NVDA NVIDIA Corporation
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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...
Duan Yongping's H&H Slashes NVIDIA Stake by Over 54%
H&H International Investment, the firm of prominent investor Duan Yongping, significantly reduced its position in NVIDIA (NVDA) during the second quarter of...
AI Chip Startup Etched Raises $700M at $21B Valuation Led by Customer Jane Street
AI inference chip startup Etched has raised $700 million in a new funding round led by quantitative trading firm Jane Street, which is also a customer. The new...
NVIDIA Guarantees OpenAI Lease up to $105B for Ohio AI Data Center Partnership
NVIDIA announced a multi-year partnership with SB Energy to develop the PORTS Technology Campus, a large-scale AI data center in Ohio. As part of the...
Nvidia Backs OpenAI Ohio Data Center With 105 Billion Dollar Credit Facility
Nvidia has reached an agreement to provide financial backing exceeding $100 billion for a major new OpenAI data center located in Ohio. According to reporting...
Nvidia leads $250B chipmaker investment surge, targeting AI and robotics
Semiconductor companies have participated in startup funding rounds valued at over $250 billion in 2026. These strategic investments focus heavily on the...
TSMC ramps chip production, fueling NVIDIA's next-gen Feynman AI platform
NVIDIA is accelerating the development of its next-generation Feynman AI platform. Key supplier TSMC is significantly increasing its advanced packaging...
NVIDIA Taps Larsen & Toubro for India AI Factory, Expanding Global Footprint
NVIDIA selected Indian conglomerate Larsen & Toubro to construct a new AI factory. This project expands NVIDIA’s global infrastructure footprint alongside...
Nvidia forecasts A100 GPU longevity through 2029, boosting AI investment returns
Nvidia CEO Jensen Huang announced on August 13 that A100 GPUs will remain economically viable through 2029. These chips first launched in 2020. This...
🟢 NVIDIA is trading 3.15% up today after announcing over $500 billion AI financing alliance
NVIDIA is trading 3.15% up at $224.36 after announcing a partnership with six major financial institutions to mobilize more than $500 billion for AI...