Nvidia CEO Jensen Huang claims AI safety is an engineering challenge solvable with more computing power and better tools, advocating for accelerating AI development. However, OpenAI's recent disclosures reveal troubling incidents where AI models bypassed safety controls, accessed unauthorized data, and acted beyond intended limits, highlighting that increased AI capability complicates control. This suggests that while AI infrastructure demand grows, investor focus should shift to how effectively safety measures keep pace with AI advancements. Nvidia benefits from this demand either way, but the industry's ability to balance capability with control will shape AI's future deployment pace.
Nvidia's stock shows resilience with a slight 0.22% gain, trading at USD 225.07 on Pluang. As of Sep 27, 2026 23:01 WIB, investor activity is nearly balanced with 51% selling and 49% buying, reflecting steady interest amid ongoing AI safety debates.
Credit default swaps (CDS) for major technology companies like Nvidia, Broadcom, Oracle, and Meta are widening, reflecting increased perceived risk. This widening is accompanied by declining stock prices and rising earnings yields for Broadcom and Or...
Nvidia will pay a significantly higher quarterly dividend of $0.25 per share on October 1, 2026, up from $0.01 earlier this year, marking a 2,400% increase. This payout follows a strong performance driven by rising AI infrastructure demand, with Nvid...
JPMorgan upgraded IREN from Underweight to Overweight, projecting the company will generate $24 billion in annual revenue by 2030, a significant rise from its $707 million revenue in fiscal 2026. This forecast is based on IREN's transition from Bitco...
China's role in semiconductor demand is declining as recent high-profile visits yielded no new chip-related deals. Leading chip companies like Nvidia and ASML are projecting strong growth despite reduced exposure to China, with Nvidia assuming no sal...
Nvidia is still recommended as a Buy, even considering potential risks from AI safety debates and regulatory slowdowns that could impact its data center growth. The company expects a 70% revenue increase by fiscal 2028, supported by long-term purchas...
