NVDA NVIDIA Corporation
Company Analysis
Latest News
Reflection AI Unveils 'Beam' Model to Compete with Chinese Open-Weight AI
Reflection AI, a U.S. startup backed by Nvidia, has released its first model, named Beam, positioning it as an American competitor to Chinese-led open-weight...
NVIDIA Faces Scrutiny as Pension Funds Reduce U.S. Exposure, Citing Valuations
NVIDIA’s market capitalization now exceeds the combined value of more than half of the S&P 500’s constituents. A Financial Times report on October 5 said major...
Groq Sued Over $14.7 Billion Nvidia Deal Alleged to Shortchange Shareholders
Former Groq engineers and shareholders have filed a lawsuit in Delaware against the AI chip startup, alleging its board structured a deal with Nvidia to...
Nvidia Could See Over $30B in Annual Revenue Upside From Cloud
Barclays analysts see more than $30 billion in annual upside to their Nvidia revenue forecasts. The potential upside applies to 2026 and 2027 and reflects...
Firmus to Allocate Half Its IPO to Existing Holders, as Demand Soars
Australian data center operator Firmus Grid Ltd. plans to allocate about half of its initial public offering shares to existing shareholders, including Nvidia...
Reflection AI to Launch Open-Weight Model This Month, Challenging Chinese Rivals
Nvidia-backed Reflection AI is preparing to launch its first powerful open-weight AI model this month, sources said. [1, 2] The company has reportedly received...
Nvidia Shares Reach Record High as Market Capitalization Hits $5.7 Trillion
Nvidia shares reached a new record high today, bringing the company's total market capitalization to $5.7 trillion. This valuation marks the highest level in...
Nvidia Faces Due-Diligence Scrutiny as Chips Are Smuggled Into China
U.S. officials are questioning whether Nvidia’s due diligence is missing red flags as more of its advanced AI chips are smuggled into China, bypassing strict...
Nvidia Lands Jacobs Deal for U.S. AI Data Center Digital Twin
Nvidia announced a three-year software-as-a-service agreement with engineering firm Jacobs to deploy its Omniverse-based digital twin platform at a large-scale...
Trump Rejects New Federal AI Rules, Citing China Competition
President Donald Trump said the U.S. cannot risk falling behind China and rejected the need for new federal regulations on artificial intelligence after a...
Anthropic Agrees to Pay SpaceX Up to $84.5B for AI Compute
Anthropic has agreed to pay SpaceX up to $84.5 billion through 2029 to use its Nvidia-based AI computing capacity, according to a confidential IPO prospectus....
Nvidia Explores Loan Insurance to Help AI Cloud Startups Buy Chips
Nvidia is in early-stage discussions with insurance companies about products that would protect lenders against defaults by smaller, AI-focused cloud...
Nvidia CEO Huang Draws Pope's Rebuke for Downplaying AI Risks
Pope Leo XIV publicly rebuked Nvidia CEO Jensen Huang for downplaying artificial intelligence risks. He said expert concerns should be taken seriously and are...
Nvidia CEO Calls AI Distillation Competition, Defying Treasury Chief's Theft Claim
Nvidia CEO Jensen Huang described AI model distillation as competition in a CNBC interview, challenging the U.S. government’s characterization of the practice....
🟢 NVIDIA is trading 3.34% up today after authorizing $150 billion more in buybacks
NVIDIA is trading at $232.58, up 3.34%, after its board authorized an additional $150 billion for share repurchases. - The additional authorization brings...
Nvidia Adds $150 Billion to Buyback, Lifting Total to $235 Billion
Nvidia’s board of directors increased the company’s share repurchase program by an additional $150 billion. The move brings the total authorized amount to $235...
Nvidia Launches Open-Source Platform to Contain Rogue AI Agents
Nvidia has launched the Open Agent Safety Platform, an open-source software suite and reference design intended to keep autonomous AI agents within their...
Nvidia and Apple Concentration in S&P 500 Hits All-Time High of 15%
The S&P 500 has reached a new milestone in market concentration as its two largest constituents, Nvidia and Apple, now represent a record 15% of the total...
Nscale Raises $3.36B in Convertible Notes Ahead of U.S. IPO
British AI neocloud firm Nscale has raised $3.36 billion in convertible note financing ahead of its planned U.S. initial public offering. Hedge fund Third...
NVIDIA Supplies xAI Expansion, Adding 1 Million GPUs to Colossus Supercomputer
Elon Musk’s xAI announced a major expansion of its Colossus 2 AI supercomputer. The facility aims to reach a total of 1 million NVIDIA (NVDA) GPUs. xAI will...