NVIDIA Corporation (NVDA)
Nvidia wants in on the nuclear renaissance, invests in Bill-Gates backed TerraPower
TerraPower, the nuclear startup founded and backed by Bill Gates, announced a new $650 million funding round this week. The investment will help the company build its first commercial power plant.
Will NBIS' Tie-Up With NVDA Accelerate its AI Infrastructure Growth?
Nebius strengthens global AI reach with NVIDIA's Blackwell tech, expanding infrastructure across Europe and the U.K.
Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (June 20)
The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
Nvidia Stock Stutters. Chip Smuggling Concerns Are Back.
Malaysian authorities are investigating reports that a Chinese company in the country used servers fitted out with Nvidia AI chips, The Wall Street Journal reported this week.
This Nvidia ETF with 97% yield is quietly climbing
While Nvidia (NASDAQ: NVDA) continues to dominate headlines with its relentless rally, a lesser-known exchange-traded fund tracking the chipmaker has quietly carved out a name of its own, not for price performance, but for income.
NVIDIA vs. Arm Holdings: Which AI Chip Designer Has an Edge?
NVDA's AI dominance, strong growth and lower valuation give it an edge over ARM in the AI chip design space.
Nvidia: Ride The Next $1 Trillion Wave
Nvidia's Q1 FY2026 showed strong resilience with a revenue/EPS double beat, despite a$4.5B H20 charge from U.S. export controls impacting China sales and gross margins significantly. Data Center revenue soared 73% YoY to $39B, driven by rapid Blackwell adoption (70% of DC compute revenue) and massive deployments by hyperscalers like Microsoft for AI. Surging AI inference demand and emerging Sovereign AI initiatives (e.g., Germany, Saudi Arabia) are set to diversify Nvidia's customer base and fuel future top-line growth beyond hyperscalers.
Navitas Semiconductor: Nvidia's Endorsement Ignites A Multi-Year Revenue Boom
Navitas Semiconductor's collaboration with Nvidia for the 800 HVDC data center architecture is a significant validation for its GaN and SiC technology. Navitas' technological edge could see it obtain a significant share in GaN and SiC content within Nvidia's new architecture. I expect Navitas to reach positive adjusted EBITDA in 2026 as it taps into its $450 million design wins thanks to the operating leverage it showed in Q1.
Malaysia trade ministry probing reports of Chinese firm's use of Nvidia AI chips
Malaysia's trade ministry is verifying media reports that a Chinese company in the country is using servers equipped with Nvidia and artificial intelligence chips for large language models training, it said on Wednesday.
AWS' custom chip strategy is showing results, and cutting into Nvidia's AI dominance
Amazon Web Services is set to announce an update to its Graviton4 chip that includes 600 gigabytes per second of network bandwidth. Amazon is looking to reduce AI training costs and provide an alternative to Nvidia's expensive graphics processing units, or GPUs.
Astera Labs Soars on Expanding AI Reach With Alchip, NVIDIA Deals
Astera Labs teams up with Alchip and deepens NVIDIA ties as surging AI demand fuels 144% revenue growth in Q1 2025.
NVDA Price Target Hike on A.I. Demand, OpenAI Clashes with MSFT
Barclays raised its price target on Nvidia (NVDA) to $200 from $170 and kept an overweight rating on the stock. Jenny Horne notes the firm also raised its compute estimates for the chipmaker and talks about the FOMO Nvidia continues to generate.
