Nvidia Data Center Hits 91.5% of Revenue as $8B-Valued Rival Files IPO
Vanguard’s Mega Cap Growth ETF (MGK) holds Nvidia alongside Apple and Microsoft with a 0.05% expense ratio, while iShares’ IWO charges 0.24% and spans 1,100+ small-cap stocks. Nvidia’s data center segment now represents 91.5% of revenue as competitor Cerebras files for an $8 billion IPO under ticker CBRS and Braun Stacey trims its 1,115,635-share stake by 1.1%.
1. ETF Exposure Comparison
Vanguard’s MGK carries Nvidia, Apple and Microsoft with a 0.05% expense ratio and focused mega-cap growth, while iShares’ IWO charges 0.24% to cover over 1,100 small-cap growth stocks with higher volatility.
2. Data Center Revenue Surge
Nvidia’s data center segment now accounts for 91.5% of total revenue, reflecting strong AI demand but contributing to gamer frustration over memory shortages and prioritization of AI-specific Blackwell and Rubin GPUs.
3. Cerebras IPO Rivalry
Competitor Cerebras Systems filed for a Nasdaq IPO under ticker CBRS with an $8 billion valuation after securing an $850 million credit facility and partnerships with OpenAI and Amazon, intensifying competition in AI chip infrastructure.
4. Institutional Stake Adjustment
Braun Stacey Associates trimmed its Nvidia position by 1.1%, selling 12,744 shares and leaving 1,115,635 shares, signaling cautious institutional adjustments despite the company’s strong AI-driven growth.