Nvidia's latest AI supercomputer, the VR200 NVL72, allocates 70% of its $4 million bill of materials to its Vera Rubin GPUs, highlighting the chip's dominant role in AI infrastructure spending. Other components like DRAM and high-bandwidth memory make up smaller shares. Nvidia's data center revenue surged 117% year-over-year to $89 billion in Q2 FY2027, with Vera Rubin expected to drive 20% of Q3 revenue. Despite recent stock dips amid AI slowdown concerns, Nvidia's strong demand and supply constraints suggest continued growth and value concentration in its silicon. The company forecasts 70% revenue growth in fiscal 2028, supported by major hyperscaler orders and partnerships with memory suppliers like SK hynix and Micron.
Nvidia's stock trades at USD 211.95, close to its 52-week high of USD 235.75 as of Sep 15, 2026 23:21 WIB, showing resilience despite recent AI sector concerns. In comparison, Micron Technology is priced much higher at USD 923.86 but remains well below its 52-week high of USD 1.21K. SK Hynix, another key memory supplier, trades at USD 172.94, nearer to its 52-week high of USD 198.63, highlighting different valuation levels among major tech players involved in AI infrastructure.
The WisdomTree US LargeCap Dividend Fund ETF (DLN) maintains a buy rating due to its attractive valuation with a price-to-earnings ratio under 18 and a 1.75% dividend yield. DLN focuses on US large-cap dividend-paying stocks, blending value and moder...
Broadcom reported a stellar quarter with AI semiconductor revenue up 221% year-over-year, reaching $16.7 billion, and total revenue rising 85.5% to $29.59 billion. The company is generating strong free cash flow of $13.66 billion and is actively redu...
Cisco and NVIDIA have expanded their partnership to enable Splunk AI on-premises for customers who need to keep sensitive data off the cloud. This new solution, Cisco AI POD for Splunk, combines Cisco infrastructure, NVIDIA accelerated computing, and...
Elon Musk and Jim Cramer both suspect that AI doom warnings from leading labs are motivated by commercial interests. Musk proposes a peer-review safety system where AI companies test each other's models to prevent harmful behavior, emphasizing the ne...
Nvidia shares fell over 8% in a week amid concerns of an AI slowdown, but one investor is increasing their position, citing strong fundamentals and growth prospects. Nvidia reported Q2 FY2027 revenue of $96.22 billion, up 105.8% year-over-year, with ...
