Nvidia has allowed d-Matrix, a Microsoft-backed AI chip startup, to connect its inference processors directly into Nvidia-powered racks using NVLink Fusion, expected in 2027. This move extends Nvidia's high-speed interconnect technology to partners, potentially turning it into an industry standard and allowing Nvidia to earn from data center infrastructure beyond just GPU sales. While this opens competition in AI inference chips, Nvidia benefits by collecting revenue from networking, CPUs, and software, maintaining its strong data center position. The strategy could face risks if rivals capture significant inference workloads, but overall it strengthens Nvidia's ecosystem and revenue streams.
As of Sep 16, 2026 01:02 WIB, Nvidia (NVDA) trades at USD 212.06, closer to its 52-week low of USD 165.17 than its high of USD 235.75, showing a modest 1-day gain of 0.52%. In contrast, Microsoft (MSFT) is priced at USD 498.47, down 1.37% for the day and further from its 52-week high of USD 542.07. Marvell Technology (MRVL), another chipmaker, stands at USD 222.63, up 1.74% and well below its 52-week peak of USD 316.43, highlighting varied investor sentiment across these tech stocks amid Nvidia's ecosystem expansion news.
Odds of U.S. AI regulation have sharply declined after former President Trump dismissed AI takeover fears as a "hoax" during a call with Nvidia's CEO. This reduced the chance of AI safety laws passing this year to 17% from a recent 45%. Meanwhile, Re...
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 mak...
The WisdomTree US LargeCap Dividend Fund ETF (DLN) maintains a buy rating due to its attractive valuation with a price-to-earnings ratio under 18 and a 1.75% dividend yield. DLN focuses on US large-cap dividend-paying stocks, blending value and moder...
Broadcom reported a stellar quarter with AI semiconductor revenue up 221% year-over-year, reaching $16.7 billion, and total revenue rising 85.5% to $29.59 billion. The company is generating strong free cash flow of $13.66 billion and is actively redu...
Cisco and NVIDIA have expanded their partnership to enable Splunk AI on-premises for customers who need to keep sensitive data off the cloud. This new solution, Cisco AI POD for Splunk, combines Cisco infrastructure, NVIDIA accelerated computing, and...
