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
Custom 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.
Huang calls capacity the constraint, and NVIDIA is now paying to break it: a $1.1 billion capacity reservation advance to KYEC funds new US test facilities targeting high-volume production in April 2027. Substrate capacity is set to rise across IBIDEN, Samsung Electro-Mechanics and Unimicron, which puts a hard floor under how many AI systems can ship through 2028.
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.…
Vertiv (NYSE:VRT | VRT Price Prediction) reports third-quarter results on Oct. 28. Shares fell 21.89% over the past month to $194.31. The report needs to show that the delayed AI projects management…
Apple's foldable iPhone Duo sold out in minutes and sent the stock to a record that briefly toppled Nvidia from the top of the global market cap rankings. Whether a supply-starved device…
SpaceX just reported its biggest quarter ever, and the segment driving most of that growth has nothing to do with rockets, satellites, or Mars. One business unit is now pulling in more…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock climbed about 4% to $57.46, outpacing its peers in the AI server group. Dell Technologies (NYSE:DELL) shares advanced roughly 2% to $462.42, while…
Arm's royalty machine is shifting gears as data centers pull ahead of smartphones, but a 94x forward multiple means the stock needs everything to go right. One upcoming trial and a critical…
AMD has surged 156% this year as AI contracts rolled in, but one unproven product cycle could either justify a run past $689 or expose just how much faith is already baked…
Short sellers piled into AI data center stocks and walked away with billions in October gains, but a $76 billion funding gap and bond yields near 15% suggest the pain for these…
Every time NVIDIA pulls back, the same question resurfaces: is the selloff a warning sign or a rare entry point into the most entrenched platform in AI computing? The answer depends on…
Wall Street already sees more than 50% upside in NVIDIA, but one analyst thinks even that target is too conservative. Here is the specific combination of catalysts that could push shares well…
Vandita Jadeja Goldman Sachs prime brokerage data shows hedge funds leaning bearish at levels rarely seen in five years, yet those same funds are bleeding money daily while a Fed decision and two megacap…
Wall Street still treats Qualcomm like a struggling handset maker, but a string of quiet wins in automotive, data centers, and hyperscaler silicon suggests the market has badly mispriced what this company…
Every major AI chip bears the fingerprints of one manufacturer, and that company just raised its full-year growth outlook for the third time. Whether the stock's recent pullback is an opportunity or…
CoreWeave sits on a backlog that rivals the GDP of a small nation, yet shares just cratered to near their 52-week low. Whether that gap represents the buying opportunity of the AI…
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 $256.48, rated Buy. The Wall Street consensus target is $328.72. NVDA price prediction →
