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$4.09 (1.96%)
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Common Stock
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NASDAQ
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TECHNOLOGY
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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.
Cramer's take lands as MLPerf benchmark headlines pit AMD's Instinct line and custom silicon against Blackwell, and Nvidia's next earnings report is the scoreboard that settles it.
Every day i read about some chip that is superior to Nvidia. And every year i see no real competitors
The robotics land grab now runs through Nvidia's cheapest silicon: Cognex, Doosan Bobcat, Matic and Alphabet's Wing are already lining up behind a module that doubles inference performance while drawing 40% less power. Revenue waits, though, with the module and dev kit not expected until the first half of 2027.
Full production means revenue timing: the LPX accelerator extends Vera Rubin NVL72 into the latency-sensitive agentic inference market, where Nvidia claims 4x faster agent responsiveness than the nearest alternative platform. Nebius is the first AI cloud deploying it via its Token Factory, with inference cloud Groq lined up next.
SpaceXAI is committing to Vera Rubin as it scales Grok's infrastructure toward gigawatts of capacity, and the Vera CPU win puts Nvidia silicon in the socket where x86 usually sits. SpaceXAI's first Starmind satellite will fly an optimized Vera Rubin NVL72, opening an orbital market for the same rack architecture.
Nvidia is now underwriting its own demand: it is putting up credit support for the first 4.25 IT-GW of Ohio capacity in developer SB Energy, with OpenAI signing on as the tenant. Capacity phases in starting 2028, locking a multi-year DSX-based revenue channel to a single anchor customer.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
96% of NVIDIA's disclosed equity book sits in five names, with a rival chipmaker as the single largest holding as of June 30. Only eight positions total, so every stake here is a deliberate strategic bet.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Brad Gerstner's Altimeter had 56% of its 20-stock book in five names as of June 30, with NVIDIA and Cerebras alone making up more than a third. That is an undiluted AI hardware bet, spanning chips, foundry, and cloud compute, disclosed roughly 45 days after the fact.
A $10,000 bet at Nvidia's 1999 close is worth $50 million today, 26 years later. Half of that fortune was created in just the last two years of the AI buildout.
A 3.2% day looks modest until you scale it to a $5.4 trillion company: that is roughly $170 billion in market value added in one session. At $224.46, the world's largest stock moves the index by itself.
Six of the largest capital allocators on earth just agreed to underwrite demand for Nvidia's own product, creating dedicated pools of third-party money that let customers buy compute they could not otherwise finance. Huang casts GPUs as an investable asset class with long-duration, usage-linked revenue, though the memorandums still require final agreements.
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