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Piper Sandler initiated NVIDIA with an Overweight rating and $300 target. CEO Jensen Huang reiterated expectations of 70% annual revenue growth, while higher projected pricing for future Vera Rubin s…
OpenAI signed an infrastructure agreement with Australia-based Firmus for data center capacity in Malaysia, which will feature Nvidia's upcoming Vera Rubin processors. While not a direct confirmed pu…
NVIDIA posted record $86 billion revenue (+106% YoY) and guided next-quarter revenue to approximately $108 billion. The company announced a $12.9 billion Hugging Face acquisition, massive GPU supply …
Nvidia CEO Jensen Huang revealed GPT-6 was trained on 100,000 Grace Blackwell systems, while South Korea committed 3.85 trillion won for upcoming Vera Rubin racks. Offsetting the strong frontier AI d…
Nvidia gears up for record earnings while expanding its ecosystem via multibillion-dollar investments in AI startups Perplexity and Poolside. Full production of Vera Rubin architecture highlights mas…
Nvidia AI server systems could see price hikes of over 15% next year due to rising memory costs and new architectures. While shares dipped briefly, the price increases highlight Nvidia's strong prici…