2026-08-15
NVIDIA Teams Up with Giants to Raise 500 Billion
NVIDIA joins industry giants to launch a $500 billion financing plan aimed at accelerating the expansion of AI infrastructure. This move highlights the surge in demand for computing power, with the substantial funds supporting the construction of data centers worldwide to strengthen its dominance in the AI ecosystem.
2026-08-14
NVIDIA Feynman platform to go into mass production in 2028
NVIDIA announced that the Feynman platform is expected to enter mass production in 2028. This move represents a significant advancement in its AI infrastructure strategy, which will greatly enhance computing power capabilities and solidify its long-term leadership in high-performance computing.
2026-08-13
CoreWeave extends lease for A100 until 2029
CoreWeave announced an extension of the leasing period for NVIDIA A100 chips until 2029. This move reflects continued strong demand for AI computing power, as securing computing resources over the long term underscores the stickiness of the NVIDIA ecosystem and counters concerns about its overvalued valuation.
2026-08-12
Burry increases short position in Nvidia
Well-known investor Michael Burry further increased his short positions in Nvidia and semiconductor ETFs on August 12. This move heightened concerns about an AI bubble, standing in sharp contrast to Nvidia’s pursuit of massive funding and highlighting the divisions between bulls and bears.
2026-08-11
NVIDIA Teams Up to Drive $500 Billion in AI Financing
NVIDIA, together with Wall Street firms such as BlackRock, is advancing an AI infrastructure financing plan worth $500 billion. This move aims to address the high capital requirements for building AI computing capabilities by creating dedicated funding pools, and it represents a milestone for the expansion of the global AI ecosystem.
2026-08-10
NVIDIA Vera Rubin’s memory cost accounts for 62%
Memory costs account for about 62% of the BOM for NVIDIA’s Vera Rubin chips, highlighting the growing storage bottleneck in AI computing power. This structural change forces the industry to reassess its priorities in hardware investment, having a profound impact on supply chain and data center construction strategies.
2026-08-07
NVIDIA plans to cut usage of Rubin Ultra HBM
NVIDIA plans to reduce the high-bandwidth memory usage of the Rubin Ultra GPU. This move aims to optimize the cost and energy efficiency of the next generation of AI chips, reflecting its strategic shift in the AI ecosystem from simply maximizing specifications to focusing on refined design.
2026-08-06
NVIDIA partners with Jiasun to develop 6G base stations
NVIDIA and Shenzhen Jiasun have established an AI-RAN technology working group to jointly develop 6G AI-RAN base stations. This move signifies NVIDIA’s integration of AI computing power into communication infrastructure, accelerating its development of the next-generation 6G network ecosystem and strengthening its monopoly position in the AI hardware sector.
2026-08-05
SpaceX uses NVIDIA technology across the board
SpaceX announced that it will rely entirely on NVIDIA to develop the Starmind satellite computing payload through a partnership between the two companies. This move marks NVIDIA’s computing power extending into space infrastructure, significantly expanding the applications of AI hardware in the aerospace field.
2026-08-04
NVIDIA Vera’s storage performance improved by 3.67 times
NVIDIA Vera storage benchmark tests show a 3.67-fold improvement in CRC performance, validating the breakthrough of its next-generation architecture in AI data processing and providing critical performance support for the implementation of technologies following a $10 billion investment.
2026-08-03
Morgan says the Nasdaq rebound may continue until Nvidia reports earnings
Morgan Stanley analysts predict that the rebound in the Nasdaq index is likely to continue until NVIDIA releases its earnings report. This view provides short-term optimism for the market, highlighting the crucial role of NVIDIA’s earnings report as a barometer for tech stock trends.
2026-08-02
NVIDIA delivers the standard version of Rubin Ultra
NVIDIA has officially delivered the standard version of the Rubin Ultra. Although the specifications for the Ultra version are still pending, this move marks an acceleration in the mass production of the next generation of AI chips, laying the hardware foundation for subsequent ecosystem deployments.
