During U.S. Eastern Time trading on September 3, the GPU/CPU sector exhibited significant divergence. As of press time, DELL.US rose nearly 4% to $513.93, and CBRS.US gained over 3% to $190.62, leading the sector's advance. NVDA.US edged up 2.02% to $228.94, while ARM.US climbed 2.80% to $241.44, indicating steady demand in chip design.

Some sector components faced pressure, with AVGO.US falling 2.30% to $358.80 and AMD.US slightly retreating 0.19% to $456.20. INTC.US advanced 1.24% to $91.17, MRVL.US rose 1.55% to $209.67, and QCOM.US remained flat. Among derivative ETFs, NVDL.US surged 3.89%, reflecting leveraged bullish sentiment on NVDA.

Analysts noted DELL and CBRS' strength may link to recovering server demand, while AVGO's pullback could stem from short-term profit-taking. The sector maintained high turnover, with NVDA exceeding $24.7 billion in single-day volume, signaling intensified capital contention. Investors should monitor upcoming earnings guidance and industry inventory trends.