Reuters reports that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is in talks to commit up to $10 billion as an anchor investor in Anthropic's initial public offering, a deal that could price the AI lab at as much as $2.
AI capex is fueling a new infrastructure cycle, with NVIDIA, Arista Networks and Vertiv well-positioned across computing, networking and power.
Zacks.com users have recently been watching Nvidia (NVDA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
China's homegrown AI chips were supposed to make NVIDIA irrelevant in the world's second-largest market, but a supply crisis is quietly dismantling that argument and reshaping the competitive math in ways Beijing did not anticipate.
The AI buildout is shifting gears, and the companies supplying its memory and compute are sitting on multi-year contracted revenue that Wall Street may still be underestimating.
Nvidia Corporation delivered a strong Q2 '27, with revenue of $96.22 billion and EPS of $2.22, both beating consensus estimates. NVDA management guided to 70% FY28 revenue growth, citing supply constraints versus 100% underlying demand, but flagged margin pressures from soaring memory costs. Gross margin is expected to bottom at 71-72% in 4Q before recovering to 72%-73% in FY28, with memory pricing a key risk.
Wall Street got a whiplash lesson in AI narrative management on Wednesday, September 9. In under three hours, the same decade was pitched as a doubling of global output and as an extinction deadline.
Nvidia chief executive Jensen Huang has a simple answer for investors worried that the chipmaker is helping finance its own customers: put in $1 and get $100 back. Huang used that shorthand at Goldman Sachs' Communacopia + Technology Conference while defending Nvidia's growing investments across the AI ecosystem.
Founder, CEO, and tireless Nvidia hype man Jensen Huang told attendees at the Goldman Sachs Communicopia + Technology conference on Thursday why his company's AI domination — and revenues — will continue its record-breaking growth streak through the end of next year.
NVIDIA Corporation (NVDA) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
NVIDIA's AI infrastructure leadership, higher profitability and lower valuation give it an edge over AMD as AI demand grows.
Nvidia CEO Jensen Huang says cybersecurity will be AI's next blockbuster app after coding. Unlike coding assistants, AI cybersecurity systems run around the clock.