Nvidia news covering GPUs, AI chips, data center products, gaming graphics, earnings reports, and Nvidia's dominance in AI hardware.
Apple overtook Nvidia to become the world's most valuable company on Friday, with Apple valued at $4.91 trillion and Nvidia at $4.8 trillion. Apple's shares surged 21% since June, driven by the iPhone 17 lineup. Nvidia fell 3.7% on AI competition concerns.
Jensen Huang announced Nvidia will be the first customer for HBM4 memory, needed for next-gen platforms like Vera Rubin. SK Hynix has secured 70% of Nvidia's HBM4 orders.
Palantir Technologies announced a partnership with Nvidia to deploy sovereign AI solutions for government agencies. The collaboration will use Nvidia's open AI model Nemotron within Palantir's platforms, focusing on high-security workloads requiring data control and national sovereignty.
Nvidia has reportedly paused its RTX 50 Super GPU lineup because 3GB GDDR7 memory chips cost triple the price of 2GB modules. Board partners already have the GPUs on hand but were told to halt production. The high cost may force Nvidia to raise MSRP or partners to sell at a loss.
Nvidia CEO Jensen Huang told reporters in Seoul that the sell-off in AI and chip stocks is a discount opportunity, calling AI infrastructure a 'foregone conclusion.' He also announced a multi-year partnership with SK Hynix to design future AI memory chips.
This commentary argues that Nvidia remains the dominant AI chipmaker due to CEO Jensen Huang's strategic foresight, citing early investments in CUDA and networking. It contends that Huang's anticipation of shifts toward inference and agentic AI positions Nvidia for continued growth, making the stock a buy.
This commentary argues that Nvidia's hiring of Microsoft veteran Nick Parker signals a strategic shift from selling AI chips to helping customers deploy AI. It contends that Parker's enterprise experience is well-suited for Nvidia's next growth phase, contrasting with the sales-focused tenure of his predecessor.
NVIDIA announced an expanded partnership with Toyota to supply AI technology for smart cities, traffic intelligence, and vehicle manufacturing. Toyota will use NVIDIA's Omniverse, Isaac robotics, and Nemotron LLMs at Woven City and assembly lines.
Japan announced plans to purchase 27,500 next-generation Nvidia Rubin chips to develop a sovereign AI model for robotics. The initiative, led by Noetra Corp., involves SoftBank, Toyota-backed Preferred Networks, and NEC. Japan aims to reduce dependence on U.S. and Chinese AI systems while leveraging its strength in industrial robotics.
NVIDIA, Noetra Corp., and Japan's METI launched the world's first national AI infrastructure for physical AI, including a Vera Rubin AI factory with 13,750 Vera CPUs and 27,500 Rubin GPUs. The 140-megawatt facility supports Japan's FRONTia Project to develop multimodal foundation models for robotics and digital twins.