NVIDIA (NASDAQ: NVDA) is the world leader in accelerated computing and AI, dominating the AI chip market with over 88% of revenue driven by data center AI hardware. Founded in 1993, the company invented the GPU, transforming computing from CPU-based to parallel processing, and now powers AI, gaming, professional visualization, and automotive industries.
“The headline this morning that NVIDIA will invest $1 billion over five years to build a new lab with you in Silicon Valley.”
“The National Payments Corporation of India, they're saying they are partnering with Nvidia.”
“OpenAI, but not just them, you know, really everybody else from Google to Microsoft to Amazon is very heavily reliant on Nvidia to build the infrastructure.”
“that's the main reason why Nvidia has seen a rise of 1433% over the past 5 years rise in stock price, but definitely also a rise in revenue and in profits.”
“NVIDIA has drawn criticism for circular deals in which it invests in customers like openai, AI and core weave.”
“And so Uber is providing them, you know, millions of miles to help train that.”
“Sun sold out of Nvidia completely with a $3.5 billion sale and he trimmed his T-Mobile holdings by $3 billion as well.”
“NVIDIA counts Supermicro as a big customer, accounting for as much as 9% of its sales, says it believes in compliance as well and counts strict compliance as a high priority.”
“There was actually a really good interview with uh the CEO of Coherent that just got that Nvidia $2 billion investment and we'll watch that later.”
“TSMC is responsible for fabricating the actual chips that companies like Nvidia, Apple, and Google are selling to both the AI market and the cloud computing markets.”
“on top of that, Samsung is just about to begin production of their HBM4, the next generation of memory specifically for Nvidia's Vera Rubin platform.”
“Nvidia reported that they are shipping out GPUs for the entire series.”
“It's fair to say only Nvidia ships multi-frame gen support across consumer GPUs right now.”
“It's important to note that last week Meta announced a similar deal with rival Nvidia that will see the chipmaker provide Meta with its Blackwell GPUs and uh Grace CPUs.”
“analyst on Wall Street expect Nvidia will deliver 54% revenue growth in the fiscal year that ends 2027 and then 27.6% 6% revenue growth in its fiscal year that ends 2028.”
“there's now a court filing that claims that Nvidia contacted Anna's archive for pirated books used in AI training. Now, there's some pretty uh heavy evidence here that this was indeed the case.”
“And I'm sure that Nvidia will get slapped with, you know, something that to to cap, you know, into its multi-t trillion dollar market share or whatever it is now, if they're found guilty of this.”
“If you had invested $10,000 into Nvidia, you would have over $100,000.”
“In this partnership, Iron will provide Microsoft with access to Nvidia's GB300 GPUs at its facility in Texas.”
“Right now, Nvidia owns AI infrastructure, not because they got there first, but because they built something no one else can rip out.”
“This is how Nvidia pulls $ 31.9 billion in quarterly revenue and keeps 53 cents on every dollar.”
“And because memory companies can only make so much of it for customers like Nvidia and AMD, it's led to a supply crunch.”
“Grock, which Nvidia just acquired for 20 billion, argues that inference doesn't require memory pools like training does.”
“This includes accelerated funding from the United States government, important investments from Nvidia and SoftBank Group and monetizing portion of Alterara and Mobileize.”
“And so, but they got even more than this because they sold half of their Altera business and they sold some mobile shares in the quarter too. So, all in once they get the Nvidia money, it's probably closer to $20 billion.”
“Nvidia is becoming the default programming layer for quantum.”
“Nvidia doesn't even need to bet on quantum because they're selling the infrastructure that Quantum can't exist without.”
“Amazon just deployed the world's first GB300 supercluster, which is 4600 Nvidia Blackwell GPUs connected on quantum grade networking.”
“Nvidia reported record revenues of 57 billion for the quarter, which is up 22% quarter-over-quarter and a whopping 62% year-over-year.”
“Nvidia's revenues and earnings per share both grew by more than 60% year-over-year.”
“they have visibility into more than half a trillion dollars in total Blackwell and Reuben revenue for 2025 and 2026 combined.”
“You have the CEO of Nvidia, Jensen Hong, literally saying that no one in the world other than an Elon Musk led team could have built their AI training cluster even close to as quickly.”
“Micron also partners with Nvidia to supply some of the memory and storage that's needed in the data centers optimized for AI.”
“So Nvidia is pulling out of the market. You know the AI data center chips being just completely banned here in China, right? And then also even on consumer grade GPUs, they're also being restricted.”
“the chip giant is in talks to invest up to $30 billion in Open AI as part of that funding round that could value the startup at 730 billion pre money.”
“Nvidia reportedly close to finalizing a $30 billion investment with Open AI as part of its next fundraising round. In return, Open AI will purchase NVIDIA chips for its training and AI models.”
“Nvidia's largest customers are Meta, Microsoft, Amazon and Google and they're spending a combined $650 billion on capex in 2026.”
“Nvidia announced a multi-year agreement with Lumenum earlier this month, including a $2 billion cash investment and a multi-billion dollar purchase agreement for lasers and optical engines.”
“Today, Micron's HBM 3e, their newest high-speed memory, is already shipping in Nvidia's latest AI systems.”
“Nvidia, this is the company at the center of the AI boom. And their CEO's recent $1 trillion announcement may be the clearest sign yet that the next leg higher isn't about hype.”
“Nvidia announced a $20 billion deal to license Gro's technology and hire most of the core engineering team on December 24th, 2025.”
“I honestly think we're going to look back at Nvidia's Grock deal as their most important acquisition since Melanox.”
“In a most recent quarterly update, Nvidia informed investors they generated a gross profit margin approximately 75%.”
“Nvidia has promised the AI powered tool, which will launch in the autumn, will allow games to have photoreal computer graphics.”
“Nvidia said that the tech was the company's most significant breakthrough in computer graphics since it introduced real-time ray tracing in 2018.”
“Nvidia said that the tech was the company's most significant breakthrough in computer graphics since it introduced real-time ray tracing in 2018.”