AMD reported its fifth consecutive quarter of record server CPU revenue, driven by strong demand for its EPYC processors. However, cloud hyperscalers increasingly develop their own custom Arm-based chips, which could limit AMD's future growth in server CPU market share. NVIDIA is also expanding its presence with its Vera Arm CPU, competing directly with AMD's x86 EPYC line. The upcoming performance of AMD's 6th Gen EPYC Venice chips and hyperscaler adoption will be critical in determining AMD's ability to maintain its growth trajectory amid rising Arm competition in the cloud sector.
As of Oct 01, 2026 18:14 WIB, Nvidia Corp (NVDA) trades at USD 230.25 on Pluang, showing a modest 1-day gain of 0.82%. The stock holds a significant market cap of $5.51 trillion and an enterprise value of $5.49 trillion, reflecting its strong position in the technology sector amid growing competition in server CPUs. Pluang users display balanced order activity with 50% selling and 50% buying, indicating cautious interest in Nvidia's expanding role against AMD's EPYC processors.
Nvidia now guarantees financing for customers buying its AI chips, exposing it to credit risk if those customers, like CoreWeave, struggle to cover rising interest costs. Nvidia's revenue surged 105.8% to $96.22 billion, driven by AI data center sale...
Nvidia has expanded its stock buyback program by $80 billion, giving it nearly $100 billion in repurchase capacity as demand for its AI chips exceeds supply through at least 2028. The company reported accelerating revenue growth, with Q2 revenue up 1...
Nebius shares surged 181.8% in 2026, driven by a $27 billion Meta deal, NVIDIA investment, and a $37.5 billion backlog. The company’s AI cloud revenue grew rapidly, but heavy capital expenditures ($20-$25 billion expected this year) and significant c...
An investor is dollar cost averaging shares of AMD at current high prices, driven by the company's strong position in AI data center chips and accelerating growth. AMD's Q2 FY2026 revenue rose 50.1%, with data center sales more than doubling and prof...
Nvidia reported robust Q2 FY27 results, with data center revenue soaring 117% year-over-year to $89 billion, driven by strong demand from hyperscale and ACIE customers. The company's GAAP gross margins hit 75% in Q2, though management expects a tempo...
