NVIDIA US Stocks
NVIDIA News
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Jensen Huang: We Are at the Beginning of a Cycle
Svmuu News: NVIDIA (NVDA.O) CEO Jensen Huang: "We are at the beginning of the cycle." (Jin Shi)
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AI-related stocks fell across the board in premarket trading on U.S. markets, with MRVL down 2.61%
Svmuu News: According to data from MSX.COM, AI-related stocks fell across the board in pre-market trading on U.S. markets, with MRVL down 2.61%, MU down 2.74%, AVGO down 1.55%, and NVIDIA down 1.46%.
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NVIDIA Expand robotics cooperation with Japanese companies to accelerate the rollout of physical AI
Svmuu News: NVIDIA (NVDA.O) and four leading Japanese industrial automation companies announced that they will expand their collaboration in robotics development, further advancing Jensen Huang’s stra
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The U.S. has officially launched a Section 337 investigation into DRAM equipment and its downstream products and components (II), with Samsung Electronics, Google, NVIDIA, and others named as respondents.
Svmuu News: On July 15, the U.S. International Trade Commission voted to initiate a Section 337 investigation (Investigation No. 337-TA-1511) into certain dynamic random-access memory (DRAM) devices a
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Apple Shifts to Relying on NVIDIA Because the M2 Ultra Chip Cannot Meet Advanced AI Requirements
Svmuu News: Apple is shifting to rely on NVIDIA’s GPUs to support its AI business after its in-house M2 Ultra chip failed to perform as expected when running advanced AI workloads. According to report
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The U.S. Department of Commerce says shipments of the NVIDIA H200 to China have begun
Svmuu News: The U.S. Department of Commerce announced that shipments of the H200, an AI chip manufactured by NVIDIA, to China have begun. This information pertains to U.S. semiconductor exports to Chi
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Jensen Huang Denies Production Delays for Vera Rubin, Says Delivery Is On Schedule
Svmuu News: NVIDIA CEO Jensen Huang denied reports of production delays for the company’s next-generation AI accelerator system, Vera Rubin, stating that Vera Rubin has entered the production phase, i
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U.S. officials have confirmed that shipments of NVIDIA H200 chips to China have begun, but the volume of deliveries remains limited.
Svmuu News: A senior U.S. official has confirmed that NVIDIA’s H200 AI chip, designed for the Chinese market, has begun shipping. However, the official noted that the actual number of units delivered
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Pre-Market U.S. Stock Market Highlights: NVIDIA's 12-layer HBM4 is now in mass production and shipping; New York State plans to suspend the construction of new large-scale data centers
Svmuu News: Ahead of the U.S. stock market open, investors should pay close attention to the following key market and financial news: 1. U.S. major stock index futures are mixed. Dow Jones futures are
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Foreign Media: SK Hynix Accelerates Mass Production of HBM4 for NVIDIA
Svmuu News: According to foreign media reports, SK Hynix has officially begun mass production and shipment of 12-layer HBM4 for the NVIDIA, with the product now entering the ramp-up phase.Unlike previ
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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, Intel, and AMD have prepaid over $5 billion to secure high-end IC substrate capacity.
According to Taiwan's Economic Daily, tech giants NVIDIA, Intel, and AMD have collectively prepaid over NT$100 billion (approximately US$5 billion) to high-end IC substrate manufacturers in Taiwan. Th
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NVIDIA's role as an AI financier faces its first major test as shares of "new cloud" companies it backs plummet.
NVIDIA's role as a global financier of AI infrastructure is facing its first major stress test as credit markets tighten for its key partners. NVIDIA not only provides advanced technology but also hel
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Nvidia CEO Jensen Huang plays with Microduck robots, driving over 20,000 preorders in a day
The Microduck robots, which are open-source devices produced by Pollen Robotics (a company acquired by Hugging Face, now part of Nvidia), were showcased by Huang at the GTC Berlin conference. They per
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AI cloud service providers CoreWeave and Nebius saw their stock prices fall by 10% and 7% respectively, as market concerns grow over heavy borrowing and credit ratings.
During NVIDIA's GTC conference, shares of AI cloud service providers CoreWeave and Nebius fell by 10% and 7% respectively, reflecting market concerns about heavy borrowing and lack of credit ratings i
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NVIDIA's Jensen Huang announced a new product at the GTC conference: a transportable AI rack container designed to accelerate AI computing deployment.
NVIDIA CEO Jensen Huang announced a new product at the GTC conference in Berlin: a containerized solution packing seven NVIDIA Vera Rubin AI racks, transportable on ordinary roads. This move aims to a
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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.
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