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
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.
MUheating up fast
Reddit traders are piling into individual chip names while turning cautious on the broad market, with Nvidia bullish on 645 comments and Micron heating up fast right behind it. The same crowd is souring on the S&P 500 tracker and the semiconductor ETF.
Source: RedditNVIDIA is now embedded in the tools its own suppliers use: Applied Materials, KLA, Lam Research, Cadence, Synopsys and Siemens are all running CUDA-X libraries across chip design, fab simulation and inspection. The new cuPotential library added 2-3x speedups on workflows already optimized for GPUs, extending the software moat into the fab equipment layer.
Everyone post their bags, quickly.
Retail's dip list is almost entirely the AI semi complex, yet the thread's top-voted replies are sitting on their hands until the midterms. When 216 comments can't agree whether a selloff is a sale or a top, position sizing is what decides the outcome.
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The Federal Reserve's latest field report caught something the jobs data hasn't shown yet, and the implications for businesses, workers, and investors run in opposite directions at once.
Broadcom just delivered its best quarter ever, yet the stock sits nearly flat on the year as critics hammer its slower segments. Here is why one investor sees the same drag as…
NVIDIA doubled its revenue while Broadcom grew AI chip sales 221%, yet the two companies are betting on completely opposite visions of who actually controls the future of AI computing.
For years, artificial intelligence has been sold as the next great productivity revolution. Businesses would produce more with fewer resources, profits would rise, and the economy would benefit from a technological leap…
Bybit now lets you swap crypto for over 1,000 US stocks, but what you actually own depends on which version of the service you use, and the difference matters more than most…
Everyone is watching AMD's GPU ramp, but a quieter force inside the data center may be the one that actually drives the stock through 2027. Here is why most investors have their…
Wall Street analysts are chasing Micron with targets that leave our model cold, and the gap between their optimism and our measured call comes down to one overlooked risk lurking beneath record-breaking…
Yesterday, Anthropic announced that its revenue grew 50% quarter over quarter to $16.8 billion. On the back of an envelope, its 2027 revenue could exceed $100 billion. That is about Morgan Stanley’s…
On September 30, 2026, CoreWeave (NASDAQ:CRWV) chief executive Michael Intrator went on CNBC and said data center regulations would not hurt AI demand and that margins were higher than a year ago.…
Nvidia dominates AI compute, but hyperscalers are quietly shifting billions toward a rival chip architecture that costs less than half as much per workload. One semiconductor giant is positioned to capture that…
Apple is finally preparing to bring AI features to China after years of regulatory delays, but the version heading there is already two years old and missing the one feature that matters…
Coherent keeps beating earnings estimates while its stock slides further from a 52-week high, and now Wall Street's most bullish analyst has a target that implies shares could nearly double from here.
Jensen Huang just pledged a quarter-billion dollars to AI safety research and said he would cut off a customer building dangerous AI, but his own statements reveal how much wiggle room that…
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 $260.76, rated Buy. The Wall Street consensus target is $328.72. NVDA price prediction →
