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
Tesla 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.
Every humanoid built on Agile Robots' new Agile ONE SN reference design ships with a Jetson Thor module inside, putting 2,070 FP4 teraflops of NVIDIA silicon in each robot before a single customer order. ABB, KUKA, NEURA, Universal Robots and Hugging Face are all building on the same open Isaac stack, which is how a chip vendor locks in the next compute market ahead of 2027 availability.
Bolt's European robotaxi rollout alone covers at least 25,000 Level 4-capable Lucid vehicles built on Hyperion, with data collection starting in Madrid in 2027. Volvo Cars, Mercedes-Benz, Volkswagen Commercial Vehicles and Einride are all building on the same platform, making automotive a recurring compute and software footprint across Europe.
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Both neoclouds are selling AI computing power as fast as they can build it, but one funds its own growth while the other has taken on billions in new debt to keep…
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 $263.76, rated Buy. The Wall Street consensus target is $328.72. NVDA price prediction →
