NVIDIA Corporation (NVDA)
Nvidia's Earnings Prove Why It's Earned Its Spot
Nvidia Corporation delivered a record $68.1B in quarterly revenue, driven by 73% YoY growth and dominant data center performance. NVDA's platform-centric strategy, ecosystem expansion, and capital deployment mirror Microsoft's historic playbook for compounding platform control. Forward guidance remains robust, with a five-year annual growth estimate of 18% and a total return potential of 103.73%.
US Proposes Rule Requiring Licenses for AI Chip Exports
The US government drafted a rule requiring export licenses for AI chip shipments, including those from major companies like Nvidia and AMD, to all countries worldwide. Ed Ludlow has more on "Bloomberg Markets.
Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most
OpenAI recently closed the largest private funding round in history, raising $110 billion from Amazon (NASDAQ:AMZN | AMZN Price Prediction), NVIDIA (NVDA:NVDA), and SoftBank.
NVIDIA Gives Up On China
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) expected to sell its H200 chips in China, and it expected to sell a lot of them.
Nvidia is shifting focus away from China chip sales
The chip maker has reportedly stopped production of its H200s for China at TSMC, and is focusing instead on Vera Rubin
Nvidia CEO Jensen Huang: $100B OpenAI Deal ‘Probably Not in the Cards'
Jensen Huang just drew a line in the sand on how far Nvidia is willing to go with OpenAI, and the number is a lot smaller than what was floated just a few months ago.
Nvidia pulls the plug on China H200 production as Vera Rubin takes priority
The move confirms what Washington's regulatory whiplash made inevitable: Nvidia has stopped betting on China's AI chip market and redirected its most precious manufacturing resource toward the future Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) has ended production of H200 chips destined for China, according to a Financial Times report published Thursday, redirecting manufacturing capacity at Taiwan's TSMC toward its next-generation Vera Rubin platform. The decision comes less than a week after Nvidia reported its full-year results, and it puts concrete operational weight behind a line that appeared in those results almost as a footnote: the company said it was not assuming any data centre revenue from China in its forward guidance.
Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
Nvidia has stopped production of chips intended for the Chinese market, betting that regulatory barriers in the U.S. and China will continue to limit sales to the world's second-largest economy, the Financial Times reported on Thursday.
Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic, but his explanation raises more questions than it answers
At the Morgan Stanley Technology, Media and Telecom conference in San Francisco Wednesday, Nvidia CEO Jensen Huang said his company's recent investments in OpenAI and Anthropic are likely to be its last in both companies, saying that once they go public, the opportunity to invest in a “consequential company like this” closes.
Nvidia Signals Final Investments in OpenAI and Anthropic
Nvidia CEO Jensen Huang said Wednesday (March 4) that the company's opportunity to invest $100 billion in OpenAI is “probably not in the cards” because OpenAI is going to go public.
NVIDIA Corporation (NVDA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
NVIDIA Corporation (NVDA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
