NVIDIA Stock News

Nvidia stock is near a high. CEO Jensen Huang says demand for its Blackwell GPUS is 'really, really' high.

Nvidia CEO Jensen Huang broke down the AI race between the U.S. and China. Huang said that the U.S. is "not far ahead" of China and will need a "nuanced strategy" to stay on higher ground.

Nvidia stock (NASDAQ: NVDA) soared over 2% on Wednesday after reports that the chipmaker is planning to put up to $2 billion into Elon Musk's AI startup, xAI, as part of a huge $20 billion funding round. The move highlights just how serious the chipmaker is about pushing AI adoption across industries.

Oracle Corp (NYSE:ORCL, ETR:ORC) is reportedly experiencing thin gross profit margins on its business renting Nvidia Corp (NASDAQ:NVDA, ETR:NVD) chips to customers, with internal documents showing a margin of roughly 14% on $900 million in revenue for the three months ending August 2025. This figure is far below Oracle's overall gross margin of about 70%, highlighting the high costs associated ...

The financing round includes debt and equity in a special purpose vehicle that will buy Nvidia chips and rent them to xAI, according to a report.

NVIDIA (NVDA) remains a strong buy, driven by a landmark 10GW OpenAI deal. I estimate ~$350B Nvidia revenue potential, tied to Rubin (and likely Feynman) through decade's end. Rubin's cadence was reaffirmed, with six chips taped out, and volume production starting next year, likely in H2. Near term, I believe GB300 Ultra ramp supports a strong Q3 FY26. OpenAI's AMD warrants could indirectly ben...

Right now, artificial intelligence (AI) investing is all the rage. AI hyperscalers are spending billions of dollars on AI computing equipment, and that trend doesn't appear to be slowing anytime soon.

Nvidia CEO Jensen Huang said he's surprised AMD offered 10% of itself to OpenAI as part of a multibillion-dollar partnership announced earlier this week. The deal includes a warrant for OpenAI to buy up to a 10% stake in AMD.