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
The spend buys position: NVIDIA is a leading industry partner in the federal Genesis Mission and a collaborator on phase 2 awards in quantum computing, fusion, accelerator design and microelectronics. That follows its work building the Energy Department's largest research supercomputer at Argonne plus seven more systems across Argonne and Los Alamos, locking in government demand for years.
MUsouring fast
Adobe owns the room today with 579 comments, and the mood is bearish as retail traders argue AI tools are coming for its software moat. Micron is souring fast, while Nvidia stays the lone bullish name on the board.
Source: RedditAI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named exception. On the calls, he pushed Micron over Western Digital and ranked Vertiv right behind GE Vernova on infrastructure.
Kindig is putting a number on the AI buildout that anchors the capex debate: up to $6.5 trillion by 2030, with Nvidia and the four hyperscalers sitting on the receiving end of most of it.
Bain projects nearly 150GW of new data center capacity to be built out by 2030, requiring $5 trillion to $6.5 trillion in spending. $NVDA $MSFT $META $GOOG $AMZN
AI chips own the board again: 301 comments on AMD lead the day, with Nvidia heating up fast right behind it. Index traders are bullish on individual chipmakers while souring fast on the Nasdaq tracker.
Source: RedditCramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
NVIDIA just set a fresh 52-week high at $238.90, putting the world's largest company back in price discovery.
GOOGLheating up fast
Alpha Tau Medical is swallowing the board with 267 comments, more than every other name on today's list combined, while Alphabet chatter is heating up fast. Nvidia is the lone bearish name, and it is barely getting mentioned.
Source: RedditEric Bleeker's AI Portfolio just saw its Nvidia position double, 753 days after the September 2024 call, turning $1,000 into roughly $2,005. It took two years and a drawdown back below the entry price to get here, which is the part most investors never sit through.
Nvidia sits at $5.70 trillion today, but a specific calendar date, a single earnings report, and one supply-constrained growth target could determine whether it crosses a threshold no company has ever reached.
Vandita Jadeja Jensen Huang says NVIDIA could sell far more chips if only the supply existed, and that single constraint ripples through every memory and storage stock in the AI chain. Here is what…
A longtime Nvidia director quietly converted a massive block of stock into cash just weeks before the company hit an all-time high, raising a question Jensen Huang's summer of silence makes harder…
A $10,000 bet on AMD in 2011 grew into more than $1.2 million, but the AI boom that sent shares soaring 211% in a single year raises a harder question: how much…
Three chip and software giants sent dividend checks to shareholders on the same day, but their records tell very different stories about which boards are sharing their growth and which are quietly…
The greatest stock picker of his generation handed ordinary investors a confession that cost him nothing and could save them six figures. What he said, and why the math behind it is…
Michael Burry called index funds a bubble and predicted an ugly crash. Seven years later, the money that stayed invested tells a complicated story, and the part of his warning that still…
When one of the world's most aggressive builders reportedly moves to borrow billions just to secure a single supplier's hardware, it raises a question worth sitting with: what do they know that…
A $20 billion accounting gap in OpenAI's revenue figures sent shockwaves through chip stocks on October 8, wiping out billions in market value across Nvidia, CoreWeave, Oracle, and others. The twist is…
Oracle's cloud backlog keeps growing and its quarterly results keep beating estimates, yet the stock sits near a 52-week low. Something in that gap is either a serious warning sign or the…
Hypercall just posted a massive month trading options on Hyperliquid's infrastructure, but the platform's explosive growth hides a critical detail that every HYPE holder needs to understand before getting excited.
JEPQ's 11% yield attracts millions of investors who assume less downside means faster recoveries, but the math from two separate market cycles tells a very different story about who actually benefits from…
CoreWeave carries a debt load that would make most investors close the browser tab, yet one investor keeps hitting the buy button after every earnings report. Here is the specific logic behind…
Nebius has already signed tens of billions in AI compute contracts, crushed revenue estimates, and handed investors a triple-digit return this year, but its balance sheet carries threats that could unwind everything…
Three AI giants are racing to lock in tens of billions in long-term debt to buy chips that will be obsolete before the loans mature, and only one of them will have…
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 $270.72, rated Buy. The Wall Street consensus target is $328.72. NVDA price prediction →