2026-08-01
Jensen Huang says now is the best time to start a business
Jensen Huang publicly stated that the current time represents the best opportunity for entrepreneurship in history. Coupled with a $10 billion investment in AI giants, these efforts aim to accelerate the reshaping of the global AI industry landscape through both capital and ecosystem-driven approaches, thereby boosting market confidence.
2026-07-31
Morningstar raises NVIDIA target price to $280
Morningstar raised its target price for NVIDIA to $280, reflecting institutional recognition of the long-term value of its AI ecosystem. Despite competition from Google’s TPU and increased short selling, analysts remain optimistic about its fundamentals, boosting market confidence.
2026-07-30
Trump praises NVIDIA chips
Trump publicly praised Jensen Huang and NVIDIA’s chip technology. This move provides political backing, boosts market confidence in NVIDIA’s leadership in AI infrastructure, and is positive for stock price expectations.
2026-07-29
NVIDIA plans to produce 50 billion products in the U.S. over four years
NVIDIA announced plans to produce $50 billion worth of technology products in the U.S. over four years. This move is aimed at responding to U.S. policies to bring manufacturing back home, by expanding domestic production capacity to strengthen its AI ecosystem, enhance supply chain security, and solidify its leadership in global AI hardware.
2026-07-28
NVIDIA’s Strategy in Quantum AI and Data Centers
NVIDIA releases a 31 billion-parameter quantum AI model, invests billions in SSI, and plans an AI data center worth $500 billion. These moves show that, with Apple’s market value surpassing its own, it is accelerating its efforts to solidify its leadership in AI through quantum computing and infrastructure.
2026-07-27
Apple’s market value exceeds NVIDIA’s for the first time
Apple’s market value has officially surpassed Nvidia to become the world’s most valuable company, signaling a shift in dominance among tech stocks. Despite Nvidia’s plan to provide $25 billion in funding for OpenAI, market sentiment has turned toward Apple, reflecting investors’ preference for the stability of its hardware ecosystem.
2026-07-26
Big bear Burry increases Nvidia bearish bets
Well-known investor Burry increased his short positions in chip stocks such as Nvidia and Micron despite Apple’s market value reaching new highs. This move suggests market concerns over a valuation bubble in AI hardware, which could lead to further volatility in tech stocks.
2026-07-25
NVIDIA and SK sign $500 billion AI deal
NVIDIA and SK Group have reached an AI partnership worth over $500 billion, along with an investment of $1 billion in NAVER. This move marks NVIDIA’s use of substantial capital to tie itself to a South Korean giant, further solidifying its monopoly in Asia’s AI infrastructure sector.
2026-07-24
Apple’s market value exceeds NVIDIA’s to take the lead
Apple’s market value has officially surpassed Nvidia’s, making it the most valuable company in the world. Analysts suggest that AI programming is diminishing CUDA’s advantages, and this shift signals a change in dominance among tech giants, prompting the market to reevaluate the valuation logic for AI hardware.
2026-07-23
Analysts say China’s open-source AI strengthens NVIDIA’s monopoly
Analysts point out that the prosperity of China’s open-source AI ecosystem has, in the short term, actually strengthened NVIDIA’s market monopoly. This view reveals the underlying logic behind the global reliance on AI infrastructure, indicating that even amid the wave of open source, the trend toward centralized computing hardware remains difficult to reverse.
2026-07-22
Noetra Secures 380 Billion Yen to Purchase NVIDIA Chips
Japanese company Noetra has received 380 billion yen in funding and plans to purchase 27,500 NVIDIA chips. This move reflects strong demand for AI computing power, as NVIDIA’s high-end hardware continues to see widespread commercial adoption in the Asian market.
2026-07-21
NVIDIA delivers Vera Rubin chips
NVIDIA delivered Vera Rubin architecture chips and AI-specific CPUs to its key customers, and released the Spectrum-6 switching system with doubled capacity to 102.4 Tbps, marking the official commercial deployment of its next-generation AI computing infrastructure.
