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Michael Burry Warns Nvidia's $95 Billion Purchase Obligations Signal Dot-Com Style Risk
Michael Burry raised concerns regarding Nvidia’s long-term stability following the company’s recent quarterly results. Nvidia’s purchase obligations surged...
Nvidia Secures China H200 Export Approval to Reverse 21% Revenue Slide
Nvidia reportedly secured approval to export its H200 AI chips to the Chinese market despite ongoing U.S. trade restrictions. This development enables the...
🔴 NVDA is trading 2.72% down today as post-earnings gains fade on AI capex and inventory cautions
NVDA is trading at $190.25 (-2.72%) as early session trading reverses yesterday's after-hours rally despite a significant Q4 earnings beat. • The company...
Nvidia's fourth quarter revenue of $68.1B beats estimates, driven by 75% Data Center growth.
NVIDIA reported fourth-quarter fiscal 2026 revenue of $68.1 billion, a 73% increase year-over-year, with GAAP EPS of $1.76. For the full fiscal year, revenue...
Ex-Google TPU Team Raises $500M for MatX to Challenge Nvidia at Multi-Billion Valuation
MatX raised over $500 million in its latest funding round. The financing values the AI chip startup at several billion dollars. Jane Street and Situational...
Wayve Hits $8.6B Valuation in $1.2B Funding Round to Commercialize Robotaxi AI
UK-based autonomous driving startup Wayve raised $1.2 billion in a Series D funding round. SoftBank, Eclipse, and Balderton led the investment. The deal...
NVIDIA Acquires Israeli AI Data Startup Illumex for $75 Million
NVIDIA confirmed the $75 million acquisition of Illumex. Illumex is an Israeli startup specializing in enterprise data management for AI. CEO Inna Tokarev Sela...
NVIDIA Corporation Reports Q4 2026 Earnings on February 25, 2026
NVIDIA is expected to report fourth-quarter fiscal 2026 revenue of $65.68 billion and EPS of $1.52, with its current $191.65 share price trading significantly...
NVIDIA Launches AI-Powered Cybersecurity Initiative for Critical Infrastructure
NVIDIA announced AI-powered cybersecurity for operational technology and industrial control systems. The company debuted these capabilities ahead of the S4x26...
NVIDIA Challenges Apple’s MacBook Dominance with 2026 Arm-Based Laptop Chip Launch
NVIDIA plans to launch proprietary Arm-based processors for laptops by late 2026. This initiative marks a significant expansion from the company's core...
NVIDIA Sells ARM Stake Amid Shift to Larger AI Investments
NVIDIA has exited its $140 million stake in ARM Holdings, selling 1.1 million shares to prioritize larger strategic investments across the AI ecosystem. The...
NVIDIA Finalizes $30B OpenAI Investment to Secure Long-Term GPU Demand
NVIDIA is finalizing a $30 billion investment in OpenAI. This agreement replaces a previously discussed $100 billion multi-year partnership. The Financial...
NVIDIA Nears $30B OpenAI Investment at $830B Valuation, Securing Hardware Reinvestment Deal
NVIDIA is finalizing a $30 billion investment in OpenAI, according to the Financial Times. The capital is part of a larger $100 billion funding round for the...
NVIDIA Stock Gains on Meta AI Partnership and Vera Rubin Architecture Tease
NVIDIA shares rose 1.6% following the confirmation of a long-term partnership with Meta Platforms. Meta plans to deploy millions of NVIDIA chips and hardware...
NVIDIA Targets India’s Digital Future with Gigawatt-Scale AI Factory and $2 Billion Infrastructure Push
NVIDIA announced several strategic partnerships at the AI Impact Summit in New Delhi to accelerate India’s computing capabilities. The company is collaborating...
NVIDIA and Meta Partner to Build Hyperscale AI Infrastructure for Personal Superintelligence
NVIDIA and Meta have established a multiyear, multigenerational strategic partnership to expand Meta’s artificial intelligence infrastructure. Meta will...
NVIDIA GB300 Systems Slash AI Token Costs by 35x as Blackwell Ultra Targets Agentic AI Efficiency
NVIDIA released new performance data for its Blackwell Ultra platform, specifically the GB300 NVL72 systems. The platform delivers up to 50 times higher...
NVIDIA and Yotta to Announce Massive GPU Expansion to Fuel India’s Global AI Ambitions
Yotta Data Services CEO Sunil Gupta announced an upcoming partnership expansion with NVIDIA at the India AI Impact Summit on February 16. The joint...
NVIDIA CEO Jensen Huang Unexpectedly Skips India AI Impact Summit
NVIDIA CEO Jensen Huang will not attend the India AI Impact Summit in New Delhi. The event runs from February 16 to 20. NVIDIA cited "unforeseen circumstances"...
Cohere Hits $240M ARR on Surging Enterprise AI Demand, Eyes Potential IPO
AI startup Cohere surpassed its 2025 revenue targets by reaching $240 million in annual recurring revenue (ARR). Strong demand for enterprise-focused large...