Nvidia Stock Drops as 362-Kilowatt Rack Puts Investor Risk in Focus
Nvidia shares slid 3.6% to $201.10, erasing over $5 trillion in market value, as investors shifted focus from chip demand to power and cooling constraints highlighted by Super Micro’s new Rubin system, with Morgan Stanley warning of grid bottlenecks in 2027-2028 and Super Micro stock surging 15.7% on its end-to-end data center solution.