Bain projects demand for graphics-processing units will climb to the equivalent of 3 million of Nvidia’s next-generation GB200 chips in 2026.

CEG stock surged 22% on Sept. 20, driven by a 20-year deal with Microsoft to supply electricity from a restart (of undamaged) nuclear Unit 1 of Three Mile Island.

Inside The Chips Driving Nvidia Stock. Nvidia stock fell 1.6% to 119.46, but the shares recovered, closing flat at 121.44.

Nvidia stock dropped in premarket trading before paring losses, following a report that China is urging local companies not to buy its AI chips.

Beijing is stepping up pressure on Chinese companies to buy locally produced artificial intelligence chips instead of Nvidia Corp. products, part of the nation's effort to expand its semiconductor industry and counter US sanctions.