- SpaceX will use Nvidia Blackwell chips exclusively for its AI compute; announcement names NVIDIA Corporation (NVDA) as the chip supplier, signaling higher demand for NVDA hardware among AI players.
- NVIDIA (NVDA) is reportedly arranging a massive financing guarantee to support OpenAI’s Ohio data center lease, aiming to secure project financing and bolster long-term demand for its AI processors.
- NVIDIA supplied Blackwell HGX B200 GPUs and Quantum‑2 InfiniBand to Corvex for liquid‑cooled AI clusters. Initial deliveries in Q1 2026; remaining capacity set for Q2–Q3 2026; full run‑rate mid‑Q3.
- SpaceX will use NVIDIA’s Vera Rubin for AI workloads; mentions NVDA as the vendor. Traders note this signals demand for NVIDIA AI chips and potential revenue upside.
- NVIDIA (NVDA) launched Alpamayo 2 Super for commercial use in robotaxis and autonomous vehicles, targeting AV deployments and robotic applications with a frontier open model for self‑driving systems.
- NVIDIA (NVDA) trades at ~18.9x forward P/E versus ~20x for S&P 500 and much lower than Intel (50.4x) and AMD (43x); Raymond James links NVDA discount to momentum and scarcity trades.
- NVIDIA Corporation (NVDA) and Dell participated as backers in Volta, an AI cloud startup, which Bloomberg News reported was valued at $2.4 billion.
- NVIDIA (NVDA) is testing lower-capacity, simpler memory options for its Rubin Ultra AI chip amid a memory shortage; no final decision has been made on adopting reduced memory configurations.
- NVIDIA CEO Jensen Huang said a 1-GW AI data center may cost $80–100B, with very long payback, and slower hyperscaler data-center capex could affect NVIDIA (NVDA).
- DDN and NVIDIA (NVDA) partner to enable GPU-initiated data access, combining NVIDIA GPUs with DDN storage to boost data throughput and reduce latency for AI training and inference workloads.
This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original sources.