NVIDIA Aktie

 

Nvidia has unveiled a prototype of its next-generation co-packaged optics (CPO) technology, Optics-on-Interposer (OOI), at SEMICON West 2026. The design moves the optical engine from a conventional organic package substrate to the silicon interposer carrying the compute chips, increasing bandwidth density and reducing power consumption for future AI system interconnects....

Ten companies—including Nvidia, Micron and other AI giants—account for roughly two-thirds of corporate profit growth....

The new SpaceX SI data center cluster is going to run on the Nvidia Vera Rubin computer....

One company serves corporations in a cyclical, increasingly competitive business environment. The other serves consumers who are loyal regardless of the economic backdrop....

Amazon's AI chips just got a leg up in their ability to compete with Nvidia's GPUs, but don't expect them to have much of an impact on Nvidia's results....

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Small but steady investments in the chipmaker could build a meaningful position by 2035....

Apple's foldable iPhone Duo sold out in minutes and sent the stock to a record that briefly toppled Nvidia from the top of the global market cap rankings. Whether a supply-starved device cycle can justify that valuation is the question investors face before Apple reports on November 2....

Nvidia's CEO wants lenders to treat AI chips like cars or houses. Here's why that matters....

As Nvidia has gone from chipmaker to industry financier, some investors see the company taking on outsized risk tied to the AI buildout....

A little-known chip component is attracting billions....

Nvidia has the potential to resume its bull run, given its cheap valuation and strong growth prospects....

Nvidia verdient Milliarden am KI-Boom, der CEO wird gefeiert, wo immer er auftaucht. Weniger beachtet: Nvidia finanziert einen bedeutenden Teil dieses Hypes inzwischen selbst....

You can't go wrong with either, but one seems to have more runway....

Rund vier Billionen US-Dollar sieht Dan Ives in den KI-Ausbau fließen, und doch entscheidet nach seiner These nicht die Nachfrage darüber, wer 2027 vorne liegt....

Nvidia CEO Jensen Huang said the company did not expect memory supply to exceed demand in the coming years and remained open to working with China's ChangXin Memory Technologies (CXMT). The comments, made during the GTC Berlin conference and reported by CNBC, came as falling market valuations for memory manufacturers and new Chinese dynamic random-access memory (DRAM) developments intensified concerns about oversupply....

China's access to artificial intelligence computing power will double next year, but US-designed chips will account for about 65 per cent of that capacity, an indication of its continued reliance on foreign hardware, according to new research. Total compute available to Chinese entities was expected to expand in 2027 from about 4.6 million to 8.8 million “H100-equivalents” – a metric benchmarked against Nvidia's data-centre graphics processing units, according to a report by the Washington-based......

Nvidia stock fell 7.2% from its October closing high, matching Jim Cramer's preferred pullback range. But the AI boom faces a financing test....

The robots, stomping their little feet and making tiny R2D2 noises, sat, fell down dead for a "nap," and summersaulted on voice command....

But AI investors can't go wrong with either stock....