Analysts home in on Nvidia's inference market share following an earnings win. Here's why

Artificial intelligence chipmaker Nvidia boosted its dividend, delivered a beat on earnings and revenue, and reported adjusted gross margins of 75% – but the stock still sank in extended trading after quarterly results released Wednesday. The "agentic" phase of the AI buildout has put the focus back on central processing units and more decentralized systems architecture, sending other chipmakers like Intel , Micron and AMD soaring in recent months while Nvidia performed a bit more modestly . …