NVIDIA and AMD both posted record Data Center revenues in 2026, with NVIDIA generating $89.02B and AMD $6.72B. NVIDIA's AI infrastructure platform Vera Rubin began shipping in August, giving it a timing advantage over AMD's Helios, which starts shipping in Q3 2026 but scales mainly in 2027. NVIDIA's revenue per gigawatt has increased significantly, reflecting strong pricing power, while AMD competes on cost efficiency. Investors favor NVIDIA for near-term growth due to its current shipments and upcoming earnings report, while AMD appeals to patient investors banking on future platform scaling and deployments in 2027.
Nvidia trades at USD 226.28 on Pluang as of Oct 13, 2026 00:02 WIB, with a market cap of $5.54 trillion and a 1-day decline of 1.31%. This positions Nvidia as a dominant player in the technology sector, aligning with the article's note on its strong near-term growth and AI infrastructure leadership. The stock's typical hold time of 116 days on Pluang indicates steady investor interest despite recent minor price dips.
NVIDIA and Cisco have introduced Ultra-Dense Small Form Factor Pluggable (USFP), a new optical module supporting 400Gb/s per lane, enabling up to 12.8Tb/s capacity for AI data centers. This technology doubles bandwidth per lane and increases power ef...
Nvidia shares fell 1% after Microsoft announced its third-generation Maia 300 AI chip, designed to improve efficiency and reduce costs in AI workloads. The Maia 300 offers 40% more tokens per megawatt and up to seven times the throughput of its prede...
Cisco and NVIDIA announced a new open industry specification for 400G-per-lane pluggable optics, enhancing bandwidth and power efficiency for AI data centers. Cisco also introduced advanced Silicon One chips and systems, including the 51.2T P200 sili...
S&P 500 futures are flat near record highs as Brent crude oil rises above $100 due to ongoing conflict in Iran, boosting energy stocks like Exxon Mobil and Chevron. Meanwhile, high bond yields above 5% are pressuring tech stocks, with NVIDIA slightly...
Nvidia has doubled its revenue per gigawatt of AI capacity and posted triple-digit earnings growth, driving its market value to about $5.76 trillion. Despite a 27.67% stock rise this year, the share price lags behind earnings growth of 127.8%. Supply...
