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Bartlett & CO. Wealth Management LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 1.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,208,102 shares of the computer hardware maker’s stock after purchasing an additional 18,051 shares during the quarter. NVIDIA accounts for approximately 3.0% of Bartlett & CO. Wealth Management LLC’s holdings, making the stock its 6th largest holding. Bartlett & CO. Wealth Management LLC’s holdings in NVIDIA were worth $241,730,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Defender Capital LLC. grew its position in NVIDIA by 0.7% in the second quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker’s stock valued at $1,507,000 after purchasing an additional 50 shares in the last quarter. Kooman & Associates grew its holdings in shares of NVIDIA by 0.6% in the 2nd quarter. Kooman & Associates now owns 8,464 shares of the computer hardware maker’s stock valued at $1,694,000 after acquiring an additional 50 shares in the last quarter. Roof Eidam Maycock Peralta LLC increased its position in shares of NVIDIA by 0.3% in the second quarter. Roof Eidam Maycock Peralta LLC now owns 18,827 shares of the computer hardware maker’s stock valued at $3,767,000 after acquiring an additional 50 shares during the last quarter. Spectrum Financial Alliance Ltd LLC increased its position in shares of NVIDIA by 3.8% in the first quarter. Spectrum Financial Alliance Ltd LLC now owns 1,395 shares of the computer hardware maker’s stock valued at $243,000 after acquiring an additional 51 shares during the last quarter. Finally, PFS Partners LLC raised its holdings in NVIDIA by 1.2% during the second quarter. PFS Partners LLC now owns 4,375 shares of the computer hardware maker’s stock worth $875,000 after acquiring an additional 51 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors.

NVIDIA News Roundup Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: CEO Jensen Huang said NVIDIA expects to sell roughly twice as many chips next year, reinforcing the view that hyperscaler and enterprise AI demand is not slowing. The comments directly counter concerns that the AI investment cycle is approaching a peak. Jensen Huang says Nvidia will sell twice as many chips next year Positive Sentiment: Customer and ecosystem activity provided additional validation: CoreWeave deployed multi-rack NVIDIA Vera Rubin clusters, while ASUS and Poesis demonstrated autonomous trading agents running locally on NVIDIA-powered systems. These developments expand demand beyond traditional model training into cloud computing, enterprise AI and agentic applications. CoreWeave Boosts Agentic AI With Multi-Rack NVIDIA Vera Rubin Clusters Positive Sentiment: NVIDIA’s work with IonQ and Oak Ridge National Laboratory showed generative AI reducing quantum-circuit compilation time from about 11 minutes to 28 seconds. The project highlights CUDA-Q and NVIDIA GPUs as an infrastructure layer for future hybrid quantum-classical computing. IonQ and NVIDIA Just Cracked a Major Quantum Computing Bottleneck Positive Sentiment: Reports that Apple is discussing NVIDIA high-speed networking for potential M8 Ultra-based servers suggest NVIDIA can benefit even when customers develop their own AI processors. This supports the company’s strategy of monetizing networking and data-center connectivity in addition to GPUs. Apple Is Quietly Building an AI Advantage Few Expected Neutral Sentiment: Shares also benefited from a broader semiconductor and Nasdaq rebound, with AMD and Broadcom among the stronger chip-sector performers. This improves near-term sentiment but is less specific to NVIDIA’s fundamentals. AMD Jumps as Semiconductor Rebound Reaches a Third Session Negative Sentiment: Huawei plans to launch two Ascend 960 AI chips in 2027, signaling intensifying competition and potential geopolitical pressure in China. Investors are also monitoring rising memory costs, which could weigh on NVIDIA’s gross margins as demand scales. Huawei Sets 2027 AI Chip Launches to Challenge Nvidia Insider Activity at NVIDIA In other NVIDIA news, Director Mark A. Stevens sold 622,239 shares of the business’s stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the completion of the transaction, the director owned 2,336,531 shares of the company’s stock, valued at approximately $541,187,310.22. The trade was a 21.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy S. Teter sold 30,000 shares of the business’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the sale, the executive vice president directly owned 2,687,660 shares in the company, valued at approximately $585,587,360.80. The trade was a 1.10% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,700,740 shares of company stock worth $385,015,077 in the last quarter. 3.94% of the stock is currently owned by company insiders. NVIDIA Stock Performance NASDAQ NVDA opened at $219.34 on Friday. The firm has a 50-day moving average price of $214.43 and a two-hundred day moving average price of $204.16. NVIDIA Corporation has a 12-month low of $164.27 and a 12-month high of $236.54. The company has a market capitalization of $5.29 trillion, a P/E ratio of 27.73, a P/E/G ratio of 1.68 and a beta of 2.22. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, topping the consensus estimate of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The company had revenue of $96.22 billion for the quarter, compared to analysts’ expectations of $92.27 billion. During the same period last year, the firm earned $1.05 earnings per share. The business’s revenue for the quarter was up 105.9% on a year-over-year basis. Analysts anticipate that NVIDIA Corporation will post 9.12 earnings per share for the current year.

