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Chip equipment makers and semiconductor stocks tumbled after leading AI lab CEOs advocated for slowing the pace of frontier model development. The remarks sparked market fears over the durability of …
NVIDIA posted blowout quarterly revenue growth of 106% year-over-year to $96.2 billion, driven by 117% data center growth, and raised next-quarter guidance to $108 billion. Analysts highlight its str…
Nvidia slipped below its 20-day moving average after reports emerged that the U.S. DOJ is intensifying antitrust scrutiny over its deal with AI startup Groq. Heightened regulatory headwinds introduce…
Nvidia's robust fiscal results and upbeat guidance validate CEO Jensen Huang's bullish stance on AI infrastructure. Fiscal Q2 revenue surged 106% to $96.2 billion, with Q3 guided to $108 billion. Des…
NVIDIA CEO Jensen Huang reiterated massive AI infrastructure demand at Goldman Sachs' conference, forecasting $3 trillion to $4 trillion in spending by 2030. Huang expressed confidence in 70% year-ov…
Nvidia CEO Jensen Huang projected a 70% revenue surge for fiscal 2027, citing persistent AI compute demand exceeding supply. Speaking at a Goldman Sachs conference, Huang highlighted cybersecurity as…
Piper Sandler initiated coverage on Nvidia with a Buy rating and a $300 price target, citing its 80% market share in AI compute, multi-year supply shortages, and an attractive valuation relative to i…
Nvidia and Palantir announced a partnership combining Palantir's software with Nvidia's Nemotron open models to build supply chain AI. Nvidia plans to deploy the technology across its own operations …
Nvidia director Mark Stevens sold $646.5 million worth of shares, putting short-term pressure on the stock. Meanwhile, Nvidia is aggressively securing AI chip testing capacity, tightening supply for …
NVIDIA CEO Jensen Huang affirmed the strong value and liquidity of company hardware after reports showed H100 GPU rental prices jumped 22% to $3.28 per hour, reflecting continued robust market demand…
Economist Tyler Cowen argues Nvidia's aggressive investments and financing of AI infrastructure make the boom durable rather than a bubble. By acting as a key backer for its ecosystem, Nvidia helps b…
Nvidia's $12.93 billion acquisition of open-source AI platform Hugging Face won wide industry praise, including from Michael Burry and big tech CEOs. Analysts view the move as a strategic hedge again…
Nvidia CEO Jensen Huang highlighted the strategic importance of open-source AI models alongside closed systems following Hugging Face security discussions, reinforcing Nvidia's expanding AI ecosystem…
NVIDIA faces near-term gross margin pressure from rising memory costs, but massive Blackwell demand and pricing power should sustain margins above 70%. With revenue up 106% year-over-year and upward …
Nvidia outperformed rival Broadcom following earnings, driven by strong near-term guidance, a more attractive valuation multiple, and strategic diversification into AI startups and open-source models…
NVIDIA and Equinix expanded their partnership to launch the Equinix Inference Exchange, targeting enterprise AI inference deployments across global data centers. While strengthening NVIDIA's computin…
Nvidia is reportedly in advanced talks to acquire AI platform Hugging Face for up to $14 billion. The acquisition would expand Nvidia's reach up the AI stack, giving it control over critical software…
Nvidia reported stellar Q2 revenue of $96.2 billion, up 106% year-over-year, alongside $59.7 billion in net income. While keeping its quarterly dividend flat at $0.25 to prioritize share buybacks and…
Nvidia delivered stellar fiscal Q2 earnings with revenue surging 106% YoY to $96.2 billion. Management provided blockbuster full-year guidance of 70% growth next fiscal year, far outpacing Wall Stree…
Nvidia is reportedly in advanced talks to acquire open-source AI platform Hugging Face in a $14 billion deal. The transaction includes $12.9 billion for the acquisition plus a $1 billion employee ret…