NVIDIA US Stocks
NVIDIA News
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NVIDIA commits $1 billion to advance US science over the next five years
NVIDIA commits $1 billion to advance US science over the next five years
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AI chip shipment forecasts face challenges due to data center power shortages and construction delays, analysis suggests.
According to Bloomberg columnist Chris Bryant, the AI infrastructure investment boom is facing a supply-demand mismatch crisis. Morgan Stanley analysts warn that data center construction is severely l
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DA Davidson significantly raised Micron's price target to $3,000, the highest on Wall Street.
Investment bank DA Davidson significantly raised its price target for Micron Technology from $2,100 to $3,000 after the company reported record-breaking results, making it the highest expectation on W
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SpaceX's $40 billion AI chip financing plan sparks market concern, CDS spreads surge to all-time high
SpaceX's plan to raise $40 billion to purchase NVIDIA chips has sparked market concerns, with its five-year credit default swap (CDS) spread rising to a record high of 194 basis points on Wednesday. T
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TSMC September sales hit record NT$511.86 billion ($16.03 billion), up 54.6% YoY, driven by AI chip demand
Taiwan Semiconductor Manufacturing Co. (TSMC) reported record revenue of NT$511.86 billion ($16.03 billion) for September, marking a 54.6% increase year-over-year. This growth extends the company's st
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Musk reposted a tweet from NVIDIA CEO Jensen Huang, who reflected on a four-year collaboration with Microsoft in AI and GPU, and looked forward to "reinventing Windows for the age of personal AI."
NVIDIA CEO Jensen Huang thanked Microsoft CEO Satya Nadella in a tweet, reflecting on the two companies' four-year collaboration across Windows, DirectX, CUDA, Azure GPU supercomputing, and OpenAI GPT
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Citigroup raises AMD's target price to $800, expecting AI agents like Meta Muse to drive the CPU market to $300 billion.
In its latest research report published on October 6, Citi noted that personal AI agents like Meta Muse are pushing the expected computing hardware market to new highs. The bank projects that the tota
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Naver seeks $10B financing for AI data center expansion
South Korean tech giant Naver is seeking up to $10 billion in financing for the expansion of its Gak Sejong AI factory, which aims to become one of the country's largest AI data centers. The project i
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NVIDIA is reportedly in discussions to invest an additional $1 billion in humanoid robot company Figure, and plans to invest approximately $3 billion in Perplexity.
NVIDIA's next phase of investment will focus on humanoid robots, autonomous driving technology, and AI models that can run on local devices, according to a report by tech media outlet The Information
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Citadel Research: Microsoft, NVIDIA, Apple, and Meta — Four Giants Drive S&P 500 Gains, Market Concentration Extreme
According to Citadel Securities research data, in the third quarter, Microsoft, NVIDIA, Apple, and Meta collectively contributed approximately 300 points to the S&P 500 index's gain, more than three t
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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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CoinDesk Analysis: Bitcoin's 90-day realized volatility has fallen to 38%, comparable to NVIDIA (37%), but still 8 times that of EUR/USD (4.6%).
CoinDesk Analysis: Bitcoin's 90-day realized volatility has fallen to 38%, comparable to NVIDIA (37%), but still 8 times that of EUR/USD (4.6%).
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Nvidia CEO Huang visits Kazakhstan for the first time, highlighting its AI hub potential; Nvidia to invest in Firebird's 2-gigawatt AI infrastructure expansion
Nvidia CEO Jensen Huang made his first visit to Kazakhstan on Friday, stating the country could become a major AI computing hub for Europe due to its energy resources and data center expansion plans.
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NVIDIA is down 4.73% from its previous close, now trading at $211.460.
NVIDIA is down 4.73% from its previous close, now trading at $211.460.
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Tesla and NVIDIA Invest KRW 3.7 Trillion in Samsung Electro-Mechanics, Securing AI Chip Substrate Production Capacity
According to a report by South Korean newspaper Maeil Business Newspaper on October 22, citing industry sources, Tesla and NVIDIA have jointly pledged to invest approximately 3.7 trillion Korean Won i
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Decrypt Analysis: AI GPU cloud service provider Neoclouds faces pressure as Gartner predicts over 80% of providers may cease independent operations before 2030.
Decrypt published an analysis stating that Neoclouds, which provide GPU hashrate for the AI boom, are facing immense pressure. Gartner predicted on October 14, 2026, that over 80% of Neocloud provider
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NVIDIA Launches Minerva Platform for End-to-End Observability in AI Factories
NVIDIA today launched the Minerva platform, an AIOps platform designed to help teams detect issues earlier and maintain the productivity of AI factories. The platform integrates telemetry data from in
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NVIDIA is down 3.01% from its previous close, now trading at $215.296.
NVIDIA is down 3.01% from its previous close, now trading at $215.296.
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NVIDIA CEO Jensen Huang: Does not believe there will be a memory oversupply in 2029, as "demand is insatiable."
NVIDIA CEO Jensen Huang said in a CNBC interview on Thursday that despite memory stocks falling over the past week due to concerns about oversupply and weak demand, he does not foresee a memory oversu
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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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