NVDA is trading 3% up at $202.91 following reports that Amazon’s new Moonraker AI Alexa initiative could require over $100 million in GPUs by 2026.

  • The report highlights sustained hyperscale demand for NVIDIA’s AI chips as major tech firms continue to invest heavily in AI-driven consumer infrastructure.
  • The stock's gains stand out as broader market indices trade slightly lower, suggesting a company-specific catalyst rather than general market momentum.