Inside Nvidia’s $30 Billion AI Expansion: Why the Summer Dip is a Structural Bargain

Despite a minor summer pullback to $195, Nvidia remains structurally undervalued at 29x P/E ahead of its 10x higher-performance Vera Rubin chip rollout. Backed by a historic $30 billion revenue-sharing AI factory deal in Batam, Indonesia, the semiconductor pioneer is aggressively expanding its sovereign cloud footprint to anchor multi-year growth.