NVIDIA US Stocks
NVIDIA News
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NVIDIA disclosed a surge in AI demand: total supply commitments soared by 135% to $279 billion, with Anthropic having signed for over $180 billion in hashrate.
NVIDIA's latest disclosed data indicates a continuous expansion in AI infrastructure demand. Notably, AI startup Anthropic has cumulatively contracted 2.6 GW of AI infrastructure hashrate, with delive
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NVIDIA rose 3.03% intraday, now trading at $231.900.
NVIDIA rose 3.03% intraday, now trading at $231.900.
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Nvidia's board authorized a $150 billion increase to its share repurchase program, bringing the total authorization to $235 billion, expected to be executed through fiscal 2028.
Nvidia's board authorized a $150 billion increase to its share repurchase program, bringing the total authorization to $235 billion, expected to be executed through fiscal 2028.
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Nvidia releases Open Agent Safety Platform to prevent AI agents from misbehaving, citing OpenAI's HuggingFace incident
Nvidia announced on Monday the launch of its new software platform, Open Agent Safety Platform, designed to help AI developers set safeguards for agents and prevent them from escaping containment. The
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Chinese Stocks Hit One-Year Low as Chip, Optical Firms Slide
Chinese shares touched a one-year low, led by a selloff in technology firms after a report that authorities may allow purchases of Nvidia Corp.’s new chips and proposed US sanctions on foreign optical
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LG Electronics named Nvidia partner for AI data center cooling
LG Electronics has joined Nvidia’s official partner network (NPN) as a preferred partner in the power and cooling category, deepening its ties with the US chip giant as the Korean company expands into
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British AI neocloud Nscale secures $3.36B in convertible financing ahead of U.S. IPO
The funding, from investors including hedge fund Third Point and Nvidia, will fuel the company's massive AI data center buildout. Nscale, which was spun out of Australian cryptocurrency mining company
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Ricursive Intelligence co-founder to discuss how AI designs its own hardware at TechCrunch Disrupt 2026
Anna Goldie and Azalia Mirhoseini, co-founders of Ricursive Intelligence, will discuss the closed loop between AI and chip development at TechCrunch Disrupt 2026, held in San Francisco from October 13
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Musk Discloses xAI's Hashrate Expansion Plan: Colossus 2 Cluster's NVIDIA Chips May Double to 1.21 Million by Year-End
Elon Musk's artificial intelligence company, xAI, is accelerating its expansion of AI computing power. On September 25, he stated on the social platform X that its AI computing cluster, Colossus 2, ha
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NVIDIA is collaborating with companies across the supply chain to advance glass substrate technology, aiming to address AI chip packaging limitations and expand HBM integration.
NVIDIA is collaborating with companies across the industry chain to advance the implementation of glass substrate technology, addressing the increasing physical limitations in AI chip packaging relate
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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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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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NVIDIA GB200 Mass Production and AI Compute Power Flow: Power Shortage Becomes Key to 2026 Industry Landscape
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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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