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Nvidia CEO Jensen Huang projected sustained AI demand, forecasting roughly 70% revenue growth in 2027. He unveiled pricing details for the upcoming Vera Rubin platform at approximately $40,000 and hi…
Dell reported blowout quarterly earnings driven by a record $95 billion AI server backlog. Dell became the first to deploy rack systems on NVIDIA's Vera Rubin architecture, validating sustained aggre…
Nvidia posted stellar quarterly results with revenue soaring 106% to $96 billion, driven by surging data center demand. Management projects strong long-term growth supported by its next-generation Ve…
Nvidia delivered another blockbuster quarter with revenue surging 106% year-over-year to $96.2 billion. Strong demand across diverse sectors, an attractive PEG ratio of 0.6, and the upcoming Vera Rub…
TrendForce projects Nvidia's AI rack-scale systems will generate over $710 billion by 2027, driven by soaring demand for powerful AI infrastructure. Shipments of advanced racks like GB300 and Vera Ru…
Cisco expanded its AI infrastructure partnership with Nvidia and Supermicro, introducing advanced liquid cooling architectures to support Nvidia's next-generation Vera Rubin platforms. This milestone…
Nvidia approaches its Q2 earnings with projected 96% revenue growth and compressed valuation multiples near 24X forward earnings. Key investor focus areas include the Vera Rubin architecture rollout,…
SpaceXAI selected Nvidia's Vera Rubin platform and Vera CPUs to expand its AI computing infrastructure toward gigawatt-scale capacity, powering next-generation agentic applications and future orbital…
Nvidia unveiled new Vera Rubin AI infrastructure deployments with SpaceXAI ahead of Q2 earnings. Despite a slight market dip, analysts remain bullish, citing 15-to-1 chip demand, upcoming 15% price i…
NVIDIA announced that its Groq 3 LPX AI inference accelerator is now in full production. Extending the Vera Rubin platform, it delivers record-breaking token generation speeds for agentic AI workload…
GF Securities raised Nvidia's price target to $345 with a Buy rating, citing surging cloud provider demand for its upcoming Vera Rubin AI platform. Sustained high gross margins, CUDA software lock-in…
SpaceX commits exclusively to Nvidia's Vera Rubin platform for AI computing, joining Safe Superintelligence and other major AI players. Analysts remain overwhelmingly bullish on NVDA with strong reve…
Rising memory prices and HBM supply constraints are forcing Nvidia to redesign its Vera Rubin platform, cutting rack memory capacity. Despite near-term headwinds, analysts remain bullish with Strong …
Nvidia invests in Ilya Sutskever's Safe Superintelligence, expanding compute access via Vera Rubin platform. Deal reinforces Nvidia's dominance across frontier AI labs, supporting strong revenue grow…
Nvidia is reportedly investing $5 billion in Safe Superintelligence (SSI), a pre-product AI startup valued at $32 billion, securing hardware partnerships to scale future AI research.
Options market prices NVIDIA with extreme two-sided volatility, implying a range between $135-$307 in a year. Elevated implied volatility reflects execution risk around Vera Rubin ramp despite strong…
Nvidia and Google are fast-tracking the adoption of an 800V DC power architecture, aiming for Q3 2026 shipments. The technology will first deploy on Nvidia's Vera Rubin platform and Google's next-gen…
Nvidia has partnered with Fluence Energy and Siemens to integrate battery storage systems into its Vera Rubin AI factory architecture. This collaboration enhances power reliability for data centers, …
Nvidia CEO Jensen Huang is set to headline the Computex trade show in Taiwan. He is expected to discuss the new Vera Rubin AI platform and strategic investments in Taiwan to solidify Nvidia's dominan…
Mizuho Securities increased price targets for several semiconductor firms, citing surging demand for agentic AI. Analysts specifically highlighted Nvidia's Vera Rubin platform as a key catalyst that …