2026-07-20
G42 removes Huawei devices to gain access to NVIDIA chips
UAE’s G42 removes $150 million worth of Huawei equipment in exchange for the right to purchase NVIDIA chips. This move marks NVIDIA’s use of geopolitical tactics to strengthen its ecosystem barriers, ensure hardware compliance among key customers, and solidify its monopoly in global AI infrastructure.
2026-07-17
NVIDIA invests $196 million in Revolut
NVIDIA is reportedly investing around $196 million in digital bank Revolut, a move that signals its accelerated push into the AI finance ecosystem. By establishing capital ties with key application-layer partners, it aims to strengthen its core position in the AI industry chain.
2026-07-16
NVIDIA H200 shipments to China begin
NVIDIA’s H200 chips have officially begun shipping to China, a move aimed at addressing the computing power shortage faced by Chinese customers due to compliance restrictions. Although Jensen Huang denied delays in the delivery of the new chips, the shipment of H200s represents a significant step for NVIDIA in maintaining its market share in this restricted market.
2026-07-15
Kalshi goes live with NVIDIA GPU forecasting
Prediction platform Kalshi has launched a price prediction market for three NVIDIA GPUs. This move brings transparency to chip pricing, providing investors with hedging tools and reflecting the market’s high interest in the supply and demand as well as price fluctuations of AI hardware.
2026-07-14
SK Hynix Begins Mass Production and Delivery of HBM4
SK Hynix has started mass production of 12-layer HBM4 and is delivering it in bulk to NVIDIA, marking the official deployment of core memory for the next generation of AI chips. This move addresses computational bottlenecks and strengthens NVIDIA’s supply chain advantages in the high-end AI hardware market.
2026-07-13
Google’s TPU sales weaken NVIDIA’s monopoly
Google is selling TPUs to emerging cloud providers in an effort to break NVIDIA’s monopoly in the AI chip market. This move intensifies the competition for computing power, potentially weakening NVIDIA’s market dominance and leading to changes in the industry landscape.
2026-07-12
NVIDIA Abandons TSMC for Tower Silicon Photonics
NVIDIA has abandoned TSMC’s COUPE solution in favor of the Tower silicon photonics platform. This move represents a significant shift in the packaging technology approach for AI chips, aiming to overcome bandwidth limitations through silicon photonics and accelerate the development of the next generation of AI ecosystems.
2026-07-11
Giant Whale allocates $20 million to go long on NVIDIA
After suffering a loss of $4.4 million, a large investor deployed $20 million in a 3x leveraged long position in Nvidia. This move demonstrates strong confidence among major investors in this AI leader; despite rumors of delays in the Rubin architecture disrupting the market, capital flows still indicate bullish expectations.
2026-07-10
NVIDIA Invests $100 Million in Gradium
NVIDIA participated in Gradium, a voice AI startup,’s $100 million seed funding round. This move shows that NVIDIA is expanding from hardware to the AI application layer, using financial ties to accelerate the creation of a complete AI ecosystem encompassing voice interactions.
2026-07-09
Bank of America says NVIDIA’s valuation hits 11-year low
Bank of America notes that Nvidia’s expected price-earnings ratio is expected to drop to a 7-year low, with its overall valuation at its lowest level in 11 years. Despite this valuation correction, Bank of America reaffirms its bullish rating, suggesting that current prices offer long-term investment value.
2026-07-08
Perplexity purchases Vera CPU
Perplexity confirms purchase of NVIDIA Vera CPUs, boosting AI processing efficiency by 1.5 times. This move demonstrates NVIDIA’s ability to commercialize new hardware, reinforcing its core position in the AI computing ecosystem.
2026-07-07
NVIDIA denies delays in chip deliveries
NVIDIA officially denied rumors of delays in the delivery of its AI chips, emphasizing that its product roadmap is on track. This move is aimed at alleviating market concerns over supply chain disruptions and boosting investors’ confidence that the next generation of computing infrastructure will be delivered as scheduled.