NVIDIA Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be given a dividend of $0.25 per share. The ex-dividend date is Thursday, September 10th. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. NVIDIA’s dividend payout ratio (DPR) is currently 12.64%.

Analyst Upgrades and Downgrades A number of brokerages recently weighed in on NVDA. The Goldman Sachs Group restated a “buy” rating on shares of NVIDIA in a report on Thursday, September 10th. President Capital raised their target price on shares of NVIDIA from $295.00 to $330.00 in a research note on Thursday, August 27th. New Street Research reduced their price target on NVIDIA from $343.00 to $340.00 in a report on Thursday, May 21st. Oppenheimer set a $315.00 price target on NVIDIA and gave the stock an “outperform” rating in a research report on Thursday, August 27th. Finally, JPMorgan Chase & Co. upped their price objective on NVIDIA from $280.00 to $320.00 and gave the company an “overweight” rating in a research note on Thursday, August 27th. Three investment analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and a consensus price target of $324.34.

Read Our Latest Stock Report on NVIDIA

NVIDIA Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

Further Reading Five stocks we like better than NVIDIA Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse

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Nvidia CEO Drops Bold Prediction as Chip Sales Could Double Next Year Summary

Nvidia CEO Jensen Huang expects chip sales to double next year as AI demand continues to expand across industries

Nvidia NVDA CEO Jensen Huang expects the company to sell roughly twice as many chips next year as it does this year, pointing to continued demand for artificial intelligence technology across industries.

Huang made the projection while attending an AI-focused meeting hosted by King Charles III in Scotland. He said businesses and governments in many countries continue to invest in AI because of its potential economic benefits.

The forecast comes after Nvidia projected about $673 billion in revenue for fiscal 2028, representing growth of roughly 70% from the prior year. The company does not disclose its total chip sales volume, making the unit-growth outlook difficult to compare directly with its revenue forecast.

Nvidia's portfolio includes data-center graphics processors such as Blackwell and Rubin, along with CPUs, networking chips and processors used in robotics and vehicles. Huang previously said the company shipped six million Blackwell GPUs over four quarters.

Huang also joined executives from Google DeepMind, OpenAI and Anthropic at the Scotland meeting, where discussions included AI safety and product testing.

CEO Buys, CFO Buys: Stocks that are bought by their CEO/CFOs. Insider Cluster Buys: Stocks that multiple company officers and directors have bought. Double Buys: Companies that both Gurus and Insiders are buying Triple Buys: Companies that both Gurus and Insiders are buying, and Company is buying back. Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

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Legacy Advisors LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 30.6% in the second quarter, according to its most recent filing with the SEC. The fund owned 74,563 shares of the computer hardware maker’s stock after acquiring an additional 17,463 shares during the period. NVIDIA makes up 1.4% of Legacy Advisors LLC’s investment portfolio, making the stock its 14th biggest position. Legacy Advisors LLC’s holdings in NVIDIA were worth $14,919,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. J. Stern & Co. LLP increased its position in shares of NVIDIA by 13,709.1% during the 4th quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock valued at $23,454,297,000 after purchasing an additional 124,849,603 shares during the last quarter. PFA Pension Forsikringsaktieselskab bought a new stake in NVIDIA in the 4th quarter worth approximately $2,635,969,000. Amundi boosted its stake in NVIDIA by 10.4% in the first quarter. Amundi now owns 133,768,018 shares of the computer hardware maker’s stock worth $23,329,141,000 after buying an additional 12,575,177 shares in the last quarter. SEB Asset Management AB purchased a new stake in NVIDIA in the first quarter worth approximately $1,692,807,000. Finally, Employees Provident Fund Board bought a new position in NVIDIA during the fourth quarter valued at approximately $1,243,336,000. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at NVIDIA In other NVIDIA news, Director Mark A. Stevens sold 622,239 shares of the company’s stock in a transaction on Friday, September 4th. The shares were sold at an average price of $231.62, for a total value of $144,122,997.18. Following the completion of the transaction, the director directly owned 2,336,531 shares in the company, valued at approximately $541,187,310.22. This represents a 21.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy S. Teter sold 30,000 shares of the firm’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the completion of the sale, the executive vice president owned 2,687,660 shares of the company’s stock, valued at $585,587,360.80. This trade represents a 1.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,700,740 shares of company stock worth $385,015,077 over the last three months. Insiders own 3.94% of the company’s stock.

