NVIDIA reported $89.02 billion in Data Center revenue for Q2 fiscal 2027, a 117% year-over-year increase, driven by AI agents consuming five times more tokens than humans. This surge in token demand is fueling rapid growth in advanced data center hardware sales, with NVIDIA expecting 70% revenue growth in fiscal 2028 limited by supply constraints. AI agents generate significantly more token requests, increasing demand for GPUs, CPUs, and networking gear. NVIDIA's CEO highlighted that AI has reached an inflection point, turning compute power directly into revenue. The company also faces supply challenges but continues to invest heavily in production capacity and buybacks, with strong analyst optimism for future earnings.
As of Oct 03, 2026 19:51 WIB, Nvidia Corp (NVDA) trades at USD 233.95 on Pluang, showing a 1.34% increase in the last day. Despite strong sell pressure with 79% of orders to sell versus 21% to buy, the stock maintains a substantial market cap of $5.65 trillion. This highlights investor interest in Nvidia amid its rapid growth fueled by AI token demand.
Nvidia's CEO Jensen Huang announced that the upcoming Vera Rubin chips will generate $40 billion in revenue per gigawatt, a significant increase from the $25 billion generated by the current Grace Blackwell chips. This improvement highlights Nvidia's...
AI-related stocks have surged unevenly across four key sectors: semiconductor memory, HDD storage, semiconductor equipment, and AI computing platforms. Micron and SK hynix lead with strong memory demand but face concerns over peak profits. HDD makers...
Amkor Technology, Inc. is reaffirmed as a Buy with a revised price target of $55, reflecting a more cautious valuation amid stronger business fundamentals. The company's gross margin is expected to improve from 14.2% in Q1 to nearly 19% by Q3, driven...
On October 22, 2026, 337 out of 497 S&P 500 stocks rose, yet the index closed lower due to heavy losses among major tech companies like Meta Platforms, NVIDIA, Apple, and Alphabet. Meta's earnings miss and costly legal settlements weighed on the inde...
Apple's stock hit a record high on the launch day of its foldable iPhone Duo, briefly making it the world's most valuable company with a market cap of about $5.1 trillion, surpassing Nvidia. Despite strong demand and sold-out preorders, limited suppl...
