NVIDIA CORP News
NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building 3D designs and virtual worlds. Its Compute & Networking segment provides Data Center platforms and systems for AI, HPC, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; cryptocurrency mining processors; Jetson for robotics and other embedded platforms; and NVIDIA AI Enterprise and other software. The company's products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, independent software vendors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. It has a strategic collaboration with Kroger Co. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.
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23h
NVIDIA H200 Export Pause, $5T Valuation Spike Now!
- Concrete events this week — an H200 export slowdown to China, a massive H200 backlog, record quarterly revenue, a $1B Nokia tie-up and a $5T market-cap milestone — are reshaping NVDA’s near-term revenue visibility while underscoring continued demand for NVIDIA’s AI compute and networking products.
7d
Nvidia H200 Ramp and Networking Surge Hit NVDA Q1!
Nvidia has accelerated H200 GPU production for China while its under-the-radar networking business is delivering outsized revenue growth. Recent regulatory scrutiny and ongoing supply-chain strains create near-term risk, but the company’s expanding AI stack and data-center momentum remain tangible drivers for NVDA stock.
14d
NVIDIA's Groq Deal and Intel Stake Shake NVDA Buzz
NVIDIA made two headline moves this week: a multibillion-dollar licensing-and-talent agreement with Groq focused on AI inference, and a $5 billion stake purchase in Intel. Those concrete actions bolster NVIDIA’s strategic positioning in AI compute while creating near-term investor uncertainty. At the same time, reports of China’s photon-based LightGen chip outperforming Blackwell in select media tasks add a competitive variable. This article breaks down the events, the immediate market response, and what investors should watch next.
21d
Tencent Gains Access to NVIDIA Blackwell via Cloud
Recent week developments: Tencent’s indirect access to NVIDIA Blackwell chips via a Tokyo cloud provider, Micron’s HBM-driven supply signals, large AI deployments (Atlas Cloud AI), and bullish analyst updates together shaped NVDA stock momentum—highlighting regulatory risk, supply constraints, and concrete infrastructure demand.
28d
NVIDIA SchedMD Buy, China H200 Surge, Oracle Shift
NVIDIA’s recent week featured concrete developments: the confirmed SchedMD acquisition that strengthens its HPC software stack; renewed Chinese demand for H200 chips after eased restrictions; and Oracle’s chip-neutral stance — including a large AMD Instinct deployment — that pressures differentiation. These events have immediate revenue and strategic implications for NVIDIA and its valuation.
10 Dec at 07:09
NVIDIA: H200 China OK, Q3 $57B Boosts Stock Rally!
A week of concrete developments lifted NVIDIA’s trajectory: U.S. approval to export H200 AI chips to approved Chinese buyers (with a 25% levy), blockbuster Q3 FY2026 results ($57B revenue, $50.9B from compute & networking), new partnerships around NVLink Fusion, and intensified TPU competition from Broadcom-backed deployments. These events combine to create near-term revenue opportunities, clear product-level differentiation, and measurable investor reactions.
03 Dec at 07:09
Nvidia Surges: NVLink, Synopsys Deal & GB300 Order
Over the past week Nvidia has seen concrete, market-moving developments: AWS adopted NVLink Fusion for its Trainium‑4 chips, Nvidia invested $2B in Synopsys to co-develop AI-driven chip‑design tools, CoreWeave committed 40,000 GB300 GPUs to a Texas AI campus, and analysts raised price targets after confirmed large orders. These events tighten Nvidia’s hardware and software moat and produced measurable stock reactions.