Analyst Upgrades and Downgrades A number of equities research analysts have recently issued reports on NVDA shares. Rothschild & Co Redburn upped their price objective on shares of NVIDIA from $300.00 to $325.00 in a research note on Thursday, August 27th. Piper Sandler assumed coverage on shares of NVIDIA in a research note on Wednesday, September 9th. They issued an “overweight” rating and a $300.00 price target for the company. Morgan Stanley set a $300.00 price target on shares of NVIDIA and gave the company an “overweight” rating in a research report on Thursday, August 27th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $350.00 price objective on shares of NVIDIA in a research note on Monday, August 24th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of NVIDIA in a report on Thursday, September 10th. Three research analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $324.34. View Our Latest Analysis on NVIDIA

Key Stories Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: CEO Jensen Huang said NVIDIA expects to sell roughly twice as many chips next year, reinforcing the view that hyperscaler and enterprise AI demand is not slowing. The comments directly counter concerns that the AI investment cycle is approaching a peak. Jensen Huang says Nvidia will sell twice as many chips next year Positive Sentiment: Customer and ecosystem activity provided additional validation: CoreWeave deployed multi-rack NVIDIA Vera Rubin clusters, while ASUS and Poesis demonstrated autonomous trading agents running locally on NVIDIA-powered systems. These developments expand demand beyond traditional model training into cloud computing, enterprise AI and agentic applications. CoreWeave Boosts Agentic AI With Multi-Rack NVIDIA Vera Rubin Clusters Positive Sentiment: NVIDIA’s work with IonQ and Oak Ridge National Laboratory showed generative AI reducing quantum-circuit compilation time from about 11 minutes to 28 seconds. The project highlights CUDA-Q and NVIDIA GPUs as an infrastructure layer for future hybrid quantum-classical computing. IonQ and NVIDIA Just Cracked a Major Quantum Computing Bottleneck Positive Sentiment: Reports that Apple is discussing NVIDIA high-speed networking for potential M8 Ultra-based servers suggest NVIDIA can benefit even when customers develop their own AI processors. This supports the company’s strategy of monetizing networking and data-center connectivity in addition to GPUs. Apple Is Quietly Building an AI Advantage Few Expected Neutral Sentiment: Shares also benefited from a broader semiconductor and Nasdaq rebound, with AMD and Broadcom among the stronger chip-sector performers. This improves near-term sentiment but is less specific to NVIDIA’s fundamentals. AMD Jumps as Semiconductor Rebound Reaches a Third Session Negative Sentiment: Huawei plans to launch two Ascend 960 AI chips in 2027, signaling intensifying competition and potential geopolitical pressure in China. Investors are also monitoring rising memory costs, which could weigh on NVIDIA’s gross margins as demand scales. Huawei Sets 2027 AI Chip Launches to Challenge Nvidia NVIDIA Price Performance Shares of NVIDIA stock opened at $219.34 on Friday. The firm has a market cap of $5.29 trillion, a PE ratio of 27.73, a price-to-earnings-growth ratio of 1.68 and a beta of 2.22. NVIDIA Corporation has a 12-month low of $164.27 and a 12-month high of $236.54. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14. The company’s fifty day simple moving average is $214.43 and its two-hundred day simple moving average is $204.16.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.13. The company had revenue of $96.22 billion during the quarter, compared to analyst estimates of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. NVIDIA’s revenue for the quarter was up 105.9% on a year-over-year basis. During the same period in the prior year, the business posted $1.05 earnings per share. As a group, equities analysts expect that NVIDIA Corporation will post 9.12 EPS for the current year.

