Is Superintelligence On The Horizon? Safety Fears Grip Industry Leaders As They Push For A Slowdown
Something strange is happening at the frontier of intelligence.
Posts Tagged ‘NVIDIA Corporation (NASDAQ:NVDA)’
Nvidia May Put $10 Billion Into Anthropic’s $2 Trillion IPO. Amazon Already Has Much More Riding on It
Anthropic is reportedly seeking NVIDIA Corporation (NASDAQ:NVDA) as an anchor investor in an IPO that could value the AI developer near $2 trillion, with NVIDIA considering as...
Nvidia (NVDA)’s 2 GW Australia AI Push Could Deepen Its Infrastructure Advantage
NVIDIA Corporation (NASDAQ:NVDA) is expanding its global AI infrastructure ambitions, with Australia emerging as an important new market for its growing portfolio of GPUs, CPUs...
Oracle Just Added $30 Billion in AI Contracts. Nvidia Investors Should Read the Fine Print
Oracle Corporation (NYSE:ORCL) and NVIDIA Corporation (NASDAQ:NVDA) have given investors another huge AI demand signal, but the economics are more important than the headline.
Jim Cramer Discussed The Contradictions Surrounding NVIDIA Corporation (NASDAQ:NVDA)’s Shares
If there's one stock that Jim Cramer can't stop talking about, it's NVIDIA Corporation (NASDAQ:NVDA).
Jim Cramer Names NVIDIA the Main Portfolio “Running Back”
During the September 8 episode of Mad Money, host Jim Cramer compared NVIDIA Corporation (NASDAQ:NVDA) to Detroit Lions star running back Jahmyr Gibbs.
Palantir and Nvidia Are Building a Sovereign AI Stack. Who Captures More of the Economics?
Palantir Technologies Inc.
Nvidia Is Letting Rival AI Chips Into Its Racks. Astera Labs Could Be the Quiet Winner
NVIDIA Corporation (NASDAQ:NVDA) is doing something that initially sounds counterintuitive: making it easier for competing AI accelerators to live inside Nvidia-designed systems...
Google’s $15 Billion Finland AI Build Is Good News for Nvidia, With One Important Catch
Alphabet Inc. (NASDAQ:GOOGL) is putting another $15 billion behind the AI infrastructure race.
TSM Just Posted Record Sales. Nvidia May Be Both the Winner and the One Paying for It
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) just delivered another hard-data point showing that the AI semiconductor boom remains very much alive.
Jensen Huang Says Cybersecurity Is AI’s Next Blockbuster App. CrowdStrike Is Already Building It With Nvidia
NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang thinks cybersecurity could become one of artificial intelligence's next major application markets. CrowdStrike Holdings, Inc.
TSM’s Record Sales Say AI Chips Are Booming. The Nvidia-AMD Fight Is Now About Who Keeps the Margin
NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc.
NVIDIA and ASML Back Mistral’s €3 Billion Round. Their Payoffs Could Look Very Different
NVIDIA Corporation (NASDAQ:NVDA) and ASML Holding N.V. (NASDAQ:ASML) are backing the same European AI company, but investors should expect different routes to a return.
Microsoft’s ‘Useful Yield’ Test Raises the Stakes for NVIDIA’s AI Economics
Microsoft Corporation (NASDAQ:MSFT) is asking a more demanding question about AI infrastructure: how much useful output does each dollar and watt actually produce? NVIDIA Corporation...
Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs
Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of that.
Jim Cramer Wants Nvidia to Buy Back $500 Billion. Can Apple’s Playbook Work?
Jim Cramer wants NVIDIA Corporation (NASDAQ:NVDA) to authorize a $500 billion buyback and purchase shares daily. His September 1 Mad Money argument points to Apple Inc.
Jim Cramer Discusses NVIDIA (NVDA) Acquiring Hugging Face
On the September 3 episode of Mad Money, Jim Cramer turned his attention to NVIDIA Corporation (NASDAQ:NVDA) and its expansion into open-source software infrastructure.
Nvidia’s $99 Billion Portfolio Is Turning Intel and CoreWeave Into an AI Stress Test
Nvidia disclosed roughly $99 billion of public and private equity investments as of July 26, plus about $25 billion of additional commitments.
Nvidia (NVDA)’s First-Ever Year-Ahead Forecast Puts It on a Path to Pass Apple and Alphabet
CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CFO Colette Kress told investors on August 26 that fiscal 2028 revenue growth will reach 70%, far above the 44% average analyst...
Musk Moves Up SpaceX (SPCX)’s Orbital Data Center Timeline, Again
Bloomberg reported that Elon Musk said Space Exploration Technologies Corp.
Can Nvidia (NVDA) Prove it Doesn’t Live or Die by a Handful of Hyperscalers?
NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported.
NVIDIA (NVDA)’s $20 Billion Groq Bet Goes Live This Year With New AI Racks
CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)’s Groq 3 LPX rack is in full production and will be deployed alongside its Vera CPUs and Rubin GPUs at neocloud Nebius later...
Nvidia’s Hugging Face Deal Is a Hedge against Broadcom’s Custom Silicon Threat
NVIDIA Corporation (NASDAQ:NVDA) has officially committed billions on AI developer platform Hugging Face for a $12.9 billion.
Jim Cramer Breaks Down P/E Multiples Explaining Why NVIDIA (NVDA) Looks Cheaper Than ServiceNow
During the September 2 episode of Mad Money, Jim Cramer broke down how nominal stock prices can misrepresent reality, as he offered a direct comparison between NVIDIA Corporation...
NVIDIA (NVDA)’s Hugging Face Deal Tests the Next Phase of its AI Strategy
NVIDIA Corporation (NASDAQ:NVDA) has agreed to acquire Hugging Face for approximately $12.93 billion, making it one of Nvidia’s largest acquisitions.
