Oct 12, 2026, 9:19 PMSemiconductors
Nvidia and AMD Shares Fall as AI Data Center Plans Leave Revenue Distant
Nvidia and AMD shares fell after future AI data-center hardware and software designs failed to excite investors, while an analyst said revenue remains distant.
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Summary
MarketWatch reported on October 12, 2026, that Nvidia (NVDA) and AMD (AMD) shares fell after the chipmakers introduced hardware and software designs for future AI data centers. The announcements failed to re-energize investors.
An analyst said the designs’ revenue potential remains far off. The limited feed did not identify the analyst, products, development timelines, financial estimates or size of the share declines.
Positives
- Nvidia and AMD introduced new hardware designs for future AI data centers.
- The chipmakers also disclosed software designs supporting future AI infrastructure.
- The announcements show both companies continuing to develop products for AI data centers.
Risks & concerns
- Nvidia and AMD shares fell following the new AI announcements.
- The announcements failed to re-energize investors, according to MarketWatch.
- An analyst said the revenue potential remains far off.
- The limited feed provided no product timelines, financial estimates or share-price decline percentages.
Primary sourceMarketWatch.com - Top Storieshttps://www.marketwatch.com/story/nvidia-and-amd-shares-fall-as-new-ai-announcements-fail-to-re-energize-investors-4a0dd766?mod=mw_rss_topstories
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