NVIDIA Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. NVIDIA’s payout ratio is 12.64%.

NVIDIA Company Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

See Also Five stocks we like better than NVIDIA Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse

Receive News & Ratings for NVIDIA Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NVIDIA and related companies with MarketBeat.com's FREE daily email newsletter.

Opus Financial Solutions LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 108.4% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 14,217 shares of the computer hardware maker’s stock after purchasing an additional 7,396 shares during the period. NVIDIA accounts for approximately 2.3% of Opus Financial Solutions LLC’s portfolio, making the stock its 15th biggest holding. Opus Financial Solutions LLC’s holdings in NVIDIA were worth $2,845,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Bank of America Corp DE lifted its stake in shares of NVIDIA by 2.1% in the first quarter. Bank of America Corp DE now owns 191,200,989 shares of the computer hardware maker’s stock worth $33,345,453,000 after buying an additional 4,019,505 shares in the last quarter. Invesco Ltd. grew its stake in NVIDIA by 0.3% during the 4th quarter. Invesco Ltd. now owns 143,239,504 shares of the computer hardware maker’s stock valued at $26,714,167,000 after acquiring an additional 446,178 shares in the last quarter. J. Stern & Co. LLP raised its holdings in NVIDIA by 13,709.1% in the 4th quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock valued at $23,454,297,000 after acquiring an additional 124,849,603 shares during the last quarter. Amundi raised its holdings in NVIDIA by 10.4% in the 1st quarter. Amundi now owns 133,768,018 shares of the computer hardware maker’s stock valued at $23,329,141,000 after acquiring an additional 12,575,177 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in NVIDIA by 0.6% in the 1st quarter. Dimensional Fund Advisors LP now owns 94,521,253 shares of the computer hardware maker’s stock worth $16,479,126,000 after purchasing an additional 555,221 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Analysts Set New Price Targets Several analysts have issued reports on the company. JPMorgan Chase & Co. upped their target price on NVIDIA from $280.00 to $320.00 and gave the company an “overweight” rating in a report on Thursday, August 27th. Citic Securities lifted their price target on NVIDIA from $242.00 to $315.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. Wolfe Research reissued an “outperform” rating and set a $275.00 price target on shares of NVIDIA in a research report on Thursday, May 21st. Daiwa Securities Group boosted their price target on shares of NVIDIA from $215.00 to $255.00 and gave the company an “outperform” rating in a research report on Friday, May 22nd. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of NVIDIA in a report on Thursday, September 10th. Three investment analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $324.34.

Read Our Latest Analysis on NVDA Insiders Place Their Bets In other news, EVP Timothy S. Teter sold 30,000 shares of the business’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the completion of the sale, the executive vice president owned 2,687,660 shares in the company, valued at approximately $585,587,360.80. The trade was a 1.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 622,239 shares of the company’s stock in a transaction on Friday, September 4th. The shares were sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the completion of the transaction, the director owned 2,336,531 shares of the company’s stock, valued at approximately $541,187,310.22. The trade was a 21.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,700,740 shares of company stock worth $385,015,077 over the last 90 days. Company insiders own 3.94% of the company’s stock.

