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 Vanguard S&P 500 ETF (VOO) currently allocates over 8% of its holdings to NVIDIA, meaning a $500,000 investment includes about $40,400 in this single chipmaker. This concentration risk arises because VOO weights companies by market value, not inv...
Navitas Semiconductor, in collaboration with NVIDIA, introduced a new 24 kW power delivery board that converts 800 VDC directly to 12 VDC in a single stage, enhancing efficiency and reducing complexity for AI data centers. This board, featuring GaNFa...
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...
Broadcom is building its AI business by co-designing custom chips and networking solutions for major hyperscalers under long-term contracts, unlike Nvidia which sells GPUs broadly. This approach has secured multi-year deals with companies like Google...
The S&P 500 has risen 14% in 2026, reaching record highs, but this rally is heavily concentrated in a few AI-related chipmakers like Nvidia, Sandisk, and Micron Technology. Over 40% of the index's stocks are actually down this year, with many sectors...
