NVIDIA News - February 2026
NVIDIA to Launch AI Inference Chip with OpenAI Deal to Secure Growth
NVIDIA will unveil a new processor dedicated to AI inference at the upcoming GTC developer conference. [4, 7, 9] The chip aims to meet the rising demand for...
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'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 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 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 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 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...
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...
Nvidia Taps Samsung for HBM4 Memory to Power Next-Gen Vera Rubin AI Chips
Samsung launched commercial shipments of next-generation HBM4 memory chips to Nvidia. These components will support the development of Nvidia's future Vera...
NVIDIA Targets $2.5B in China H200 Shipments as Tech Giants Drive Demand
NVIDIA will begin shipping H200 chips to approved Chinese customers in mid-February 2026. The initial rollout precedes the Lunar New Year holiday. Shipment...
NVIDIA to Build NT$40B Overseas Headquarters in Taipei, Creating 10,000 Jobs
NVIDIA signed a formal contract with the Taipei City Government to establish its first overseas headquarters in the Beitou-Shilin Technology Park. Taipei...
Blackstone Leads $10B Loan for NVIDIA-Backed Firmus to Fuel Australian AI Expansion
NVIDIA-backed Australian AI startup Firmus Technologies secured a $10 billion loan led by Blackstone Inc. to expand its data center operations. The company...
AI Boom Propels Semiconductor Industry to Historic $1 Trillion Revenue Milestone
The semiconductor industry will reach a historic $1 trillion in annual revenue this year. The artificial intelligence boom led by NVIDIA accelerated this...
Cerebras Valuation Triples to $23B Following $1B Round and OpenAI Deal
AI chipmaker Cerebras Systems raised $1 billion in a Series H funding round. The investment elevates the company's valuation to approximately $23 billion....
NVIDIA CEO Predicts 8-Year AI Buildout as Dow Surpasses 50,000 Milestone
NVIDIA CEO Jensen Huang described current AI capital expenditure as a once-in-a-generation infrastructure buildout with seven to eight years remaining. Huang...
NVIDIA Stock Rebounds Sharply, Soaring 6.75% Amid Broad Tech Sector Recovery
NVIDIA shares experienced a major reversal and surged 6.75% in Friday morning trading, leading a strong recovery across the technology sector driven by...
🟢 NVDA is trading 5.05% up today on Rubin mass production news and $500B hyperscaler backlog
NVDA is trading at $180.56 (+5.05%) following news that its next-generation Rubin architecture will enter mass production in February 2026, supported by a...
🟢 NVDA is trading 3.2% up today after Alphabet doubles AI capex to $175-185 billion and confirms Vera Rubin partnership
NVDA is trading at $177.44, up 3.2% in pre-market following Alphabet's announcement that it will double capital expenditures to $175-185 billion for 2026. •...
Nvidia to Skip 2026 Gaming GPU Launches as AI Demand Triggers Historic Memory Shortage
Nvidia will not release any new gaming graphics chips in 2026 due to a deepening global memory shortage. [1, 2, 6] The company is diverting its limited memory...
Nvidia to Skip 2026 Gaming GPU Launch for First Time in Decades as AI Takes Priority
Nvidia will reportedly release no new gaming graphics cards in 2026. This marks the first time the company has skipped an annual release in nearly 30 years. A...
Nvidia CEO Dismisses AI Threat to Software Sector as SaaS Stocks Slump on Automation Fears
Investor fears regarding artificial intelligence disruption triggered a significant sell-off in global software-as-a-service (SaaS) stocks. AI startup...
NVIDIA Reportedly Nearing Landmark $20 Billion Investment in OpenAI
NVIDIA is reportedly nearing a deal to invest $20 billion in OpenAI. This investment is part of OpenAI’s latest funding round. The contribution would mark the...
Nvidia Confirms Largest Ever OpenAI Investment After Scaling Back $100 Billion Plan
Nvidia CEO Jensen Huang confirmed the company will execute its largest ever investment in OpenAI. This announcement refutes recent reports suggesting the...