Karman (formerly Utilidata) helped NexGen Cloud, a European AI cloud provider, raise AI compute capacity by 60% in its Montreal data center using the same power budget, through Karman's power orchestration platform. The setup lets 16 NVIDIA B300 servers run within power limits designed for 10 servers without hurting performance, and the partnership has been expanded to NexGen's European operations. In the same session, NVIDIA closed at $212.21, down 4.4%, while CanSemi Technology rose 20% to CN¥33.64 and MACOM Technology Solutions Holdings fell 15.9% to $229.73. Broadcom closed at $323.24, down 4.3%, Micron at $856.49, down 6.3%, and Advanced Micro Devices at $507.93, down 8.1%.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
NVDAsemiconductorsartificial intelligencedata centers
Open a keyword to see other news on the same topic.
Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/22/2026 | 212.28 |
| Change that session | -4.36% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- The AI Bottleneck Takes Many Forms. These 7 Stocks Will Benefit.
AI growth is hitting bottlenecks in chips, memory, power, connectivity and cooling, and the Nasdaq-100 Technology Sector Index fell more than 5% in the past week. The article highlights seven companies tackling these constraints. Nvidia still faces GPU supply limits as it ramps Blackwell and Vera Rubin, while Micron, a high-bandwidth memory maker, reported fiscal fourth-quarter 2026 revenue of $54.23 billion versus $11.32 billion a year earlier. Lumentum guided to revenue of $1.225 billion to $1.275 billion for the next quarter, Coherent's data center and communications segment hit $1.615 billion, and GE Vernova reported $24.2 billion in orders. Bloom Energy's Oracle deal covers up to 2.8 gigawatts of on-site fuel cell capacity, and Vertiv supplies cooling systems, though expanding production remains a challenge.
- Nvidia Is Moving Deeper Into Intel, AMD Territory: Supermicro Rolls Out 256-CPU Vera Rack
Super Micro Computer (SMCI) announced a rack built around Nvidia's Vera CPUs, a dedicated CPU system for agentic AI workloads that complements Nvidia's Vera Rubin GPU platform and targets data center work long dominated by Intel and AMD. The fully liquid-cooled 256-CPU rack packs 22,528 cores and 45,056 threads, supports up to 22,500 concurrent agent sandboxes, and includes Nvidia BlueField-4 DPUs. SMCI shares fell as much as 4.5% in pre-market trading. Nvidia says Vera can run selected agentic AI workloads up to 1.8 times faster than leading x86 CPUs from Intel and AMD, and cites visibility into about $20 billion in CPU revenue this fiscal year. Supermicro also projected fiscal first-quarter revenue of $18.5 billion to $19.5 billion, above prior guidance of $14.5 billion to $15.5 billion, with earnings due November 3.
- Supermicro Introduces the NVIDIA Vera CPU Rack, a 256 CPU, 100% Liquid-Cooled Rack-Scale Solution, Complementing the NVIDIA Vera Rubin Platform, for Agentic AI at Scale
Super Micro Computer (SMCI) announced the NVIDIA Vera CPU rack, a 100% liquid-cooled solution with 256 NVIDIA Vera CPUs that can run standalone or alongside the NVIDIA Vera Rubin NVL72 for agentic AI workloads. The rack provides 22,528 cores and 45,056 threads and supports up to 22,500 concurrent agent sandboxes per rack. It uses the third-generation NVIDIA MGX design for common infrastructure with Vera Rubin NVL72, and offers an 800 VDC sidecar power option that allows battery backup units in place of a conventional UPS. BlueField-4 DPUs and the OpenShell Reference Architecture support continuous monitoring and policy enforcement of agent behavior, and air-cooled 1U and 2U Vera CPU systems are also available for customers who need them.
- Nvidia Is Becoming More Than a Chipmaker. Can it Sustain Its Exceptional Margins?
Nvidia is expanding beyond chips to sell complete AI infrastructure, including processors, networking, CPUs and software, anchored by the Vera Rubin platform, Spectrum-6 switches and software for running AI factories. In the July quarter, revenue reached $96.2 billion with a 75% gross margin and free cash flow of $21.3 billion. Its Compute & Networking segment brought in $88.3 billion, more than double the $41.3 billion a year earlier, mainly due to the Blackwell Ultra infrastructure ramp. The risk lies in customer concentration: one direct customer accounted for 16% of quarterly revenue, and three direct customers made up 16%, 15% and 13% across the first half of fiscal 2027. Indirect demand is also concentrated, and these percentages are not enough to identify end customers.
- What Is Nvidia (NVDA) Signaling With New AI Chip And Space Computing Deals?
NVIDIA is working with Samsung and TSMC on next-generation HBM chips built on TSMC's 3nm process, with Samsung planning to use that node for HBM and NVIDIA co-designing the base die for AI workloads. NVIDIA and SpaceX have also agreed to develop AI computers for use in space, a collaboration Elon Musk publicly praised. The article says these moves reinforce NVIDIA's positioning as a seller of full AI data center systems, while customer concentration and large customers' in-house chip efforts remain unresolved issues.
