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 seen in recent market drops for Nvidia-backed neoclouds like CoreWeave. Despite these concerns, CEO Jensen Huang remains confident in strong AI demand and Nvidia's ability to support growth through its vast cash flow and credit strength. The company's financial commitments, including a $105 billion guarantee for an OpenAI data center, highlight its deep involvement in the AI infrastructure buildout, but also raise questions about potential exposure if partners default.
Nvidia's stock is currently priced at USD 211.01 on Pluang, showing a slight decline of 0.57% in the past day. As of Oct 24, 2026 18:21 WIB, the market cap stands at $5.09 trillion with a strong buy interest at 72% of order activity on the platform.
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...
Nvidia's stock has increased by about 14% in 2026, a modest gain compared to other AI-related stocks. Earlier this year, investors eagerly pursued high-growth AI plays, but now Wall Street is adopting a more cautious stance. Concerns about debt level...
Hewlett Packard Enterprise (HPE) stock climbed 4% driven by new AI partnerships with NVIDIA and Schneider Electric, focusing on secure and industrial edge AI solutions. Additionally, HPE announced its Spaceborne Computer-4 will be sent to the Moon's ...
Nvidia's recent stock pullback is seen as a buying opportunity due to its dominant position in AI computing and the strong lock-in effect of its CUDA software ecosystem. The company reported massive revenue growth, especially in its data center segme...
