Headquartered in Santa Clara, CA Fiscal year ends January NASDAQ: NVDA nvidia.com
NVIDIA Corporation designs and sells accelerated computing platforms spanning processors, interconnects, software, algorithms, systems, and services. The company operates through two reportable segments: Compute & Networking, and Graphics. Its Data Center platform serves hyperscale cloud providers, AI cloud operators, enterprises, sovereign governments, and research institutions with GPU-accelerated infrastructure for AI training, inference, and high-performance computing. Key product architectures include Blackwell Ultra and the newly ramping Vera Rubin platform. The Edge Computing segment encompasses GeForce GPUs for gaming and PCs, RTX-based professional visualization products, autonomous vehicle platforms (DRIVE Hyperion), and robotics solutions (Isaac). NVIDIA's CUDA software ecosystem and extensive library of AI frameworks underpin its hardware platforms. The company generates revenue through direct sales and partnerships with cloud service providers including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure, and Nebius, and is expanding into AI infrastructure financing through arrangements with major financial institutions. Updated
Nvidia owns the room with 573 comments, but traders can't agree on direction, and the same split hangs over Tesla. GameStop is drawing nearly as much talk with the mood souring fastest, while QQQ chatter heats up.
Source: RedditCustom HBM base dies moving to a 3nm logic node means TSMC captures content inside every memory stack Nvidia buys, and Samsung's internal foundry review is the swing factor for who makes it.
Samsung will reportedly use TSMC’s $TSM 3nm node for base dies for Nvidia’s $NVDA next-gen custom NVHBM chips, though Samsung is also said to be evaluating if its internal foundry could handle manufacturing. $MU
NVDAsouring fast
Moderna is pulling more chatter than the rest of the board combined, and the mood there is bearish even as its pipeline headlines pile up. Nvidia is souring fast, while traders stay split on Meta and Alphabet and keep leaning bullish on the broad index.
Source: RedditTesla leads the board with 785 comments, though the crowd is split and souring after earnings. AST SpaceMobile is gaining traction, with Intel and Nvidia also drawing bullish talk.
Source: RedditAnother humanoid maker builds on Nvidia silicon, with up to 2,000 units targeted for 2027, turning physical AI from demo reels into order books.
AGILE ROBOTS UNVEILS NVIDIA-POWERED HUMANOID, TARGETS UP TO 2,000 ROBOTS IN 2027 Germany's 🇩🇪 Agile Robots unveiled Agile ONE SN at $NVDA's GTC Berlin, a new humanoid robot built for AI research and development. CEO Zhaopeng Chen told Reuters the company plans to produce https://t.co/nbKAQ6wlK6
A 960,000-GPU target puts a hard number on Vera Rubin demand before the chip generation even ships broadly, with A5X instances generally available next month and Europe next in line.
GOOGLE CLOUD & NVIDIA PLAN TO SCALE VERA RUBIN INFRASTRUCTURE TO UP TO 960,000 GPUS Google Cloud announced that its new A5X instances, powered by NVIDIA Vera Rubin NVL72 systems, will become generally available next month, with plans to expand availability to Europe. The new https://t.co/iXI9T62epX
Huang is positioning Nvidia as the security layer for agentic AI with the OpenShell Reference Architecture unveiled at GTC Berlin. That is the next software attach point on top of the hardware installed base.
"You should first start with zero trust" when using an autonomous agent, says Jensen Huang. Nvidia revealed its OpenShell Reference Architecture at its GTC Berlin event. The Nvidia CEO sat down with @dee_bosa. "The way to think about safety is we have to accelerate AI safety," https://t.co/8Qww2hGNIn
Telecom carriers become a new GPU buyer class here: Nokia's radio software now rides on Supermicro boxes built around NVIDIA's Aerial RAN Computer, with the edge ARC-Pro node delivering up to 1.6 PFLOPS of FP4 inference at the cell site. The ARC MGX servers are generally available now, with the 2U ARC-Pro hitting general availability in the first half of 2027.
The Vera Rubin DSX reference design and Omniverse blueprint are becoming the template others build power and cooling around, pulling NVIDIA's footprint upstream into data center design itself. Polar's 41 MW first phase at Herøya, Norway, scalable to 100 MW, is the live proof point, with deployment modeled to shrink from roughly 120 days to 48. Faster buildouts mean chips start earning sooner.
A Wall Street upgrade built on a shortage of server central processing unit (CPU) capacity has pushed Intel (NASDAQ:INTC | INTC Price Prediction) to the front of the chip group. Intel stock…
Bittensor (CRYPTO:TAO) and NEAR Protocol (CRYPTO:NEAR) have experienced significant drops in price over the past two weeks, with declines of up to 19%. In contrast, Bitcoin (CRYPTO:BTC) saw a smaller drop of…
Neocloud stocks drew attention Monday after Elon Musk said more than 200 of them face “guppy-level death and consolidation,” according to CNBC. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) traded at $158.73…
Micron just posted revenue growth that left Wall Street analysts scrambling to revise their targets upward, but the real story is what five years of AI memory dominance could do to a…
Bitcoin (CRYPTO:BTC) fell below $80,000 today, driven by investor anxiety about AI spending. The top cryptocurrency slipped as much as 1.4%, hitting under $79,300, and was trading at $79,859 in early New…
There are a couple of ways to look at it, but the picture is about the same. MarketBeat shows that 54 of the 55 analysts who cover Nvidia (NASDAQ: NVDA | NVDA…
NVIDIA just posted triple-digit revenue growth and Wall Street keeps raising its price targets, yet the stock is drifting lower. One upcoming catalyst could change that trajectory in a dramatic way.
Vandita Jadeja Wall Street has spent much of 2026 betting that artificial intelligence will keep driving stocks higher. Hedge funds have joined the stampede, pouring money into technology companies expected to profit from the…
AMD has surged 156% this year while NVIDIA still dwarfs it on margins and data center scale, and the distance between those two realities is exactly what will determine whether AMD stock…
SMH has handed long-term holders a staggering price run, yet the fund's annual payout tells a quietly unsettling story that most investors overlook when the share price keeps climbing.
Elon Musk says debt markets have nearly shut off funding for AI data centers and predicts a wave of half-built facilities with nowhere to go. Whether that warning reflects reality or just…
Arista Networks keeps stealing AI infrastructure deals away from Nvidia's proprietary grip, and the case for owning the open Ethernet alternative gets stronger every time the stock pulls back.
Elon Musk just predicted mass death for GPU rental companies, and CoreWeave's cratering stock price and distressed bond market suggest lenders may already agree with him.
Corning (NYSE:GLW | GLW Price Prediction) reports third-quarter results before the open on Tuesday, Oct. 27. The stock is down 19.93% over the past month. This report needs to show that AI…
One Number: 337 Stocks Rose and the Index Still Fell On Thursday, October 22, 2026, 337 S&P 500 stocks finished higher. Only 159 declined and 1 was unchanged across 497 tracked constituents.…
NVIDIA Corporation designs and sells accelerated computing platforms spanning processors, interconnects, software, algorithms, systems, and services. The company operates through two reportable segments: Compute & Networking, and Graphics.
24/7 Wall St.'s 12-month price target for NVDA is $259.77, rated Buy. The Wall Street consensus target is $328.95. NVDA price prediction →
