Robotics Remains In Its ‘Lego Era,’ Says Former Nvidia Leader Turned VC as Physical AI Awaits Its ChatGPT Moment
Robotics remains in its Lego era as developers work to improve simulation, safety standards and hardware despite rising investment.
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Navitas Semiconductor Unveils 24 kW GaN-Powered 800V-To-12V Power Delivery Board For NVIDIA AI Data Centers
Navitas Semiconductor (NASDAQ:NVTS), a leader in next-generation power semiconductors and power delivery solutions, pioneering GaN, high-voltage and ultra-high-voltage SiC, and IVR technologies, today announced its
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Nvidia's forward P/E ratio suggests significant upside potential as the market has not priced in the company's expected 70% revenue growth for next year. With a forward P/E below 14x compared to its current trailing P/E of 28x, the stock could potentially double by January 2028 if earnings expectations are met and valuation multiples remain stable. Strong demand from AI hyperscalers with locked-in capital expenditure plans supports the growth thesis.
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Benzinga Bulls and Bears: Palantir, Apple, Six Flags
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Shares of semiconductor and chip companies are trading lower as rising inflation concerns and elevated energy prices fuel expectations for further Fed rate hikes. Elevated borrowing costs could pressure semiconductor manufacturing and AI infrastructure investments while straining customer budgets. The Philadelphia Semiconductor Index (SOX) has declined for seven consecutive trading sessions, matching its longest losing streak since the 2008 financial crisis.