NVDA NVIDIA Corporation
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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...
🟢 NVIDIA is trading 3% up today on reports of an AI data center cooling partnership with Mitsubishi Heavy
NVIDIA is trading 3% up today at $209.65 as investors react to reports of a potential AI data center cooling and energy-management partnership with Mitsubishi...
NVIDIA Eyes Mitsubishi Heavy Partnership, Targeting AI Data Center Heat
NVIDIA is reportedly in talks with Mitsubishi Heavy Industries to develop advanced cooling and energy management systems for next-generation AI data centers....
Nvidia Shares Reach Session High Following H200 Chip Shipments to China
U.S. officials confirmed that Nvidia has commenced shipping its H200 artificial intelligence chips to the Chinese market. This move marks the initial...
Kalshi launches AI compute markets, hedging volatile Nvidia GPU rental costs
Kalshi launched a forward curve tool to track and trade AI computing power prices. The federally regulated exchange enables investors to bet on future rental...
Nvidia halves Asian AI chip buyers, blocking illegal China diversions
Nvidia reduced authorized AI chip customers in Singapore, Malaysia, and Japan by more than half. The company established a new white list of approved buyers...
🔴 NVIDIA is trading 3% down today as investors rotate out of AI names amid a broader chip selloff
NVIDIA is trading 3% down now at $204.57 as investors rotate out of high-valuation AI and semiconductor names to take profits after a strong recent run. • The...
Nvidia's French Antitrust Probe Nears Conclusion
France's competition authority, the Autorité de la concurrence, announced its investigation into Nvidia is nearing its end. The probe began with a raid on...
Major Semiconductor Firms Forecast Record $430 Billion in Combined Free Cash Flow
Nvidia, Micron, Broadcom, and Applied Materials are projected to reach a combined free cash flow of $430 billion over the coming 12-month period. This figure...
NVIDIA Supplier King Yuan Electronics Announces Plans for $1.4 Billion U.S. Facility
Taiwanese chip-testing company King Yuan Electronics (KYEC), a supplier to NVIDIA, announced on Friday its intention to invest up to $1.4 billion to establish...
🟢 NVIDIA up 3.1% today on strong AI demand, H200 China re-entry hopes, and new Vera CPU
• NVIDIA is trading 3.1% up at $209.16 as investors focus on its continued AI leadership. • Optimism is fueled by reports of potential H200 AI chip re-entry...
Gradium hits $100M seed funding, securing Nvidia backing for voice AI
Paris-based Gradium extended its seed funding to over $100 million. The company reached this milestone seven months after its launch. New investors including...
Nvidia Sheds $1 Trillion, Facing Rival AI Chips and Antitrust Scrutiny
Nvidia shares have declined approximately 16% since peaking on May 14. The selloff erased nearly $1 trillion in total market value. The company's forward...
🟢 NVDA is trading 3% up today on reports of Amazon’s $100M+ GPU demand for Alexa AI
NVDA is trading 3% up at $202.91 following reports that Amazon’s new Moonraker AI Alexa initiative could require over $100 million in GPUs by 2026. • The...
DeepSeek develops custom AI chips, targeting independence from Nvidia and Huawei
Chinese AI startup DeepSeek has begun early-stage development of its own artificial intelligence inference chips. The company aims to reduce its dependence on...
Nscale Secures $900M Credit Line, Fueling Global AI Data Center Expansion
UK-based Nscale Global Holdings secured a $900 million revolving credit facility. J.P. Morgan, Goldman Sachs, and Morgan Stanley led the lending...
Nvidia Delays Kyber AI System to 2028, Citing Manufacturing Issues
Nvidia’s next-generation Kyber NVL144 AI rack system is delayed until 2028, according to research firm SemiAnalysis. This represents a delay of over one year...
Biren Technology raises $892.5M, scaling GPU production to rival Nvidia
Chinese AI chipmaker Biren Technology is raising approximately HK$7 billion (US$892.5 million) by issuing 153 million new shares. The offering price of HK$46.2...
NVIDIA Taps Microsoft Veteran to Lead Global Sales as EVP Retires
NVIDIA announced the retirement of Ajay K. Puri. Puri served as Executive Vice President of Worldwide Field Operations for 21 years. He notified NVIDIA of his...
NVIDIA Partners with Nuclear Startup Valar Atomics on Water-Conserving Data Center
NVIDIA partners with nuclear power startup Valar Atomics to develop a small, nuclear-powered AI data center in Utah. The project aims to demonstrate advanced...