- How Investors Are Reacting To NVIDIA (NVDA) AI Partnership Wave
Adobe, Delta Electronics, Navitas, London Stock Exchange Group and other partners have deepened collaborations with NVIDIA, tying RTX Spark chips, Nemotron models and CUDA-X software into AI content creation, semiconductor workflows and 800 VDC data center power designs. The article argues these partnerships embed NVIDIA's AI platform more deeply in customers' daily workflows, though they do not clearly change the core catalyst of converting backlog into shipped AI factory capacity. The main risks remain export controls on China and large customers building in-house accelerators. Under the investment narrative cited, forecast revenue reaches US$995.9 billion and earnings US$540.6 billion by 2029, based on assumed annual revenue growth of 48.7%.
Related markets
Latest news
- Meta’s new non-voting shares aim to protect Zuckerberg’s control: Oppenheimer
Oppenheimer said Meta's plan to issue non-voting Class C shares to all shareholders on Jan. 19, 2027 is likely designed to protect CEO Mark Zuckerberg's voting control amid a potential California wealth tax (Prop 40), a one-time 5% levy on residents with net worth above $1 billion that could cost him $10 billion to $15 billion in 2027. The firm maintained its Perform rating and $710 price target, and it expects Meta to raise capital for its AI buildout, though below the hundreds of billions of dollars the company cited. As of Oct. 1, Zuckerberg held 60.6% of voting power and 13.4% of shares outstanding. Analyst Jason Helfstein estimated his voting power would fall to 56.3% if he raised $15 billion personally and Meta raised $150 billion without non-voting stock, a level that is still above 50%.
- Extreme heat causes record losses in Europe
A study by Imperial College London and the London School of Hygiene & Tropical Medicine estimates that heat during summer 2026 was linked to 50,391 deaths across 854 cities in 30 European countries, 71% higher than in 2022 and well above the 28,462 recorded during the 2003 heatwave. About 2/3 of these deaths would not have occurred without human-caused climate change. Western Europe had its hottest summer on record, with average temperatures nearly 3 degrees Celsius above the 1991-2020 average. According to Bloomberg Economics, extreme heat cut about 0.17% from EU GDP between April and September 2026, equal to nearly 17 billion euros and 2.5 times the average loss for the same period over the previous decade. In the second quarter alone, GDP was estimated to be 0.2 percentage points lower in France, 0.1% lower in Germany and 0.05% lower in Spain due to high temperatures.
- Hedge Funds Are Shorting Stocks at Near-Record Levels
Goldman Sachs prime brokerage data shows hedge funds have built short positions in stocks to a near five-year high, while global fundamental long-short funds lost 2.9% through October 15 and suffered losses every trading day in that stretch. On October 22, the S&P 500 fell 1.21% to 7,663.43 and the Nasdaq Composite dropped 2.6%, even though most stocks rose as the selloff stayed concentrated in megacap tech. The Philadelphia Semiconductor Index lost over 6%, Meta fell 6.98% after its third-quarter report, and the 10-year Treasury yield dropped 19.3 basis points to 4.953%. Fundstrat's Tom Lee said the selloff is nearly over, while the article notes that a yield rebound, weak megacap results or a hawkish Fed would prove the shorts right. It also warns that rising prices could force short sellers to buy back shares in a short squeeze.
- Apple Overtakes Nvidia As World's Most Valuable Company — iPhone Duo Hits Stores Amid Strong Demand
Apple (AAPL) hit a record high on Friday, with its market capitalization reaching $5.11 trillion, edging past Nvidia's $5.09 trillion to become the world's most valuable publicly traded company, according to Google Finance. The rally coincided with the launch of the $1,999 iPhone Duo, its first foldable iPhone, where pre-orders exceeded initial supply, estimated delivery dates stretched into late January, and buyers were limited to two devices each. Morgan Stanley's supply-chain checks point to about 6.5 million Duo units in the second half of the year, while IDC expects Apple to capture 44% of global foldable smartphone market value in 2026. iPhone sales made up $54.25 billion of the $109.42 billion in fiscal Q3 revenue, and Q4 results due on November 2 will not include Duo sales. Apple shares are up more than 29% year-to-date.
- Not Nvidia. Not Micron. This Little-Known Chip Stock Is the AI Boom's Best-Kept Secret.
The article argues that Credo Technology Group (CRDO), a connectivity chip designer, receives less attention than its major cloud-provider customers would suggest. Its signature product is an active electrical cable (AEC) that carries 800 gigabits per second over copper, and revenue for the quarter ended Aug. 1 more than doubled from a year earlier. The company is shifting toward optical connectivity after acquiring DustPhotonics in May, with its 1.6-terabit ZeroFlap Active Light Cable slated to ship in 2027 and drawing about 30% less power than a comparable copper AEC. Cited risks include revenue concentrated among a handful of hyperscalers, a stock decline of over 40% from its high earlier this year, and about $2.5 million of stock sold by the CEO in September.
- Apple Duo goes on sale in-store as iPhone 18 demand disappoints
Apple's iPhone Duo is now on sale in stores, priced from $2,000 up to $3,200 for the 2 terabyte version. The hosts said it is sold out, and new online orders show delivery as late as the end of January. Early analyst reports from Asia suggest iPhone 18 demand was below expectations, raising the question of whether Duo sales can offset that. The hosts described the Duo as a consumption device with a weaker camera that lacks optical zoom and heats up, while the iPhone 18 Pro was called a true pro phone with a more robust camera.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.