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Nvidia Reportedly Agrees $12.9 Billion Deal for Hugging Face

Nvidia is reportedly set to acquire artificial intelligence platform Hugging Face for $12.9 billion, in a deal that would give the world’s leading AI chipmaker a powerful position in the rapidly expanding open-source AI market. The reported transaction, first revealed by The Information and subsequently reported by Reuters, would rank among Nvidia’s largest acquisitions. However, …

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Nvidia’s AI Machine Shows No Sign of Slowing

Nvidia has once again delivered figures that underline just how extraordinary the artificial intelligence boom has become. Its latest results, reported on 26 August, showed second-quarter revenue soaring 106% year-on-year to $96.2 billion, comfortably ahead of Wall Street expectations of around $92.3 billion. Adjusted earnings reached $2.22 a share, also beating forecasts. Data centres The …

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Nvidia’s AI Price Warning: The Cost of the AI Boom Is Rising

Nvidia customers are reportedly being warned that the cost of AI infrastructure could rise sharply, highlighting a new problem for an industry already spending billions to expand computing capacity. According to reports, some of Nvidia’s largest customers have been told that prices for servers containing its artificial intelligence chips could increase by more than 15% …

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Nvidia–Unitree: A BIG Strategic Investment on Physical AI

Nvidia has taken another decisive step into the world of “physical AI” by selecting China’s Unitree as its partner for a new humanoid robotics platform aimed squarely at global research institutions. The collaboration pairs Nvidia’s Jetson Thor hardware — built around the company’s advanced Blackwell GPU — with Unitree’s nearly six‑foot H2 humanoid frame, creating …

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Nvidia’s latest figures continue to shape AI mood – May 2026

Nvidia’s latest figures have once again reshaped the mood of global markets, reinforcing its position as the defining force of the AI investment cycle. The company reported another quarter of exceptional revenue growth, driven by unrelenting demand for its data‑centre GPUs and the rapid rollout of next‑generation Blackwell systems. Elevated expectations Sales and profits both …

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Nvidia hits extraordinary $5 trillion market capitalisation – first company to do so

Nvidia has become the first company in history to reach a $5 trillion market capitalisation, driven by an extraordinary surge in global AI demand. Nvidia’s stock jumped nearly 5% in a single session, lifting its valuation above the $5 trillion threshold and cementing its position as the world’s most valuable company by a wide margin. …

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What’s going on with Nvidia and Wall Street right now? Did the earnings data disappoint?

Nvidia’s earnings didn’t disappoint on the numbers — they were spectacular — but Wall Street was disappointed by the guidance, the pricing signals, and the shift in the AI‑chip cycle, which is why the stock fell despite a blowout quarter. Nvidia’s latest quarterly results were, on the surface, extraordinary. Revenue surged, margins remained enviably high …

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Nvidia Draws a Line Under Its Arm Ambitions with Full Share Sale

Nvidia has formally severed its financial ties with Arm Holdings, selling the final tranche of its shares and closing the book on one of the semiconductor industry’s most ambitious — and ultimately unsuccessful — takeover attempts. Regulatory filings reportedly show the chipmaker disposed of roughly 1.1 million Arm shares during the fourth quarter, a holding …

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Nvidia Q3 results were very strong – but does the AI bubble reside elsewhere – such as with the debt driven AI data centre roll out – and crossover company deals?

Nvidia’s Q3 results show strength, but the real risk of an AI bubble may lie in the debt-fuelled data centre boom and the circular crossover deals between tech giants. Nvidia’s latest quarterly earnings were nothing short of spectacular. Revenue surged to $57 billion, up 62% year-on-year, with net income climbing to nearly $32 billion. The …

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Nvidia’s Latest Financial Results – Q3 2025

Nvidia has once again (unsurprisingly) defied expectations, reporting record-breaking third-quarter results that underscore its dominance in the artificial intelligence chip market. Nvidia’s Latest Financial Results Nvidia announced revenue of $57 billion for the quarter ending 26th October 2025, a 62% increase year-on-year and up 22% from the previous quarter. Net income surged to $31.9 billion, …

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SoftBank exits Nvidia with $5.83 billion stake sale to fund AI ambitions

SoftBank Group has reportedly sold its entire holding of Nvidia shares, cashing in approximately $5.83 billion to fuel its expanding investments in artificial intelligence The Japanese tech conglomerate offloaded 32.1 million shares in October 2025, marking a strategic pivot away from the chipmaker that once anchored its Vision Fund portfolio. The sale coincided with SoftBank’s …

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Nvidia has become the first company in history to surpass a $5 trillion market valuation, marking a seismic shift in global tech leadership

In October 2025, Nvidia’s stock surged past $207 per share, lifting its market capitalisation to $5.06 trillion. Once a niche graphics chip maker, Nvidia now powers the backbone of artificial intelligence worldwide. CEO Jensen Huang confirmed over $500 billion in chip orders and plans for seven U.S. supercomputers. This milestone, reached just three months after …

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Oracle Cloud reportedly to deploy 50,000 AMD AI chips, signalling direct competition with Nvidia

Oracle Bets Big on AMD AI Chips, Challenging Nvidia’s Dominance Oracle Cloud Infrastructure has announced plans to deploy 50,000 AMD Instinct MI450 graphics processors starting in the second half of 2026, marking a bold strategic shift in the AI hardware landscape. The move signals a direct challenge to Nvidia’s long-standing dominance in the data centre …

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Nvidia’s two undisclosed major customers reportedly accounted for 39% of the company’s Q2 revenue

Nvidia revealed in a financial filing (August 2025) that two of its customers accounted for 39% of its revenue in the July 2025 quarter, sparking concerns about the concentration of its client base. According to the company’s second-quarter filing with the Securities and Exchange Commission, ‘Customer A’ accounted for 23% of total revenue, while ‘Customer …

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S&P 500 hits new record high — fueled by continued AI optimism and Nvidia anticipation: are we in AI bubble territory?

