NVIDIA CEO Jensen Huang highlights that a one-gigawatt AI factory generates about $50 billion in annual rental revenue, which matches the roughly $50 billion cost to build it. This suggests a rapid return on investment of around one year, emphasizing the strong economics behind AI infrastructure. NVIDIA's data center revenue surged 117% year-over-year to $89 billion last quarter, driven by high demand and supply commitments totaling $279 billion. The key test will be whether NVIDIA's upcoming earnings meet revenue and margin guidance, validating the durability of this payback model amid expanding AI demand.
NVIDIA's stock price on Pluang is currently USD 222.98, down 1.19% as of September 24, 2026, 18:42 WIB, trading below its 52-week high of USD 235.75 but well above the 52-week low of USD 165.17. Despite the CEO's optimistic outlook on AI factory economics, market sentiment shows more selling activity with 78% of orders as sells compared to 22% buys. The stock's market cap stands at $5.45 trillion, reflecting high investor interest amid the ongoing AI demand narrative.
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...
Nvidia has shifted from just making chips to financing AI cloud projects, backing companies like OpenAI with billions in guarantees and investments. This strategy exposes Nvidia to significant financial risk if demand for AI computing falls short, as...
At Nvidia's GTC Berlin conference, CEO Jensen Huang showcased Microducks, small AI-powered robots that perform tricks on voice command. The demo went viral, leading to over 20,000 preorders for Microducks, which are expected to ship by Christmas. Pro...
This week saw significant declines in AI infrastructure stocks, with neocloud companies like CoreWeave and Nebius dropping over 30% in October. Credit default swap spreads for major tech firms Meta, Nvidia, and Oracle hit record highs, signaling incr...
