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
Investors treating Nvidia as a pure AI-training bet are missing a third of the company that Huang says compounds 30% to 40% a year on ordinary workloads like fraud detection.
$NVDA CEO Jensen Huang says classical computing, including fraud detection and recommendation systems, accounts for roughly a third of NVIDIA’s business and is growing 30 to 40% a year. https://t.co/5ULFu1RKVF
Bonds returned 14% over the decade, well short of the 39% rise in inflation, while Nvidia returned 13,127%. That gap explains why so many portfolios now lean hard on a handful of AI names.
Last 10 Years... NVIDIA $NVDA: +13,127% Bitcoin $BTC: +12,645% $AMD: +7,733% Tesla $TSLA: +2,607% Apple $AAPL: +1,177% Microsoft $MSFT: +938% Google $GOOGL: +755% Amazon $AMZN: +509% Meta $META: +460% S&P $SPY: +319% Gold $GLD: +220% US Inflation: +39% US Bonds $AGG: +14%
Tesla bulls dominated the boards today with 981 comments, the loudest single-stock chatter on the list, while Nvidia talk is souring fast even as it draws the most upvotes. Traders are also leaning bearish on the S&P 500 tracker, a tell worth watching.
Source: RedditNvidia now sells silicon inside Windows laptops from ASUS, Dell, HP, Lenovo, Microsoft and MSI, starting at $2,599 and shipping globally today. That puts a Grace CPU plus Blackwell RTX superchip into the consumer PC socket Intel, AMD and Qualcomm have owned, opening a revenue line beyond data center GPUs.
Mercedes-Benz is locking in Hyperion compute, the Alpamayo driving stack and Halos safety software across its MB.OS vehicles, with Level 4 robolimousines named as a target. It is the second automaker partnership expansion in two days after Volvo, and the chips extend into Mercedes' MO360 production network and engineering simulation too.
Cramer is pulling money toward consumer staples, retailers and oils while the data center complex cracks, and he is framing Schwab's selloff on AI-agent worries as a repeat of the 2023 banking scare that proved a buying opportunity. For anyone concentrated in AI hardware, the Oracle half-sell is the clearest sell discipline he offered all episode.
Volvo is committing its next-generation electric cars to the full NVIDIA automotive stack: Hyperion sensor and compute, Halos OS and Alpamayo driving software, debuting in a next-gen model tied to Volvo's largest-ever product push. That turns a 2017 collaboration into a multi-product design win in a carmaker that sold over 710,000 vehicles in 2025, widening the automotive revenue line beyond data center.
Photoshop, Premiere and Substance 3D are now tuned for the RTX Spark superchip launching Oct. 16, with up to 2x faster AI processing, putting Nvidia silicon inside the daily workflow of Adobe's creative base. Nvidia is also adopting Adobe's Brand Concierge, optimized on its own Nemotron open models, to run conversations on NVIDIA.com, with more due at Adobe MAX, Nov. 10-12.
Nvidia's stake in CoreWeave is now a question analysts expect Jensen Huang to answer on the record, and the answer sets the tone for how much of the data center buildout is circular financing.
Should Jensen Huang should address Nvidia’s exposure to $CRWV? Tal Liani weighs in, saying Huang will eventually offer “comforting comments” defending demand, just like everyone else with a stake in the data center buildout. “It’s just a question of time," Liani says. https://t.co/CX6fTyMZjP
Nvidia is spending $2 billion to buy itself customers in Europe just as Brussels pushes AI sovereignty, turning French startups into locked-in demand for its chips.
BREAKING: Nvidia has announced $2B in Europe deals, including funding for French startups Doctolib, Genesis AI, Pigment, and Entalpic.
CoreWeave's GPU empire carries a $104 billion backlog and a debt load that turns every NVIDIA headline into a margin call on its equity. Find out what has to happen before this…
NVIDIA keeps beating earnings forecasts while its stock barely moves, and the reason why reveals a financing arrangement even management admits looks circular. The next two quarters will determine whether the AI…
Alex Sirois CoreWeave's stumble has put a spotlight on how Nvidia and AMD are bankrolling the AI chip boom, and the two approaches carry very different kinds of danger lurking beneath blockbuster revenue numbers.
Thirty-nine years after a single October Monday vaporized trillions and paralyzed markets worldwide, analysts are drawing uncomfortable parallels between 1987 and today's AI-fueled rally, and the math behind a repeat scenario is…
Billions of dollars flow into a Nasdaq-100 fund every week, yet a nearly identical fund from the same company quietly charges less for the exact same stocks. The fee gap looks small…
CoreWeave's three co-founders have cashed out billions since the IPO while telling analysts their conviction in the company has never been stronger, and now the stock sits near its lowest point ever…
Semiconductor stocks just logged their longest losing streak in nearly two decades, and the cause this time has nothing to do with a credit crisis. What is actually driving the selloff puts…
Martin Shkreli just named three private startups he believes could threaten Nvidia's dominance in AI chips, and his reasoning involves a technology that computes at the speed of light. The catch is…
Apple's first foldable phone sold out before most people finished their morning coffee, and the backlog stretching into late January could quietly reshape two consecutive earnings reports in ways investors may not…
Taiwan just announced plans to criminalize AI chip shipments to China, and the legal gap still open is the only thing standing between three major semiconductor companies and a tighter regulatory net.
Any retiree living off a portfolio usually weighs today’s income against tomorrow’s growth. In many instances, there are two widely held income ETFs, the Schwab US Dividend Equity ETF (NYSEARCA:SCHD) and the…
Bank of America just invoked the ghost of the 1990s fiber optic collapse to explain why AI's biggest winners could still leave investors with nothing, even if the technology reshapes the world…
Tech stocks shed over a trillion dollars in a single session while oil and Treasury yields climbed, yet Nvidia's CEO stood in Berlin projecting calm certainty about AI's future. Whether his confidence…
A blunt warning about AI funding from one of the chip industry’s most prominent executives is hitting custom AI chip stocks harder than the wider semiconductor group. Broadcom (NASDAQ:AVGO | AVGO Price…
Confidential documents reveal that two of the world's most valuable tech companies quietly wrote identical checks to fund a new White House ballroom, and neither one sent out a press release. The…
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 $258.42, rated Buy. The Wall Street consensus target is $328.72. NVDA price prediction →
