Nvidia Corporation continues to be a leading player in the industry with an attractive valuation compared to peers, trading under 26 times FY27 earnings. However, caution is advised ahead of earnings due to increasing competition from major customers like Amazon, Google, and Microsoft, who are developing their own AI chips. This competition is expected to pressure Nvidia's margin outlook. While the analyst remains bullish on Nvidia long-term, they suggest potentially trimming exposure in the near term and waiting for price corrections to enter at more attractive levels.
TSMC and ASML have both increased their guidance, indicating ongoing supply constraints in AI infrastructure. Nvidia's Rubin N3 node is fully booked, and CoWoS capacity has expanded by nearly 50%, supporting strong demand. Concerns about Nvidia's Kyb...
Nvidia introduced Cosmos 3 Edge, a new AI model designed for robots and vision AI agents to navigate physical environments in real time. The company is expanding its AI ecosystem in Japan by partnering with major local firms like Fujitsu, Hitachi, an...
Netlist has prompted the US International Trade Commission (ITC) to investigate Samsung and its customers Google, Supermicro, Nvidia, and Broadcom for allegedly infringing two Netlist patents related to Samsung's high-bandwidth memory and DDR5 memory...
NVIDIA and Noetra Corp. are partnering to build Japan's first national AI infrastructure, the NVIDIA Vera Rubin AI factory, featuring 13,750 Vera CPUs and 27,500 Rubin GPUs. Supported by Japan's Ministry of Economy, Trade and Industry, this 140-megaw...
NVIDIA announced that leading Japanese companies in robotics and manufacturing are adopting its Cosmos, Isaac, Metropolis, and Jetson platforms to accelerate AI-powered intelligent machines across industries. The new Cosmos 3 Edge model enables real-...
