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.
Nvidia and Analog Devices are key players in the physical AI robotics sector, combining AI chips and sensors to drive automation growth. Nvidia, valued at $5.7 trillion, projects physical AI revenue could reach $100 billion within a decade, supported...
The Invesco S&P 500 Top 50 ETF (XLG) reduces the S&P 500 to its 50 largest companies by market cap, resulting in a fund dominated by mega-cap tech stocks, especially semiconductors which make up about 26% of the portfolio. The top five holdings—NVIDI...
President Trump announced a $2.4 billion funding commitment from leading tech companies including Nvidia, OpenAI, AMD, Anthropic, and Google to support AI-driven scientific research across 14 federal agencies. Nvidia leads with a $1 billion donation,...
OpenAI revealed it achieved roughly $50 billion in annualized revenue by the end of September, which is lower than the $68 billion figure widely reported earlier. The higher figure included gross revenue from OpenAI's partners, making direct comparis...
Nvidia is using its strong cash flow to finance AI infrastructure by providing backstops and lending for data center construction, moving away from direct equity investments in AI startups. Its stakes in companies like OpenAI and Anthropic are small ...
