NVIDIA US Stocks
NVIDIA News
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Former OpenAI Data Center Chief Chris Malone Joins NVIDIA, According to The Information
Former OpenAI Data Center Chief Chris Malone Joins NVIDIA, According to The Information
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NVIDIA GeForce NOW cloud gaming will support Google's new laptop category, Googlebooks.
NVIDIA announced that its GeForce NOW cloud gaming service will soon support Google's new Googlebooks laptops. Googlebooks, which combines ChromeOS and Android and is designed for Gemini Intelligence,
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Palo Alto CEO Says Slowing AI Development Is Impractical, Extinction Threat "Minimal"
Palo Alto CEO Nikesh Arora's views align with those of NVIDIA CEO Jensen Huang, who disagrees with the CEOs of Anthropic and OpenAI.
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Jensen Huang: AI is creating entirely new industries, with $500 billion in venture capital flowing into native AI companies in the past six months.
NVIDIA CEO Jensen Huang, in a podcast interview released on September 23, dismissed concerns that AI would lead to mass unemployment, arguing that while AI automates specific tasks, the core goals of
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Jensen Huang: AI computing demand will skyrocket "a billion times," and NVIDIA's computing systems are evolving into a "new asset class."
NVIDIA CEO Jensen Huang stated in a podcast interview released on September 23 that the market has not fully grasped the paradigm shift in computing brought about by AI, and that future computational
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NVIDIA CEO Jensen Huang Rejects AI "Doomsday Theories": Safety is an Engineering Problem, Calls for Regulation are a Shirk of Responsibility
Jensen Huang stated in a podcast interview released on September 23 that AI is essentially software and algorithms, possessing no "will," and that safety issues can be entirely resolved through engine
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Apple M5 Ultra Mac Studio began shipping on September 22, capable of clustering to run trillion-parameter models. Goldman Sachs analysts recommend a bullish stance on Apple and a bearish stance on NVIDIA.
Apple is reshaping the AI hardware market with its "local inference" logic, challenging NVIDIA's potential incremental share in AI inference. The latest M5 Ultra Mac Studio began shipping on September
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NVIDIA credit default swap (CDS) trading volume has surged, making it one of the most active CDSs in the US, as investors seek to hedge their debt risk after the company's $25 billion bond issuance in June.
NVIDIA credit default swap (CDS) trading volume has surged, making it one of the most active CDSs in the US, as investors seek to hedge their debt risk after the company's $25 billion bond issuance in
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SoftBank's SB Energy IPO Delayed to October Amid Questions Over $50 Billion Valuation and Reduced NVIDIA Support
SB Energy, a SoftBank subsidiary, has postponed its IPO, originally slated for this month, until mid-to-late October due to investor concerns over its target valuation of $50 billion or more. The comp
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NVIDIA AI Day Singapore Showcases Southeast Asian AI Progress, Deepens Cooperation with Multiple Partners
NVIDIA is hosting AI Day in Singapore, showcasing its AI breakthroughs in Southeast Asia and deepening collaborations with local partners. NVIDIA is helping countries in the region scale AI from pilot
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CNBC: Micron expects share buyback program to potentially far exceed NVIDIA's
CNBC analysis suggests that Micron's upcoming stock repurchase program could be very substantial as a percentage of the company's market capitalization, potentially even surpassing Nvidia's previously
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NVIDIA Details How Its AI Factories Maximize ROI, Citing 30x Throughput Increase
NVIDIA's official blog explains that AI factories, costing roughly $60 million per megawatt, maximize return on investment through three key factors: productivity, durability, and fungibility. The com
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Musk reposted a tweet: Starlink's profitability may surpass NVIDIA, Google, Amazon, and Apple.
Elon Musk reposted a tweet suggesting that Starlink's profitability could surpass NVIDIA, Google, Amazon, and Apple.
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Trump announces voluntary AI agreement with six major AI giants; NVIDIA's Jensen Huang and Mark Zuckerberg promote self-regulation.
Former U.S. President Donald Trump announced on September 30 a voluntary AI agreement with six AI giants: Anthropic, OpenAI, Google, Meta, xAI, and NVIDIA. The agreement requires signatories to establ
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Apple conspicuously absent from Trump's AI lunch with major tech companies
President Donald Trump held a meeting at the White House on Tuesday to discuss the future of artificial intelligence with executives from the world's most powerful tech companies, but Apple was notabl
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NVIDIA Opens Applications for 2027-2028 Graduate Fellowships, with Awards Up to $60,000
NVIDIA has opened applications for its 2027-2028 Graduate Fellowship Program, which offers up to $60,000 in funding, mentorship, and technical support to Ph.D. students conducting outstanding research
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CoreWeave Announces NVIDIA Vera Rubin NVL72 Systems, Cognition Claims 4.8x AI Inference Throughput Increase
CoreWeave announced that its cloud platform now offers NVIDIA Vera Rubin NVL72 systems, featuring Spectrum-X 102.4T Ethernet networking. AI company Cognition (developer of Devin AI) is among the first
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After Donald Trump's meeting with tech leaders, CNBC's analysis suggests the outlook for AI safety is more uncertain than ever.
President Trump hosted a luncheon at the White House on Tuesday with leaders from top AI companies including Google, Meta, SpaceX, NVIDIA, Palantir, Anthropic, and OpenAI, and signed a document titled
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JPMorgan Chase Report: AI Token Usage Surges in September, H100 Lease Prices Decline While B200 Rebounds, DRAM Sees First Pullback After Five Consecutive Rises
According to Wall Street Insights, citing JPMorgan Chase's latest Data Center Observation Report, OpenRouter platform token usage surged 71% month-over-month in September, reaching 30 times year-over-
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Elon Musk reposts video of his full discussion with NVIDIA CEO Jensen Huang at a launch event
Elon Musk reposts video of his full discussion with NVIDIA CEO Jensen Huang at a launch event
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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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Trump announces voluntary AI agreement with six major AI giants; NVIDIA's Jensen Huang and Mark Zuckerberg promote self-regulation.
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US judge approves $110bn Paramount acquisition of Warner Bros, despite media consolidation fears
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Bloomberg Markets: Ten Reasons Investors Are Pushing Up Government Bond Yields
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BOJ Summary of Opinions Suggests Rate Hike Amid Approaching Inflation Target
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NVIDIA GB200 Mass Production and AI Compute Power Flow: Power Shortage Becomes Key to 2026 Industry Landscape
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Australia's Lynas Rare Earths will acquire Meteoric Resources in an all-stock deal valued at approximately A$968 million (US$672 million) to gain access to critical mineral deposits in Brazil.
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China implements strict AI chatbot regulations, prompting Alibaba and ByteDance to shut down companion features
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Japan Q3 Tankan Large Manufacturing Index 24, expected 25, previous 22, below expectations
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Independent analyst MBI stated he liquidated his Airbnb holdings after experiencing Meta AI, believing AI will disrupt the business model of internet platforms.
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Cramer says 'frozen' conditions are holding back stocks, cites high mortgage rates and slow IPO activity
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