#nvidia News & Analysis

Even Nvidia’s own research teams can’t get enough GPUs amid the race for AI computing power

The $21 billion AI bet: Meta and CoreWeave ink deal for NVIDIA’s next-gen superchips

A new Anthropic model found security problems ‘in every major operating system and web browser’

Nvidia (NVDA) Stock Faces Potential Production Cut Due to Memory Supply Constraints

Nvidia faces potential production cuts for its Rubin GPUs to 1.5 million units due to memory supply constraints from key suppliers SK Hynix and Micron. Despite these supply chain challenges, KeyBanc maintains a $275 price target for NVDA stock.

Marvell (MRVL) Stock Soars 21% on Nvidia Partnership and Strong Earnings

Marvell (MRVL) stock surged 21% in March following strong Q4 earnings results and announcement of a $2 billion partnership with Nvidia. The semiconductor company projects 40% growth in data center revenue for fiscal 2027, driven by AI infrastructure demand.

AI giants Meta, Microsoft, NVIDIA see stocks amid Iran threat, AI cryptos crash

NVIDIA AI Unveils ProRL Agent: A Decoupled Rollout-as-a-Service Infrastructure for Reinforcement Learning of Multi-Turn LLM Agents at Scale

OpenAI Sits at the Center of a $1.4 Trillion Capital Loop, Morgan Stanley Warns

Morgan Stanley warns that OpenAI sits at the center of a massive $1.4 trillion capital loop, with infrastructure commitments far exceeding its $13 billion annual revenue. Major tech companies like Microsoft, Amazon, Oracle, and Nvidia are both funding OpenAI and receiving its spending commitments back, creating potential hidden leverage risks for investors.

Bitcoin Now Less Volatile Than Tesla, Nvidia — Schwab Data

Morgan Stanley is approaching the launch of the first spot Bitcoin ETF from a major US bank after receiving an NYSE listing notice. The development highlights Bitcoin's evolution from its volatile early days, with data showing it's now less volatile than major stocks like Tesla and Nvidia.

Nvidia (NVDA) Stock Poised for Rally as U.S.-Iran Negotiations Progress

Nvidia stock faces supply chain challenges from Iran conflict but analysts believe the company's strong pricing power and 71% margins position it for a potential rally if U.S.-Iran tensions ease through ongoing negotiations.

Nvidia Lands In Court Over Crypto Secret — Here Is What Investors Missed

Nvidia is facing a certified class action lawsuit over alleged securities fraud related to under-disclosure of cryptocurrency mining revenue. A U.S. federal judge has certified the case against Nvidia and its CEO after years of legal proceedings.

Reflection AI Seeks $25B Valuation: Nvidia’s (NVDA) Major AI Investment Explained

Reflection AI is pursuing a $25 billion valuation through a $2.5 billion funding round with major backing from Nvidia (NVDA). JPMorgan is reportedly considering joining the investment round as the AI startup advances its growth strategy.

Nvidia to Face Class Action Lawsuit Over Alleged Crypto Mining Revenue Gaps

Nvidia faces a class action lawsuit over alleged gaps in cryptocurrency mining revenue disclosures. The company failed to successfully challenge claims that its crypto-related disclosures impacted its stock price, allowing the legal case to proceed.

President Trump Names Meta, Nvidia CEOs to White House Tech and Science Council

President Trump has appointed Meta CEO Mark Zuckerberg and Nvidia CEO Jensen Huang to a White House Technology and Science Council. The council will advise the administration on emerging technology policy matters.

Nvidia (NVDA) Stock Gains as $82B Revenue Stream Emerges from AWS and China Deals

Nvidia stock rises following three major developments: Arm's new AI CPU launch, a massive $50B+ AWS order for 1 million GPUs, and resumed chip sales to China potentially worth $32B annually. These combined deals represent approximately $82B in new revenue streams for the semiconductor giant.

Nvidia (NVDA) Stock Gains as $82B in Unreported Revenue Emerges

Nvidia stock gains momentum following Arm's AI CPU launch, a massive 1 million GPU order from AWS, and the restart of China chip operations, collectively revealing over $82 billion in previously undisclosed revenue streams.

Nvidia CEO Jensen Huang says ‘I think we’ve achieved AGI’

Huawei’s Atlas 350 Chip Claims to Crush Nvidia (NVDA) H20 Performance by 2.8x

Nvidia Deepens Grip on Cloud AI With Major AWS Chip Deal

Tesla (TSLA) Stock Slides as Nvidia DRIVE Secures Major Partnerships with Uber, BYD and Hyundai

Tesla stock declines as Nvidia's DRIVE autonomous vehicle platform secures partnerships with major companies including Uber, BYD, and Hyundai. This development poses a competitive threat to Tesla's autonomous driving technology advantage and premium positioning in the market.

YZi Labs Backs RoboForce With $52M to Close the Industrial Labor Gap Through Physical AI

YZi Labs led a $52M funding round for RoboForce, which develops industrial AI robots including the TITAN model with 1mm precision for harsh environments. NVIDIA's CEO Jensen Huang featured RoboForce's TITAN robot at GTC 2025, providing significant validation for the company's Physical AI technology in industrial applications.

Nvidia (NVDA) Stock Climbs Following Major Autonomous Vehicle Partnership Announcements

Nvidia stock gains following major autonomous vehicle partnerships with BYD, Nissan, and Hyundai joining the DRIVE Hyperion platform. The company also announced an Uber partnership targeting robotaxi deployment across 28 cities by 2028.

Uber (UBER) Stock Surges 3% Following Massive Nvidia Robotaxi Partnership Across 28 Cities

Uber stock rose 3% following the announcement of a major partnership with Nvidia to deploy robotaxis across 28 cities by 2028. The rollout will begin with Los Angeles and San Francisco in early 2027, marking a significant expansion of autonomous vehicle technology.

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

An interview with Nvidia CEO Jensen Huang covers his upcoming GTC 2026 keynote presentation and discusses the company's strategic navigation of Chinese markets and regulatory challenges in Washington DC. The conversation also touches on Nvidia's fundamental identity and core business nature in the accelerated computing space.

Samsung Shares Jump 5% After Nvidia CEO Confirms New AI Chip Partnership

Nvidia CEO Jensen Huang confirmed Samsung is manufacturing the Groq LP30 AI chip using its 4-nanometer process, causing Samsung shares to jump 5%. This partnership represents a significant win for Samsung's foundry division, which analysts project could reach breakeven by late 2027.