Nvidia shares fell 1% after Microsoft announced its third-generation Maia 300 AI chip, designed to improve efficiency and reduce costs in AI workloads. The Maia 300 offers 40% more tokens per megawatt and up to seven times the throughput of its predecessor, aiming to become Microsoft's primary AI inference system by 2027. This development challenges Nvidia and AMD, as cloud providers like Microsoft seek to control infrastructure costs by developing in-house chips. Nvidia's future market position depends on AI demand growth and how widely Microsoft's chip is adopted.
Nvidia shares trade at USD 226.60, down 1.17% as of Oct 12, 2026 23:31 WIB on Pluang. Microsoft shares rose 1.12% to USD 541.04, showing investor confidence despite Nvidia's decline. AMD also fell 2.54% to USD 592.67, reflecting broader tech sector pressure.
NVIDIA and Cisco have introduced Ultra-Dense Small Form Factor Pluggable (USFP), a new optical module supporting 400Gb/s per lane, enabling up to 12.8Tb/s capacity for AI data centers. This technology doubles bandwidth per lane and increases power ef...
Cisco and NVIDIA announced a new open industry specification for 400G-per-lane pluggable optics, enhancing bandwidth and power efficiency for AI data centers. Cisco also introduced advanced Silicon One chips and systems, including the 51.2T P200 sili...
S&P 500 futures are flat near record highs as Brent crude oil rises above $100 due to ongoing conflict in Iran, boosting energy stocks like Exxon Mobil and Chevron. Meanwhile, high bond yields above 5% are pressuring tech stocks, with NVIDIA slightly...
Nvidia has doubled its revenue per gigawatt of AI capacity and posted triple-digit earnings growth, driving its market value to about $5.76 trillion. Despite a 27.67% stock rise this year, the share price lags behind earnings growth of 127.8%. Supply...
Nvidia is exploring options to acquire or increase its investment in Reflection AI, a startup specializing in open-weight artificial intelligence models. The discussions are preliminary, with potential deals including a full acquisition, hiring of Re...
