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Nvidia is a key beneficiary of artificial intelligence (AI) spending. Many of Nvidia's peers are the ones spending big.
Nvidia and a coalition of global telecom operators and infrastructure vendors announced a strategic commitment at the Mobile World Congress to build the next generation of wireless networks, 6G, on platforms that are open, secure and AI-native, signaling a shift in how future connectivity will be architected and deployed worldwide.
Tech companies with Middle East operations have scrambled to respond as fighting rippled across the region following the U.S.-Israeli military campaign against Iran. Nvidia temporarily closed its Dubai office, while Amazon shuttered all its corporate offices in the Middle East.
Broadcom has a unique niche as it relates to AI chips and silicon networking, but Nvidia has the broader reach and the same hyperscale customers.
Nvidia has an underappreciated advantage as it looks to fend off rivals in the increasingly competitive chip market.
Nvidia Corporation is now a critical strategic asset as global AI infrastructure becomes essential amid rising geopolitical tensions. Not only did the company deliver a blowout quarter, but it also regained its leadership in terms of efficiency. Despite risks from competition and macro headwinds, NVDA remains undervalued on forward PE/PEG.
Microsoft and Amazon may not be sells anymore. Nvidia is still an obvious buy.
Nvidia is a compelling value based on its earnings, free cash flow, and growth rate. Blackwell and Rubin will provide the backbone of agentic artificial intelligence (AI) compute demands.
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Encrypted NVIDIA NVSwitch and NVIDIA NVLink fabric protect data in use at runtime, with CPU and GPU remote attestation Near native performance enables secure AI without compromising production scale ARLINGTON, Va., March 3, 2026 /PRNewswire/ -- Corvex, Inc., an AI cloud computing company specializing in GPU-accelerated infrastructure for AI workloads, today announced it has completed and verified the production deployment of confidential computing on NVIDIA HGX B200 systems.
One has superior long-term returns, while the other is more diversified.
Nvidia continues to blow expectations away. Microsoft stock has rarely been this cheap on an earnings basis in recent years.
Nvidia will invest $2 billion in the photonics firm Coherent as the AI leader bets on continued demand for advanced optical components used in data centers. Coherent CEO Jim Anderson speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
Nvidia will hold its GPU Technology Conference, or GTC, on March 16-19. CEO Jensen Huang has promised some surprises for this year's event.
Nvidia, the one-time poster child of the AI craze, is poised to regain some of its magic, according to some experts.
Look for stocks and commodities that moved "too far, too fast," says Jessica Inskip (@jessicainskip), as they can provide trading opportunities in volatile markets like the one we're currently experiencing. She later highlights her Big 3 in Fastenal (FAST), Nvidia (NVDA), and Alphabet (GOOGL) to explain her bullish expectations in each.
Nvidia's GPUs are still in high demand from AI developers. Nvdia's earnings results blew past analyst expectations on the top and bottom lines in the fourth quarter.
Major stock indexes plummeted Tuesday, with the Dow Jones Industrial Average shedding 850 points, as the conflict in the Middle East escalated. Meanwhile, oil futures soared for a second straight day.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) may be about to remind the AI world who still runs the show.
US officials are weighing tighter guardrails on Nvidia (NVDA) as the company attempts to reengage with China's AI market, with the Trump administration discussi