2026-07-06
NVIDIA Kyber delayed to 2028
NVIDIA announced a delay in the launch of the Kyber NVL144 to 2028 and scaled back its Rubin roadmap. This move reflects a slowdown in demand for AI computing power, with market concerns over the efficiency of giants’ capital spending putting short-term pressure on supply chains and stock prices.
2026-07-03
NVIDIA backs Micron to steal market share from Broadcom
Serenity believes that NVIDIA is secretly supporting competitors such as Mellanox in an effort to erode Broadcom’s share of the ASIC market. This move signifies NVIDIA’s shift from competing based on computing power shares to pursuing exclusive competition within its ecosystem, reshaping the AI chip supply chain by backing its allies.
2026-07-02
NVIDIA’s computing power conversion mode
NVIDIA has launched the AI Compute Partner Program, offering revenue sharing in exchange for computing power, and has open-sourced the TwoTower architecture to achieve 2.4x acceleration. This move deepens NVIDIA’s integration into the AI ecosystem, shifting from simply selling hardware to sharing profits and thereby strengthening its dominant position in the industry.
2026-07-01
Michael Berry is bearish on Nvidia
Well-known investor Michael Burry made his first bear call on Caterpillar and, unusually, on Nvidia as well. This move sent shockwaves through the market; as a leader in AI computing power, Nvidia facing bear calls from top hedge funds may indicate risks of valuation bubbles or short-term downward pressure in the industry.
2026-06-30
Claude model deployed on Azure NVIDIA GB300
The Anthropic Claude series of models have been officially integrated into Microsoft Azure’s NVIDIA GB300 platform. This move signifies a deep integration of top-tier AI models with the latest computing hardware, which will significantly reduce inference latency and improve the performance of enterprise-level AI applications.
2026-06-29
Hive issues 100 million in bonds to deploy 10,000 cards
Hive issues $100 million in bonds and deploys 10,000 NVIDIA GPUs, highlighting the enthusiasm for financing AI infrastructure. This move shows that despite rising computing costs, companies are still using debt financing to accelerate hardware expansion and advance the NVIDIA ecosystem.
2026-06-27
Amazon raises NVIDIA computing power prices by 20%
Amazon announced a 20% increase in prices for NVIDIA computing services. This move reflects the surge in demand for AI infrastructure, with cloud providers raising prices to cover costs, indicating that computing resources are becoming increasingly scarce and will drive up development costs for downstream AI applications.
2026-06-26
Intel reaches first place in Russell 1000 weightings
NVIDIA has replaced Apple as the largest constituent in the Russell 1000 index, underscoring its absolute dominance in the AI ecosystem. This milestone marks a reshaping of the tech giant landscape, with capital investment in AI infrastructure now exceeding that in consumer electronics.
2026-06-25
NVIDIA Vera CPU mass production
NVIDIA’s Vera CPU is now in full mass production, with Jensen Huang announcing the arrival of the era of intelligent agents. This move marks a new phase for AI computing infrastructure, providing the essential hardware support for large-scale deployment of autonomous agents and strengthening its dominant position in the ecosystem.
2026-06-23
NVIDIA’s $25 billion bond issuance sees fierce demand
Nvidia’s $25 billion bond issuance was eagerly sought after by the market, highlighting the strong recognition of its dominant position in the AI ecosystem and reflecting investors’ strong confidence in the ongoing surge in demand for AI computing power.
2026-06-22
NVIDIA releases Vera Rubin platform
NVIDIA introduces the Vera Rubin platform, delivering 7 exaflops of computing power per rack and setting a new industry performance record. This move aims to accelerate AI model training through extreme computing density, thereby solidifying its absolute leadership in high-end AI infrastructure.
2026-06-20
NVIDIA issues $20 billion in bonds
NVIDIA announced the issuance of $20 billion in bonds to fund the expansion of its AI infrastructure. This move demonstrates its commitment to accelerating the development of its ecosystem, while also driving miners to transition and boost computing power supply.
