NVIDIA (NASDAQ:NVDA) is reshaping its AI-era growth: booming fiscal revenue and data-center gains, new cloud and revenue-share programs, supplier and memory deals to accelerate GPU deliveries, executive transitions and notable insider/short activity as markets eye forward chip cycles.

Previous Week Recap

  • Parker Named EVP Of NVIDIA: NVIDIA named Nicholas Parker EVP, Worldwide Field Operations, succeeding Ajay K. Puri, who will retire when Parker assumes the role.
  • NVIDIA Revenue Beats, Analysts Targets: NVIDIA fiscal revenue $81.6B (+85% Y/Y); data‑center $75.2B (+92% Y/Y). Analysts set targets in low $300s. Traders watch forward chip cycle as next key catalyst ahead of July earnings.
  • AI Cloud Revenue-Share Program: NVIDIA launched a revenue-share and credit program for AI cloud providers. Partners include Sharon AI (up to 40,000 GPUs) and Firmus (data center scaling to 170,000 GPUs; deliveries 2027–2028).
  • Michael Burry Shorts NVDA Position: Investor Michael Burry disclosed a new short position in NVIDIA (NVDA), opened at $198.09 on June 30; disclosure also noted shorts in Applied Materials and SOXX amid AI chip rally.
  • NVIDIA Insider Stock Sales: Insider activity in NVIDIA: EVP Ajay Puri and CFO Colette Kress sold shares this year; CEO Jensen Huang sold about $1B of NVDA stock between June and November last year.
  • NVIDIA Secures Memory Deals: NVIDIA secures multi-year memory deals and invests in key suppliers while coordinating with TSMC to meet manufacturing needs and U.S. investment conditions to support chip production.
  • H2 Data-Center Revenue Outlook: NVIDIA's fiscal 2027 H2 data-center revenue may run ~20% above consensus as improved HBM4 memory and wafer supply could speed Vera Rubin shipments to major cloud customers this fall.
  • NVIDIA, Micron Drive Profit Growth: NVIDIA (NVDA) and Micron drive about 40% of expected profit growth for the chip and tech equipment sector heading into Q2 earnings; NVIDIA is a major contributor to the sector’s projected gains.
  • NVDA Near 10-Year P/E Low: HSBC strategists reported that Nvidia (NVDA) is trading at just below 20 times forward earnings, marking a 10-year low for its 12-month forward price-to-earnings ratio.
  • NVIDIA Shifts To Recurring Fees: NVIDIA launched a service offering faster access to accelerated computing by removing upfront site, power, construction and hardware setup, shifting revenue toward recurring, usage-based fees.

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