NVIDIA US Stocks
NVIDIA News
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“New Stock God” Serenity: Optimistic About SiPH Supply Chain Investment Opportunities After Jensen Huang’s Warning, Bullish on Memory and Silicon Photonics Tracks
Svmuu “New Stock God” Serenity posted on platform X, stating that NVIDIA CEO Jensen Huang has warned that driven by the massive expansion of AI infrastructure, the global memory shortage is expected t
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Jensen Huang: The memory shortage will persist for several years
Svmuu reports that Nvidia CEO Jensen Huang stated that the memory shortage will last for several years and that he will meet with Samsung's Vice Chairman tomorrow. (Jin10)
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AI Industry Express: NVIDIA NVL576 Optical Engine Configuration May Increase by 78%, Potentially Benefiting Lumentum, Coherent, etc.
Svmuu News According to Citrini analyst Jukan, FundaAI's latest report reveals that NVIDIA's NVL576 passive co-packaged optics technology nearly doubles the density of optical engines and optical comp
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Nvidia CEO Jensen Huang’s First Stop in Korea: Meeting Faker, Calling Korea the Birthplace of Esports
Svmuu reported that Nvidia CEO Jensen Huang’s first stop in Korea was at the T1 base in Hongdae, Seoul, where he met with Lee “Faker” Sang-hyeok, a player from the League of Legends team T1, drawing s
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NVIDIA slashes next-gen rack memory configuration, causing memory stocks to plummet? SemiAnalysis founder clarifies: too clickbait-ish
Svmuu News: According to market sources this evening, a recent report by SemiAnalysis stated that "NVIDIA's next-generation AI server cluster, Rubin NVL72, has made significant adjustments to its memo
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Nvidia-backed robotics AI startup Generalist AI completes $400 million funding round at $2 billion valuation
Svmuu News: Robotics AI startup Generalist AI has completed a new $400 million funding round, led by Radical Ventures, with participation from 8VC, Union Square Ventures, Hanabi Capital, and existing
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NVIDIA acquires predictive AI software company Kumo AI for over $400 million
Svmuu reported that NVIDIA has announced the completion of its acquisition of Kumo AI, a predictive AI software company, for over $400 million. This acquisition will expand NVIDIA's AI software busine
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“New Stock God” Serenity: Nvidia Returns to Gamers’ Spotlight, Jensen Huang to Meet Faker
Svmuu reports: “New Stock God” Serenity posted on X, stating that Nvidia CEO Jensen Huang will meet with Faker, the star player of League of Legends. Serenity mentioned that he once discussed PUBG gam
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Jensen Huang is planning to meet with League of Legends pro player Faker during his visit to South Korea
Svmuu reports that, according to industry insiders cited by Korean media, Nvidia CEO Jensen Huang is arranging a meeting with League of Legends professional player Faker during his visit to South Kore
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NVIDIA Launches World’s First Open Full-Physics Multimodal AI Model Cosmos 3
Svmuureports, at the 2026 GTC Taipei conference, NVIDIA officially unveiled NVIDIA Cosmos 3. This model is an open-world foundation model designed for physical AI, employing a hybrid Transformer archi
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IBM and NVIDIA are binding AI agent identity and runtime access control.
IBM and NVIDIA are binding AI agent identity and runtime access control.
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Cadence Design Systems (CDNS) has launched a suite of AI models optimized for computer chip design, deepening its collaboration with NVIDIA in open-source models and differentiating itself from rival Synopsys' recent agreement with OpenAI.
Cadence Design Systems (CDNS) has launched a suite of AI models optimized for computer chip design, deepening its collaboration with NVIDIA in open-source models and differentiating itself from rival
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Major US stock indices extended gains during intraday trading, with the Nasdaq 100 index rising over 1% to hit a new daily high
Major US stock indices extended gains during intraday trading, with the Nasdaq 100 index rising over 1% to hit a new daily high. The S&P 500 index is currently up 0.7%, the Dow Jones Industrial Averag
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NVIDIA shares rose 3.1%, Microsoft 1.1%, Amazon 1%, Broadcom 2.8%, Micron Technology 3.5%, and SpaceX 1.4% after AI company Anthropic filed for an IPO.
NVIDIA shares rose 3.1%, Microsoft 1.1%, Amazon 1%, Broadcom 2.8%, Micron Technology 3.5%, and SpaceX 1.4% after AI company Anthropic filed for an IPO.
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NVIDIA is up 3.02% from its previous close, now trading at $217.340.
NVIDIA is up 3.02% from its previous close, now trading at $217.340.
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Anthropic to spend up to $120.5B on SpaceXAI NVIDIA compute
Anthropic to spend up to $120.5B on SpaceXAI NVIDIA compute
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Meta announced the launch of a public offering of approximately $35 billion in common stock and mandatory convertible preferred stock
Meta announced the launch of a public offering of approximately $35 billion in common stock and mandatory convertible preferred stock, and plans to introduce an at-the-market (ATM) equity offering pro
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Meta has raised $35 billion through an equity offering to fund its AI infrastructure expansion
Meta has raised $35 billion through an equity offering to fund its AI infrastructure expansion. NVIDIA, AMD, and Broadcom have expressed interest in investing a combined total of up to $5 billion. Met
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Meta plans to raise $95 billion through a stock offering to fund its AI infrastructure expansion, with NVIDIA, AMD, and Broadcom as cornerstone investors, according to the Financial Times.