The S&P 500 closed at a fresh all-time high of 6,481.40, on 27th August 2025, marking a milestone driven largely by investor enthusiasm around artificial intelligence and anticipation of Nvidia’s earnings report. This marks the index’s highest closing level ever, surpassing its previous record from 14th August 2025. Here’s what powered the rally Even with …

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Is Wall Street more fixated on Nvidia’s success than the potential failure of the Fed – the Fed needs to maintain independence?

As Nvidia prepares to unveil another round of blockbuster earnings, Wall Street’s gaze remains firmly fixed on the AI darling’s ascent. The company has become a proxy for the entire tech sector’s hopes, its valuation ballooning on the back of generative AI hype and data centre demand. Traders, analysts, and even pension funds are treating …

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China reportedly concerned about security of Nvidia AI chips

China has reportedly voiced concerns about the security implications of Nvidia’s cutting-edge artificial intelligence chips, deepening the tech cold war between Beijing and Washington. The caution follows increasing scrutiny of semiconductors used in defence, infrastructure, and digital surveillance systems—sectors where AI accelerators play an outsized role. While no official ban has been announced, sources suggest …

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Microsoft joins Nvidia in the $4 trillion Market Cap club

In a landmark moment for the tech industry, Microsoft has officially joined Nvidia in the exclusive $4 trillion market capitalisation club, following a surge in its share price after stellar Q4 earnings. This accolade achieved on 31st July 2025 marks a dramatic shift in the hierarchy of global tech giants, with Microsoft briefly overtaking Nvidia …

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NVIDIA Hits $4 trillion market cap as AI dominance drives market surge

In a historic moment for global markets, NVIDIA has become the first publicly traded company to reach a staggering $4 trillion market capitalisation, underscoring its pivotal role in the artificial intelligence revolution. The chipmaker’s shares climbed to an all-time high of $164 this week, fuelled by relentless investor enthusiasm for AI technologies. Originally known for …

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Nvidia regains top spot by market cap

Nvidia has once again claimed the title of the world’s most valuable publicly traded company, overtaking Microsoft with a staggering market capitalisation of $3.76 trillion. This milestone follows a 4% surge in Nvidia’s share price, closing at an all-time high of $154.10. The rally was fuelled by renewed investor enthusiasm for artificial intelligence. Analysts citing …

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AMD Unveils Instinct MI400: is it time for AMD to challenge NVIDIA dominance?

AMD has officially lifted the curtain on its next-generation AI chip, the Instinct MI400, marking a significant escalation in the battle for data centre dominance. Set to launch in 2026, the MI400 is designed to power hyperscale AI workloads with unprecedented efficiency and performance. Sam Altman and OpenAI have played a surprisingly hands-on role in …

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Saudi Arabia to acquire 18000 Nvidia AI chips with more to follow

Saudi Arabia is making bold moves in artificial intelligence with a major acquisition from Nvidia. The tech giant will be sending more than 18,000 of its latest GB300 Blackwell AI chips to Saudi-based company Humain, in a deal that marks a significant step toward the nation’s ambitions to become a global AI powerhouse. The announcement …

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Nvidia sales grow 78% on AI demand – gives strong guidance

Nvidia recently reported its Q4 results, showcasing impressive growth driven by strong demand for AI technology. The company achieved a record quarterly revenue of $39.3 billion, marking a 78% increase from the previous year. This growth was primarily fuelled by the success of Nvidia’s Blackwell AI supercomputers, which saw billions of dollars in sales in …

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Is Nvidia share price at risk as DeepSeek creates an alternative lower cost AI direction?

Nvidia’s share price has been on a rollercoaster ride recently. After experiencing a significant drop due to concerns over the Chinese startup DeepSeek’s AI models, Nvidia’s stock saw a sharp recovery. On Tuesday 28th January 2025 Nvidia shares ended 8.82% higher at $128.86 on Nasdaq, following a 17% drop the previous day. However, there are …

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Investors poured money into leveraged ETFs linked to Nvidia – then the stock crashed!

Single-stock ETFs betting heavily on Nvidia’s blistering rally plunged, tracking losses in the AI chip makers shares, calling into question the reliability of the leveraged investment strategy. The GraniteShares 2x Long NVDA Daily ETF (NVDL) fell nearly 34% overnight. The Direxion Daily NVDA Bull 2x Shares ETF (NVDU) and T-Rex 2X Long Nvidia Daily Target ETF (NVDX) plunged 33.8% and 33.77% respectively. All …

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