NVDA NVIDIA Corporation
Company Analysis
Latest News
NVIDIA invests $10B in dark fiber, bypassing major cloud rivals
NVIDIA is reportedly investing between $5 billion and $10 billion to acquire extensive dark fiber assets across the United States. This infrastructure consists...
Nvidia strikes $1.5B Amkor deal for US packaging, sending shares up 17%
Nvidia entered a $1.5 billion strategic partnership with Amkor Technology. This multi-year agreement expands advanced semiconductor packaging and testing...
AI Chip Startup Etched Hits $10.3B Valuation With $300M Series C
AI inference chip startup Etched has raised $300 million in a Series C funding round, boosting its valuation to $10.3 billion. The round was led by Sequoia,...
Wistron Opens Texas Factory for NVIDIA Blackwell Chips, Shares Hit Limit
Wistron opened its first U.S. manufacturing facility in Fort Worth, Texas, on July 22, 2026. The new plant covers 324,000 square feet. This facility represents...
SpaceXAI plans massive Texas data center, aiming to rival OpenAI
Elon Musk’s SpaceXAI (formerly xAI) plans to build at least one large-scale data center in Texas. The facility will expand the company’s computing capacity...
NVIDIA Reportedly Delays RTX 50 Super Series Launch Amid Soaring Memory Costs
NVIDIA reportedly postponed the launch of its GeForce RTX 50 Super graphics card refresh. The postponement stems from the high cost of GDDR7 memory chips. The...
NVIDIA Releases AI Agent Toolkit to Build Virtual Worlds for Robot Testing
NVIDIA expanded its Agent Toolkit with new Omniverse libraries. These libraries empower AI agents to build physically accurate, simulation-ready 3D virtual...
Z.ai builds 1GW data center with domestic chips, bypassing US export curbs
Z.ai completed a 1-gigawatt data center powered exclusively by Chinese-made chips. The facility has begun partial operations to train the company's proprietary...
Bristol Myers Squibb buys NVIDIA AI systems, targeting faster drug discovery
Bristol Myers Squibb (BMS) is purchasing NVIDIA’s next-generation DGX Vera Rubin systems to build the life sciences industry’s most powerful AI supercomputer....
CuspAI Secures Nearly $500M in Funding, Launches Materials Discovery Coalition with NVIDIA and Meta
Cambridge-based CuspAI has raised nearly half a billion dollars in a new funding round led by venture capital firms Kleiner Perkins and NEA. The financing,...
Momentum Stock Volatility Hits Record Four Times S&P 500 Levels
The three-week volatility measurement for momentum-driven equities has surged to a record 4.0 times the volatility of the S&P 500 index. This historic gap...
Moonshot Debuts Kimi K3, Sending Chip Stocks Into Bear Market
Alibaba-backed Moonshot unveiled Kimi K3, the world’s largest open-weight AI model. The new system features 2.8 trillion parameters. Its performance reportedly...
Valar Atomics eyes $1B at $5B valuation following Nvidia AI partnership
Valar Atomics is in negotiations to raise $1 billion in a new funding round. The investment would value the small nuclear reactor startup at approximately $5...
🔴 NVIDIA is trading 3.5% down today as TSMC capex hike sparks AI cost concerns
NVIDIA is trading 3.5% down at $199.81 amid a broad semiconductor pullback and mounting concerns over AI valuations. • TSMC’s increased capital spending...
🔴 NVIDIA is trading 3.3% down today amid a broad semiconductor sell-off
NVIDIA is trading 3.3% down at $200.50 in pre-market, extending a recent pullback in AI chip names as sector-wide sentiment cools. • Semiconductor stocks are...
🔴 NVIDIA is trading 3.01% down today on AI infrastructure concerns and a broader chip selloff
NVIDIA is trading 3.01% down at $206.10 as semiconductor stocks sell off and the broader chip sector faces downward pressure. • Sentiment is being weighed...
Fireworks hits $17.5B valuation, fueled by shift to specialized AI models
Fireworks raised $1.5 billion in a Series D funding round. The investment brings the company's valuation to $17.5 billion. Atreides Management, Index Ventures,...
Nvidia debuts Cosmos 3 Edge, targeting Japan's industrial robotics market
Nvidia unveiled Cosmos 3 Edge, a new AI world model for robots and vision agents. The 4-billion-parameter model enables machines to perceive and navigate...
Nvidia Denies Vera Rubin Delays, Confirms Next-Gen AI Chips In Production
Nvidia CEO Jensen Huang confirmed on July 15 that the Vera Rubin AI accelerator platform is currently in production. Speaking at an event in Tokyo, Huang...
Nvidia delays Rubin AI platform rollout, KeyBanc raises price target
Nvidia delayed the mass rollout of its next-generation Vera Rubin AI platform. KeyBanc Capital Markets analysts reported the shift following supply chain...