• NVIDIA unveiled the Vera data‑center CPU, its first in‑house core server CPU. Shipments to customers including OpenAI, Anthropic and SpaceX start in June to relieve AI compute bottlenecks.
  • NVIDIA says its latest chips are now shipping to customers, confirming deliveries amid sustained AI demand and ongoing product rollouts for NVDA traders to monitor.
  • Wistron opened a $700M, 324,000 sq ft Fort Worth fab to begin U.S. mass production of NVIDIA GB300 Grace Blackwell Ultra and next-gen Vera Rubin superchips, boosting NVDA supply chain capacity.
  • NVIDIA invested in cloud AI firm Nebius, supplying GPUs and support. Nebius’s growing customer base and large commitments, including from Meta, could boost demand for NVIDIA chips.
  • Noetra to buy 27,500 Nvidia GPUs for AI/robotics infrastructure; project backed by Japanese government, SoftBank, Honda and Sony, construction set for 2027, operations in 2028.
  • NVIDIA shares rose ~1% in early trading as AI chips stay in focus. Analyst says NVDA could lead AI hardware and drive Blackwell/Rubin revenue past $1T by end-2027.
  • NVIDIA backed major AI funding this year, contributing roughly $30 billion to OpenAI’s recent round and participating in Anthropic’s $30 billion equity raise—key signals for NVDA investor interest.
  • NZS Growth Equity Strategy raised its NVIDIA (NVDA) stake, listing NVDA as a high-conviction holding after increasing position size while trimming other legacy names to option-sized bets.