2026-06-19
Google develops its own AI chips by learning from NVIDIA’s experience
Google draws on NVIDIA’s ecosystem experience to accelerate development of its own AI chips. This move marks a shift by the tech giant from simply purchasing chips to developing them in-house, aiming to reduce dependence on NVIDIA and reshape the landscape of AI computing power supply chains.
2026-06-18
Probability of SpaceX overtaking NVIDIA rises to 41%
Options market data shows that the probability of SpaceX’s market value exceeding NVIDIA’s by the end of 2028 has risen to 41%. This change reflects investors’ concerns over the monopoly landscape in AI hardware, suggesting that the competitive landscape among tech giants is at risk of undergoing significant restructuring.
2026-06-17
HPE partners with NVIDIA to boost efficiency by 20%
HPE deepens partnership with NVIDIA to boost private cloud AI performance by 20%. This move enhances the competitiveness of enterprise-grade AI infrastructure, accelerates private cloud deployment, and expands key use cases for NVIDIA’s ecosystem.
2026-06-16
NVIDIA issues $85 billion in bonds
Nvidia’s bond issuance demand reached $85 billion, far exceeding the $20 billion target. The substantial funds will accelerate Bitcoin miners’ transition to AI, reflecting strong market confidence in AI infrastructure.
2026-06-15
NVIDIA plans to issue $20 billion in bonds
NVIDIA filed a request with the SEC to issue over $20 billion in senior bonds. This move aims to secure long-term funding with an AA rating to provide critical financial support for building AI infrastructure.
2026-06-13
SharonAI and NVIDIA collaborate to build a data center
Sharon AI announced a partnership with NVIDIA to build a 72MW data center. This move signifies NVIDIA’s strong presence in the AI infrastructure sector, as it leverages computing power to accelerate the deployment of AI applications and reinforce its core role in the AI industry chain.
2026-06-12
Binance launches NVIDIA tokenized stocks
Binance announced the launch of 5 tokenized stocks, including those of NVIDIA, with a 1:1 peg. This move brings assets from traditional tech giants into the crypto market, providing investors with 24/7 trading options and further enhancing the integration of assets between traditional finance and Web3.
2026-06-10
NVIDIA CPO mass production may be delayed until 2028
A Semianalysis report suggests that the mass production of Nvidia’s CPO could be delayed until 2028, triggering supply chain tensions and a reshaping of valuations. This delay in the technology timeline will affect the efficiency of interconnections in AI data centers, intensifying concerns in the market about Nvidia’s future revenue growth trajectory.
2026-06-09
NVIDIA evaluates Intel’s 18A process
NVIDIA is evaluating Intel’s 18A process, and Google is also considering having it manufactured. Driven by this news, NVIDIA’s shares rose by over 14% before the market opened. This move breaks the reliance on a single supply chain and introduces new variables into AI chip manufacturing, triggering a strong reaction in the market.
2026-06-08
Jensen Huang visits South Korea to deepen AI cooperation
Jensen Huang is visiting South Korea, where he plans to meet with senior executives from companies such as Samsung and LG next Monday. This move aims to deepen cooperation in the semiconductor supply chain, strengthen NVIDIA’s core position in the AI hardware ecosystem, and accelerate the implementation of new technologies.
2026-06-07
NVIDIA’s Silicon Photonics Mass Production and Expansion of AI Ecosystem
NVIDIA advances the mass production of silicon photonics chips and deepens its AI ecosystem strategy. This move aims to overcome bandwidth limitations, strengthen its hardware advantages in high-performance computing, and enhance its dominance over global AI infrastructure.
2026-06-05
NVIDIA Acquires Kumo AI for $400 Million
NVIDIA spent over $400 million to acquire Kumo AI, aiming to strengthen its AI infrastructure ecosystem. This move signifies its deep integration into the computing power supply chain and helps solidify its dominance in hardware for generative AI.
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