Nvidia's recent performance has been less spectacular compared to previous years, with its growth now dependent on AI supply constraints and TSMC's manufacturing capacity. The company's advantages in chip versatility and performance face challenges as major cloud providers develop their own competitive chips. Gross margin data and investments by hyperscalers indicate Nvidia's edge may be overstated, with customers exploring alternatives. Despite this, Nvidia's valuation at 14 times 2027 earnings suggests its long-term returns remain appealing despite short-term volatility.
Nvidia trades at USD 218.06 on Pluang as of Oct 20, 2026 00:02 WIB, showing a 1.84% gain in the last day. Despite concerns about its competitive edge in chip technology, the company maintains a strong market cap of $5.17 trillion and a dividend yield of 0.47%. This steady performance on Pluang highlights ongoing investor interest amid the evolving AI and semiconductor landscape.
NVIDIA researchers have completed a record-breaking simulation of fault-tolerant quantum computing using 104 qubits on JUPITER, Europe's largest supercomputer at Jülich Supercomputing Centre. This simulation validates a new approach that reduces the ...
Broadcom is gaining investor confidence due to its strong position in custom AI chips, co-designed with major AI builders who commit to long-term plans. Despite a recent share price drop, Broadcom's AI semiconductor revenue is rapidly growing, with m...
Nvidia introduced new AI models including the Nemotron 3.5 Super VL, a 120-billion-parameter model for enterprise agents, and two lightweight Bolt models for local AI PCs and workstations. The Super VL model offers similar accuracy to larger models b...
Intel shares rose 5% to about $94 as semiconductor stocks recovered from a sharp sell-off last week driven by doubts over AI spending sustainability and data center investment returns. The sector-wide rebound included gains for AMD, Nvidia, and Micro...
Nvidia Corporation outperforms peers with superior growth and profitability, driven by strong AI data center demand and expansion into gaming, automotive, and robotics. The company's integrated platform strategy supports robust long-term growth. A di...