Nvidia’s $5 Billion Intel Bet Was Worth $30 Billion by June. Is the Partnership Still Mispriced?
Nvidia's $5 billion Intel investment has produced an extraordinary paper gain, but the timeline matters.
Cathie Wood Sold About $72.8 Million of AMD and Bought About $53 Million of Nvidia. What Changed?
Cathie Wood appears to have made a sharp choice inside the same AI trade.
Nvidia Sold Every Arm Share, but Its Vera CPU Still Uses Arm. Is That Really a Contradiction?
Nvidia's portfolio and product roadmap appear to be sending opposite messages about Arm.
Jim Cramer Wants NVIDIA (NVDA) to Bet $500 Billion on Itself as AI Financing Risks Grow
Jim Cramer wants NVIDIA Corporation (NASDAQ:NVDA) to dramatically increase its buybacks.
Billionaire Dan Loeb Exited Nvidia and Broadcom. Is He Calling the Top in AI Chips?
Dan Loeb's Third Point exited its remaining Nvidia and Broadcom common-share positions during Q2, according to the firm's August 14 Form 13F.
Bridgewater Cut Nvidia 18% and More Than Doubled Vistra. Is It Rotating From Chips to Power?
Bridgewater Associates made opposite moves in two of AI's most important bottlenecks during Q2, disclosed in its August 14 filing.
Nvidia’s $1 Billion Nokia Bet Was Worth About $2.2 Billion by June. Is 6G the Hidden AI Trade?
Nvidia's less famous telecom investment had more than doubled on paper by midyear.
NVIDIA and Equinix Deepen Their AI Inference Partnership. Here’s What It Means for Both Stocks
Digital infrastructure company Equinix Inc.
Nvidia Put $2 Billion Into Coherent. Is Optical Bandwidth the Next AI Bottleneck?
Nvidia has placed a large financial bet on the lasers that connect AI systems. On March 2, NVIDIA Corporation (NASDAQ:NVDA) invested $2 billion in Coherent Corp.
Nvidia Just Paused Part of Its AI Financing Machine. The Timing Is Awkward
NVIDIA Corporation (NASDAQ:NVDA) just delivered another monster quarter, then immediately gave investors a reason to revisit one of the ugliest questions around the AI boom.
Nvidia (NVDA) Invests $3.5 Billion in MediaTek. Is This the Next Leg of Its AI Growth?
NVIDIA Corporation (NASDAQ:NVDA) is investing $3.5 billion in Taiwan-based MediaTek through convertible bonds, taking an existing AI partnership a step further.
Jim Cramer Explained What Turned The Tide For NVIDIA Corporation (NASDAQ:NVDA)’s Stock
NVIDIA Corporation (NASDAQ:NVDA)'s earnings report saw a rather mixed reaction to the stock.
Jim Cramer Says Own NVIDIA (NVDA) After Another Blowout Quarter
On August 26, discussing NVIDIA Corporation (NASDAQ:NVDA), Mad Money host Jim Cramer said investors should “own it, do not trade it,” as he noted: What exactly does NVIDIA...
NVIDIA (NVDA) Tops Q2 Estimates and Guides Above Forecasts, But Shares Slip
On August 27, 2026, NVIDIA Corporation (NASDAQ:NVDA) reported fiscal second-quarter revenue of $96.2 billion, more than doubling year-over-year and beating the $92.2 billion Wall...
Nvidia May Be Paying 86 Times Sales for Hugging Face And It Might Actually Make Sense: Here’s Why
NVIDIA Corporation (NASDAQ:NVDA) may be about to pay $12.9 billion for a company generating about $150 million in annualized revenue.
NVIDIA (NVDA)’s Real Advantage Isn’t Chips Anymore. It’s Money
CNBC reported on August 18, 2026, that NVIDIA Corporation (NASDAQ:NVDA) agreed within the same week to a $500 billion financing pact with major Wall Street firms and up to $105...
NVIDIA (NVDA), Palantir Technologies (PLTR), and the AI Achilles’ Heel: Steve Eisman’s Concentration Warning Explained
"Big Short" investor Steve Eisman warned on CNBC's "Fast Money" on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google...
Nvidia (NVDA) Plays Matchmaker to Drive Nordic AI Data Center Boom
NVIDIA Corporation (NASDAQ:NVDA) has been introducing companies that hold its GPUs to data-center operators with available capacity in the Nordics, two sources familiar with the...
Jim Cramer Revealed What Made NVIDIA Corporation (NASDAQ:NVDA)’s Shares Move Post-Earnings
With NVIDIA Corporation (NASDAQ:NVDA) sitting at the heart of the ongoing AI buildout, the narrative also involves its AI GPUs and their demand.
NVIDIA (NVDA) Excluded China Data Center Compute Revenue from its $108B Outlook. Can Growth Stay Exceptional Without It?
NVIDIA Corporation (NASDAQ:NVDA) showed in its fiscal second quarter that near-term growth no longer depends on a material contribution from China Data Center compute revenue.
NVIDIA (NVDA)’s Data Center Strategy Deepens With Cloverleaf Investment
NVIDIA Corporation (NASDAQ:NVDA) is expanding beyond chips and deeper into the infrastructure needed to run AI.
Micron’s Gross Margin Just Beat Nvidia’s. Nvidia’s Memory Problem Explains Why
The hottest margin in AI hardware no longer belongs to the company selling the GPUs. It belongs to the company selling the scarce memory those GPUs cannot run without.
OpenAI Built an Nvidia-Beating Inference Chip in Nine Months. Broadcom (AVGO) Helped Make It Happen
OpenAI says its first homegrown inference chip can do up to 1.9 times more AI work per watt than the comparison systems, and it went from initial design to tape-out in nine months...
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