Meta plans to raise $95 billion through a stock offering to fund its AI infrastructure expansion, with NVIDIA, AMD, and Broadcom as cornerstone investors, according to the Financial Times.
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stated at the 35th annual CASPA conference held in the US on October 23rd that AI infrastructure investment is facing multiple challenges
Dylan Patel, founder and CEO of SemiAnalysis, and Stacy Rasgon, Managing Director at Bernstein, stated at the 35th annual CASPA conference held in the US on October 23rd that AI infrastructure investm
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NVIDIA GB200 Mass Production and AI Compute Power Flow: Power Shortage Becomes Key to 2026 Industry Landscape
As NVIDIA's GB300 series AI chips dominate the market in 2026, global AI data center electricity demand is surging at an unprecedented rate. By 2026, AI-optimized servers are projected to consume 31% of total data center electricity, surpassing traditional servers in 2027. Factors such as grid interconnection delays and rising wholesale electricity costs have made power, rather than chip supply, the primary bottleneck for AI infrastructure expansion. This article will delve into this trend and analyze the strategic deployments adopted by various parties in the industry chain to address the power challenge.
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NVIDIA (NVDA) Encyclopedia: Deconstructing the AI Computing Leader's Moat and Valuation Logic, from GPU Hardware to the CUDA Software Ecosystem
As of September 2026, NVIDIA has become the world's most valuable company by market capitalization, with its AI hardware and CUDA software ecosystem forming a formidable competitive barrier. The company continues to launch new-generation GPU architectures such as Blackwell and Vera Rubin, and is expanding the CUDA platform to support Rust language and quantum computing. NVIDIA's valuation is closely tied to the global AI capital expenditure cycle. Despite competition from AMD, Intel, and cloud service providers' self-developed chips, its data center revenue and profitability remain strong. However, the market still has concerns regarding its high valuation, geopolitical risks, and founder succession risk.
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NVIDIA and AMD: The Two Giants of AI Computing Power in 2026—An Analysis of Market Dynamics, Financial Performance, and Opportunities for Transition into Cryptocurrency Mining
As of August 2026, NVIDIA continues to dominate the AI chip market with its CUDA ecosystem, while AMD is rapidly gaining ground with its Instinct MI series accelerators and Helios solutions.This article provides an in-depth analysis of both companies’ latest financial data, product developments, and market share, and explores how mining companies Bitcoin are transitioning their existing computing infrastructure to AI computing, offering investors a perspective on investment opportunities in the AI computing sector.
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A Roundup of Key Listed Companies in the Metaverse: Who Are the Key Players in Building the Virtual World?
Although the concept of the metaverse is broad, the number of publicly traded companies that truly treat the metaverse as a core strategy or provide key infrastructure is relatively limited. This article will take an in-depth look at several companies widely regarded as key players in the metaverse—including Meta Platforms, Roblox, Nvidia, and Unity Software—analyzing their strategies and latest developments in hardware, platforms, engines, and underlying technologies, while also examining the overall potential and challenges of the metaverse market.
NVIDIA Summary
The company's significance extends far beyond its origins in PC graphics. NVIDIA is widely recognized as a pivotal force in the artificial intelligence (AI) revolution, with its GPUs and CUDA programming model becoming the industry standard for training and deploying deep learning models. Consequently, the performance of NVDA stock is often influenced by the growth trajectory of the AI sector, demand for data center computing, the health of the PC gaming market, and competition within the semiconductor space. Key drivers include corporate earnings reports, new product announcements, and broader macroeconomic trends affecting technology spending and supply chains.
For the digital asset community, NVIDIA holds a unique position. Historically, its high-performance GPUs were the hardware of choice for mining proof-of-work cryptocurrencies, creating a direct link between crypto market cycles and demand for NVIDIA's gaming-focused products. Although the landscape has evolved, particularly with Ethereum's shift to proof-of-stake, the relationship persists. Fluctuations in the profitability of GPU mining for various altcoins can still impact demand and resale value of its hardware, making NVDA a closely watched stock by crypto investors as a barometer for the hardware and infrastructure layer of the digital economy.
24H Trending
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The bank raised its 2027 humanoid robot sales forecast for Unitree Robotics to 31,701 units
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Meta's earnings triggered a significant widening of AI credit spreads, with its Credit Default Swaps (CDS) reaching an all-time high
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shows that the computational power consumption for training humanoid robot full-body motion controllers can be compressed by over 1000 times
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RADR Token (Solana Chain) Analysis: Trading Channels and Market Status
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Cryptocurrency Basics: Definition, Development, and Secure Investment Strategies
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Toncoin Institutional Investor Analysis: Funding, Custody, and Market Impact of the Telegram Ecosystem
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Ethereum Monetary Theory: From EIP-1559 to the "Ultra Sound Money" Vision
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AI, a Chinese provider of high-quality AI token production services, recently completed a Series B funding round exceeding RMB 1.3 billion
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Israel will hold general elections on Tuesday, with war, security, the economy, and coalition formation being the main issues
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Boosted by this news, SK Hynix's stock price rose over 2% at one point on Monday
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