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 is positioning its GPUs as the toolchain every quantum player has to rent before building hardware: the JUPITER exascale run validated a design needing 90% fewer physical qubits. That turns quantum rivals into customers for cuQuantum and CUDA-Q, extending the accelerated-computing franchise into a field often framed as a long-term threat.
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
Apple and Nvidia sit within $250 billion of each other in market value, yet one trades at a multiple more than twice as rich as the other. That gap raises a sharp…
NVIDIA just doubled its revenue yet the stock keeps sliding, and Wall Street still refuses to budge its price target. Something in that gap between the business and the share price tells…
Micron crossed back into trillion-dollar territory without a single announcement or earnings update, leaving investors to figure out whether the violent swing between sessions reflects something real or just fund positioning that…
Alphabet grows like an AI startup yet trades closer to a sleepy ad business, and that gap between perception and reality raises a pointed question about which Magnificent 7 stock carries the…
NVIDIA collects a check whether hyperscalers borrow, issue stock, or drain their cash reserves, but Meta faces a funding squeeze that could reshape what shareholders actually own. The size of one expected…
Cathie Wood bought CoreWeave as its bonds fell into distressed territory and its credit risk gauge hit a record high. Whether that makes her a contrarian genius or a cautionary tale depends…
Nvidia's quiet move to insure loans for struggling neocloud customers signals a risk that most AI investors are ignoring, and it points straight to why one rival chipmaker keeps winning the customers…
Morgan Stanley just put a bold new target on Amazon and called it a top pick, but the reasons behind the upgrade go far beyond the cloud spending story investors already know.
Jensen Huang says compute is now revenue, and NVIDIA's latest numbers back him up. But whether Wall Street's already-aggressive targets actually undershoot where this stock is headed depends on a few catalysts…
Vandita Jadeja A trader on Reddit’s r/wallstreetbets says he turned an Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) position into a fortune, then sold all of it. On October 16, 2026, user DubiousChemistry…
The AI boom has pushed American stocks to valuations few living investors have seen. Meanwhile, one of Wall Street’s most respected financial historians argues that the money pouring in is itself the…
Gerelyn Terzo A single stock dropped 25% in one week while its backlog swelled to $37.5 billion, and that contradiction reveals exactly where investors stand on debt-funded GPU buildouts right now.
Marvell Technology shed 17% in a single week after one of the strongest runs in the AI trade, and that gap between the selloff and the business fundamentals is exactly what makes…
A crypto executive and former hedge fund manager is calling artificial intelligence the “biggest bubble of our lifetime” and telling investors to stay in. Mike Novogratz, founder and CEO of Galaxy Digital…
A bearish Wall Street call on the chipmaker just came off the board, and chip stocks are rallying alongside it. Intel (NASDAQ:INTC | INTC Price Prediction) stock is up 4% to $93.68…
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 $260.60, rated Buy. The Wall Street consensus target is $328.72. NVDA price prediction →
