Nvidia (NVDA) rose more than 10% over the week, while the Philadelphia Semiconductor Index (SOX) gained more than 8% in the same period. The rebound followed an earlier sell-off in semiconductor stocks, which had been driven by concerns over the scale of AI infrastructure spending and rich valuations across chipmakers. Recent trading points to a partial recovery in market sentiment.
Part of Nvidia’s advance was tied to positive comments linked to SpaceX. On the company’s first earnings call, Elon Musk said SpaceX plans to build data centers on Earth and in space, and that it will use Nvidia chips بالكامل. At the same time, supply constraints around high-bandwidth memory, or HBM, remain in focus. According to The Information, Nvidia is testing a Rubin Ultra variant with reduced HBM configuration as it responds to a global shortage of high-bandwidth memory.
Nvidia (NVDA) climbed more than 10% this week, while the Philadelphia Semiconductor Index (SOX) rose more than 8% over the same stretch.
Semiconductor shares had previously come under pressure as investors sold the sector on concerns about the scale of AI infrastructure spending and elevated valuations among chip companies. That mood has recently improved.
Part of Nvidia’s gain was supported by positive developments tied to SpaceX. Speaking on SpaceX’s first earnings call, Elon Musk said the company plans to build data centers on Earth and in space, and that it will fully use Nvidia chips.
HBM supply remains a point of focus for the market. According to The Information, Nvidia is testing a version of its Rubin Ultra chip with lower HBM configuration to address the global shortage of high-bandwidth memory.
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