Headquartered in Santa Clara, CA Fiscal year ends January NASDAQ: NVDA nvidia.com
NVIDIA Corporation is a powerhouse in the tech world, known for its cutting-edge graphics and computing solutions. It's a go-to for gamers, offering GeForce GPUs and the GeForce NOW streaming service. Professionals in various industries rely on NVIDIA's Quadro/NVIDIA RTX GPUs and virtual GPU software for top-notch visual computing. Beyond graphics, NVIDIA dives into data center computing, networking with its Quantum and Spectrum platforms, and spearheads innovations in automated driving with NVIDIA DRIVE. Its technology also supports robotics, AI, and the burgeoning metaverse through Omniverse software. Founded in 1993, NVIDIA's influence spans globally, headquartered in Santa Clara, California.
Nvidia cut its own best transcription error rate from 4.3% to 2.8% and now shares the top open-weight spot, a reminder that its moat is software as much as silicon.
Nemotron 3.5 Transcribe's 2.8% WER on the AA-WER Index ties it with Voxtral Small for #1 among open-weight models, ahead of Thinking Machines' Inkling at 3.5%. It improves on NVIDIA's previous most accurate model, Canary Qwen 2.5B, at 4.3%. https://t.co/Hb5R76kipp
Rising prices on last-generation Nvidia silicon are the cleanest tell that buyers are taking whatever compute they can get, which undercuts the AI digestion narrative.
Worried AI demand is slowing? Just check out this chart. 👀 @BrianSozzi says prices for $NVDA older chips are going up, and that’s just one of three reasons the AI trade is coming back. https://t.co/WbTZy0tspT
SPYheating up fast
Retail traders are piling into the broad index bet, with 454 comments on the S&P 500 tracker topping every single stock today. Chipmaker chatter stays bullish, while the mood on the software giant and the EV maker has turned bearish and the iPhone maker splits the room.
Source: RedditThe bull case for data centers today rested on financing rather than profits, and Cramer wants to hear a customer say the chips are minting money before calling it clear. He expects Meta's at-the-market selling to weigh on the stock as supply hits at the wrong moments, with borrowing costs into a Fed decision the swing factor for everything levered to the buildout.
Vera Rubin NVL72 and Vera CPUs are now generally available on Oracle Cloud Infrastructure, moving the next GPU generation from roadmap to revenue with multi-gigawatt Supercluster expansion planned. OpenAI is already the proof point, having trained and served GPT-6 Astra on an OCI Supercluster of more than 100,000 Blackwell GPUs and now bringing Vera CPUs into production.
Microsoft is the loudest name on Reddit today with 363 comments, and the mood there is bearish heading into big-tech earnings season. Nvidia is the one heating up, while traders are souring on Reddit's own stock.
Source: RedditNVIDIA is putting $3 billion into Meta's equity offering, turning a customer relationship into an ownership stake while Meta commits to expanding Vera Rubin, Vera CPU, Spectrum-X Ethernet and BlueField-4 deployments. That locks in demand for the next-generation rack stack well beyond today's GPUs.
Nvidia owns the room with 573 comments, but traders can't agree on direction, and the same split hangs over Tesla. GameStop is drawing nearly as much talk with the mood souring fastest, while QQQ chatter heats up.
Source: RedditCustom 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
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Meta pulled in far more investor demand than it had shares to sell, yet buyers still watched the stock fall the moment trading opened. What convinced NVIDIA and AMD to pour billions…
NVIDIA Corporation is a powerhouse in the tech world, known for its cutting-edge graphics and computing solutions. It's a go-to for gamers, offering GeForce GPUs and the GeForce NOW streaming service.
24/7 Wall St.'s 12-month price target for NVDA is $261.09, rated Buy. The Wall Street consensus target is $328.95. NVDA price prediction →
