Nvidia could benefit from Taiwan Semiconductor's quarterly results.

Nvidia 's ( NVDA 2.83% ) AI dominance has come into question over the past few weeks. OpenAI just announced a monster deal with Advanced Micro Devices (NASDAQ: AMD) , making it seem as if AMD could be catching up to the king of AI investing to date. However, I don't think that's a valid argument, as AMD cut OpenAI an incredible deal that Nvidia likely wasn't willing to make.

Nvidia is still the largest provider of artificial intelligence computing hardware by far, and I think we'll get some news on Oct. 16 regarding the strength of the demand for AI computing hardware. That's when Taiwan Semiconductor Manufacturing ( TSM 8.01% ) reports its quarterly earnings, and it will give investors a hint as to

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