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.
Ride-hailing company inDrive is partnering with Chinese autonomous vehicle firm Pony.ai and Nvidia to test robotaxis in Kazakhstan starting in 2027. The tests will begin in Astana with safety operators, aiming for fully driverless rides eventually. P...
Nvidia Corporation is rated a Strong Buy with a price target of $447, implying about 101% upside. The company is transforming into a central player in the AI economy by providing key infrastructure and governance. Strategic moves like acquiring Huggi...
Altimeter Capital's Brad Gerstner highlights SpaceX's massive $400 billion investment to build 10 GW of computing power next year, aiming to dominate the emerging superintelligence era. This scale could represent 25% of new U.S. compute capacity, fue...
Karman has enabled NexGen Cloud to increase AI compute capacity by 60% within the same power budget at its Montreal data center by using its AI-driven power orchestration platform. This technology allows 16 NVIDIA B300 servers to run within the power...
Billionaire hedge fund manager Ken Griffin calls the current AI investment surge a bubble due to speculative excess and uncertain future demand. Despite his warning, his firm Citadel holds about $8.6 billion in major AI-related stocks including Amazo...
