Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)-backed startup Starcloud has achieved a milestone by training the first artificial intelligence model in space, according to a CNBC report. The company launched its Starcloud-1 satellite in early November 2025, equipped with an Nvidia H100 GPU, which the company says is 100 times more powerful than any graphics processor previously flown in orbit.
The robust hyperscaler demand for Nvidia Corporation's market leading AI chips/networking offerings already flows into the outsized 2025/2026 guidance and the excellent pricing power. I urge readers to look beyond the noise surrounding intensifying custom AI accelerator competitions, as NVDA launches the lower cost Rubin CPX— Content Phase aXcelerator for inference use cases. Thanks to the ongoing consolidation at the 50/100 DMAs and the raised consensus forward estimates, NVDA looks cheap at P/E of 38.93x and 3Y PEG ratio of 0.82x.
Nvidia refuted a report that the Chinese AI startup DeepSeek has been using smuggled Blackwell chips to develop its upcoming model. "We haven't seen any substantiation," a Nvidia spokesperson said in a statement.
It's the darling of the financial markets and the undisputed heavyweight champion among U.S.
AI demand, China chip approval and strong earnings boost NVIDIA's outlook. SMH, SHOC and SMHX may shine as NVDA gears up for 2026.
Shares of Nvidia Corp. (NASDAQ: NVDA) have risen 3.0% in the past week on announcements that it will be able to sell advanced chips to China and that it is developing location verification technology to prevent chip smuggling.
Nvidia has built location verification technology that could indicate which country its chips are operating in, according to sources familiar with the matter, a move that could help prevent its artificial intelligence chips from being smuggled into countries where their export is banned.
CNBC's Jim Cramer talks about the importance of stock picking for individual investors and breaks down what he thinks of Nvidia, Apple and Warner Bros. Discovery.
President Trump's decision to allow Nvidia to sell its chips to China has raised questions about whether he is prioritizing short-term economic gain over long-term American security interests.
NVIDIA's surging AI-fueled revenues and profits outshine SoundHound's rising sales, but widening losses as investors look to 2026.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) could unlock more than $5 billion in quarterly revenue as early as 2026 if the US government allows the company to export its H200 artificial intelligence chips to China, UBS said on Monday, after US officials signaled they may approve shipments to certain customers. The US Commerce Department is considering allowing exports of Nvidia's Hopper-generation H200 processors to approved Chinese buyers, although shipments of the newer Blackwell generation remain off the table for now, according to Reuters reporting.
Shipping chips from Taiwan to U.S. to China would allow government to get 25% cut of sales