NVIDIA's AI Dominance Soars: New GPU Launches, Strategic Collaborations, and a Dow Jones Debut
1min read As of last week, NVIDIA (NVDA) saw a 1.99% increase in its stock price. However, it experienced a decline of 4.34% over the past week. Year-to-date, the stock has surged by an impressive 173.55%, bringing its latest market valuation to approximately $3.32 trillion.
NVIDIA's strong performance in the market is bolstered by strategic collaborations and rising demand for their cutting-edge GPU technologies. Recently, SoftBank installed around 4,000 NVIDIA Hopper GPUs into its AI computing platform in Japan, significantly enhancing its computational power. This move is a testament to NVIDIA's pivotal role in advancing artificial intelligence computing.
In South Korea, NVIDIA's CEO, Jensen Huang, has reportedly requested SK Hynix to accelerate the delivery schedule of their next-generation high-bandwidth memory (HBM4). Such a request underscores the escalating demand for advanced AI GPUs equipped with high-capacity, energy-efficient memory storage systems, essential for meeting the growing computing needs of companies like OpenAI, Amazon, and Meta.
Moreover, NVIDIA is eyeing 2026 for the release of its next-generation AI GPU architecture, Rubin, anticipated to be paired with the HBM4 memory system. With NVIDIA holding a dominant market share in the global AI chip sector, it continues to push the boundaries of technological innovation and market leadership.
Additionally, competing memory manufacturers are also vying for a stake in this burgeoning market. Samsung has hinted at potential collaborations with NVIDIA, suggesting future supply agreements for advanced HBM products. The company is ramping up production of HBM3E and further developing HBM4, aiming to align with the evolving technological needs of high-performance AI applications.
In the United States, Micron Technology has already commenced mass production of its HBM3E systems, specifically designed for AI and high-performance computing, and is preparing for future advancements with HBM4. These efforts highlight a competitive landscape where leading memory makers strive to meet the insatiable demand for high-performance storage solutions.
NVIDIA's stock is also set to replace Intel's in the Dow Jones Industrial Average by November 8, a move reflecting the growing prominence of AI-driven tech firms in major stock indices. This inclusion further solidifies NVIDIA's reputation as a key player in the tech industry.