From AMD and Super Micro. - Barron's

1. Nvidia shares rose 0.5% in premarket trading. 2. AMD reported strong earnings but warned of $1.5 billion revenue loss from export controls. 3. Nvidia faces a $5.5 billion charge impacting its first-quarter results. 4. Super Micro Computer saw delays affecting Nvidia chip sales. 5. Overall, healthy AI chip demand is countered by significant market risks.