NVDA NVIDIA Corporation
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AM Intelligence orders 9,000 Nvidia Rubin GPUs, starting $8 billion expansion
AM Intelligence placed a binding order for 9,000 next-generation Nvidia Rubin GPUs. The company will deploy the chips within Vera Rubin NVL72 rack-scale...
Skild AI Unveils 'Skild Brain,' a General-Purpose AI Model for Robotics
Skild AI has introduced its robotics foundation model, the 'Skild Brain,' designed as a single, general-purpose intelligence to operate a wide variety of...
Perplexity launches local AI agent with Nvidia, eliminating cloud token fees
Perplexity launched Portable Computer, an AI agent platform that runs entirely on local hardware. Developed in partnership with Nvidia, the system eliminates...
OpenAI debuts Jalapeño chip, beating rivals in efficiency and speed
OpenAI released performance benchmarks for its first custom AI inference chip, Jalapeño. The company asserts the hardware surpasses all currently available...
NVIDIA Corporation Q3 2026 Earnings Preview: What Analysts Expect on August 26, 2026
NVIDIA is expected to report consensus revenue of $43.20 billion and EPS of 2.01, as the stock trades at $148.20 against an average analyst price target of...
NVIDIA Presents at The Six Five Summit Ahead of Highly Anticipated Earnings
NVIDIA Corporation will present at The Six Five Summit: AI Unleashed 2026 on August 25, 2026. The company will release its fiscal second-quarter 2027 earnings...
🔴 NVIDIA is trading 3.04% down today after investors reduced semiconductor exposure
NVIDIA is trading 3.04% down now at $208.19 after investors reduced semiconductor exposure ahead of the company’s August 26 earnings report. - SOXX is down...
Taiwan Indicts Nine, Including Nvidia and Super Micro Employees, for Illegal AI Server Exports to China
Taiwanese prosecutors have indicted nine individuals, including employees from Nvidia and Super Micro, for their alleged involvement in a scheme to illegally...
Nvidia eyes Perplexity investment, valuing AI search startup at $30 billion
Nvidia is negotiating a multi-billion dollar equity investment in AI search startup Perplexity. The deal could value Perplexity at more than $30...
Global AI Chip Power Demand Projected to Reach 315 Gigawatts by 2033
Global electricity consumption driven by artificial intelligence chips is forecast to reach approximately 315 gigawatts by 2033. This projected total...
Nvidia Hikes AI System Prices 15%, Driven by Surging Next-Gen Demand
Nvidia notified major customers of price increases exceeding 15% for its AI systems starting in early 2027. The price hikes target upcoming high-performance...
Nvidia invests in Cloverleaf, securing power for new AI factories
Nvidia made a minority investment in data center developer Cloverleaf Infrastructure. The partnership aims to accelerate the construction of AI...
NVIDIA earns Outperform at BMO, targeting $340 on sold-out AI demand
BMO Capital initiated coverage of NVIDIA (NVDA) on August 21, 2026. The firm assigned the semiconductor giant an Outperform rating. Analysts set a price target...
Steve Cohen's Point72 Drastically Cuts NVIDIA Stake by 94%
In a significant portfolio shift, Steve Cohen's Point72 Asset Management reduced its holding in NVIDIA (NVDA) by 94.23% during the second quarter of 2026....
Nvidia Eyes Deal With $2.3 Billion AI Chip Startup Rebellions
Nvidia Corp. is holding preliminary talks with South Korean AI chip startup Rebellions Inc. regarding a potential transaction. These early-stage discussions...
Brazil splits $444M AI investment between Nvidia and Huawei, seeking sovereignty
Brazil will invest approximately 2.3 billion reais ($444.2 million) to expand its national artificial intelligence ecosystem. The government is splitting...
Nvidia strikes $7B deal with Poolside, hiring 109 staff at $12B valuation
Nvidia entered a $6 billion non-exclusive licensing agreement for Poolside’s AI technology. The chipmaker also made a $1 billion equity investment in the...
Nvidia Matches GPU Owners With Nordic Data Centers, Solving AI Bottlenecks
Nvidia is connecting companies owning its graphics processing units (GPUs) with data center operators in the Nordic region. This matchmaking initiative helps...
Cerebras debuts CS-4 server, challenging Nvidia with 30x faster AI performance
Cerebras Systems announced the CS-4 server to accelerate AI chatbot queries and compete with Nvidia. The system integrates three massive, dinner-plate-sized...
Dan Loeb's Third Point Exits NVIDIA Position
Dan Loeb's Third Point sold its entire stake in NVIDIA during the second quarter of 2026, liquidating 190,000 shares. The position was valued at over $33...