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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1d
NVIDIA Rally: Microsoft Deployments and Rubin 2026
- NVIDIA’s shares climbed on concrete demand signals: Microsoft’s expanded GB200 liquid‑cooled deployments, record trading volumes, and roadmap momentum behind the Rubin architecture. Networking revenue growth and an expected rise in hyperscaler AI infrastructure capex further support NVDA’s near‑term strength.
15d
NVIDIA: Amazon Deal, Blackwell Wins, Valuation Up!
This article summarizes last week’s concrete developments that directly affect NVIDIA (NVDA): a large Amazon GPU + networking agreement, major Blackwell deployments with Roche, an expanded SLB collaboration, a rare valuation compression to near S&P multiples, and Goldman Sachs’ bullish outlook with a $250 12‑month price target. Each item is examined for its immediate impact on NVDA’s revenue trajectory and role within the DJ‑30.
04 Mar at 07:10
NVIDIA Vera Rubin Rollout Fuels Optical Networking!
NVIDIA’s recent week saw strong earnings and strategic infrastructure moves that together shape NVDA’s near-term trajectory: a stock dip tied to export worries, a $2B optical component commitment, early Vera Rubin platform samples shipping to key partners, and an expanded hyperscaler tie-up with Meta.
18 Feb at 07:10
Meta's Multibillion NVIDIA Deal Boosts NVDA Shares!
A multiyear, multibillion-dollar chip commitment from Meta, upbeat analyst efficiency claims and pre-earnings sensitivity have reshaped NVDA’s near-term outlook. Memory-supply pressure for consumer GPUs adds a nuanced margin risk even as data-center demand strengthens.
11 Feb at 07:10
NVDA Surge: Blackwell Demand and Rubin Outlook Now
NVIDIA’s NVDA stock advanced this week on concrete catalysts: record Q3 data-center revenue ($51.2B), intense demand for Blackwell-based GB200 systems, hyperscaler AI capex, and momentum behind Rubin platform components (Vera, ConnectX‑9, BlueField‑4). Memory ramps (HBM4) and steady RTX 50 consumer rollouts add further support.
04 Feb at 07:10
Vera Rubin NVL72 & CoreWeave Deal Boosts NVDA Edge
This article summarizes last week's concrete developments affecting NVIDIA (NVDA) in compute, gaming, and networking: a $2 billion equity and platform agreement with CoreWeave, the Vera Rubin NVL72 supercomputer reveal at CES 2026, and continued networking upgrades (ConnectX, BlueField, Spectrum). It explains the technical advances, short-to-medium-term implications for data-center demand and DGX/AI infrastructure, and what these moves mean for NVDA as a Dow 30 component.
28 Jan at 07:10
NVIDIA’s $2B CoreWeave Bet and Vera Rubin Reveal
NVIDIA bolstered its AI-infrastructure strategy with a $2 billion strategic investment in CoreWeave and unveiled the Vera Rubin AI platform at CES 2026. These concrete moves — paired with channel shifts in gaming GPU pricing and sustained retail inflows — present near-term headwinds but reinforce NVIDIA’s long-term compute leadership and demand visibility for NVDA within the DJ30.