More NVIDIA News Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: CEO Jensen Huang said NVIDIA expects to sell roughly twice as many chips next year, reinforcing the view that hyperscaler and enterprise AI demand is not slowing. The comments directly counter concerns that the AI investment cycle is approaching a peak. Jensen Huang says Nvidia will sell twice as many chips next year Positive Sentiment: Customer and ecosystem activity provided additional validation: CoreWeave deployed multi-rack NVIDIA Vera Rubin clusters, while ASUS and Poesis demonstrated autonomous trading agents running locally on NVIDIA-powered systems. These developments expand demand beyond traditional model training into cloud computing, enterprise AI and agentic applications. CoreWeave Boosts Agentic AI With Multi-Rack NVIDIA Vera Rubin Clusters Positive Sentiment: NVIDIA’s work with IonQ and Oak Ridge National Laboratory showed generative AI reducing quantum-circuit compilation time from about 11 minutes to 28 seconds. The project highlights CUDA-Q and NVIDIA GPUs as an infrastructure layer for future hybrid quantum-classical computing. IonQ and NVIDIA Just Cracked a Major Quantum Computing Bottleneck Positive Sentiment: Reports that Apple is discussing NVIDIA high-speed networking for potential M8 Ultra-based servers suggest NVIDIA can benefit even when customers develop their own AI processors. This supports the company’s strategy of monetizing networking and data-center connectivity in addition to GPUs. Apple Is Quietly Building an AI Advantage Few Expected Neutral Sentiment: Shares also benefited from a broader semiconductor and Nasdaq rebound, with AMD and Broadcom among the stronger chip-sector performers. This improves near-term sentiment but is less specific to NVIDIA’s fundamentals. AMD Jumps as Semiconductor Rebound Reaches a Third Session Negative Sentiment: Huawei plans to launch two Ascend 960 AI chips in 2027, signaling intensifying competition and potential geopolitical pressure in China. Investors are also monitoring rising memory costs, which could weigh on NVIDIA’s gross margins as demand scales. Huawei Sets 2027 AI Chip Launches to Challenge Nvidia NVIDIA Stock Up 2.5% NVIDIA stock opened at $219.34 on Friday. NVIDIA Corporation has a twelve month low of $164.27 and a twelve month high of $236.54. The stock’s fifty day simple moving average is $214.43 and its 200-day simple moving average is $204.16. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. The firm has a market capitalization of $5.29 trillion, a P/E ratio of 27.73, a P/E/G ratio of 1.68 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.13. The firm had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The business’s quarterly revenue was up 105.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.05 earnings per share. As a group, equities analysts expect that NVIDIA Corporation will post 9.12 earnings per share for the current fiscal year.

NVIDIA Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be given a $0.25 dividend. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. NVIDIA’s dividend payout ratio is currently 12.64%.

NVIDIA Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

See Also Five stocks we like better than NVIDIA Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse

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While an Nvidia (NVDA +2.54%) stock split in 2026 isn't impossible, I think it's highly unlikely. The company last completed a stock split in 2024, when its share price stood at roughly $1,200. After the 10-for-1 split, the company's stock traded at roughly $120 per share.

Currently, it's trading around $210 per share, which is likely not a high enough pure-dollar level to encourage the company to reorganize its stock structure.

That said, I still think that Nvidia stands out as a worthwhile long-term investment.

Image source: Getty Images.

Nvidia's growth outlook and competitive positioning are strong Nvidia and other leading AI stocks have recently seen some downward valuation pressures connected to increased calls for safety guardrails and other regulations around the progression of artificial intelligence (AI) development. These technologies are evolving fast, and there are good reasons to be concerned. On the other hand, I expect that the intensifying focus on the dangers that AI poses will ultimately have a relatively small impact on Nvidia's growth trajectory.

While leading figures from top AI companies such as Anthropic, OpenAI, and Space Exploration Technologies have recently highlighted the need for a more forward-looking approach to navigating the dangers of artificial intelligence, I think it's unlikely that any of them will reduce their spending on advancing their AI initiatives.

Of those three companies, only SpaceX is public right now -- but keep an eye on quarterly reports from it and other public, AI-focused businesses such as Alphabet, Amazon, and Meta Platforms, and see if any of them announce a reduction in capital expenditure plans for the coming year or suggest that they expect to reduce their investments in compute infrastructure further out. It's probably not going to happen.

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In its latest quarterly report (for Q2 fiscal 2027), Nvidia guided for sales growth of roughly 70% in its next fiscal year. It was the first time that the AI hardware leader had provided guidance for the next fiscal year in a fiscal Q2 report, and that unprecedented move was made possible because of the strength of the demand backdrop. The company also guided for gross margins of between 72% and 73% in its fiscal 2028.

Nvidia is now shipping its Vera Rubin architecture -- a platform built around the Rubin graphics processing unit (GPU) and its Vera central processing unit (CPU). This next generation of processing power offers substantial improvements in compute capacity, which will support further advancements in high-end AI models. The company is also selling its Vera CPUs separately, which will help the tech leader achieve a wider foothold in the server CPU market. While GPUs continue to be the most important processing components in advanced AI, Nvidia is moving to significantly increase its ability to win in multiple data center spending categories.

Stock splits shouldn't be the foundation for a long-term investment Stock splits have been hotly anticipated events in recent years. By multiplying shares and bringing down the pure-dollar stock price, companies can make their stocks more appealing to some retail investors. This can increase buying action and send the company's share price higher.

There has also been a self-reinforcing bullish effect with stock splits recently. When a stock split is highly expected or announced, investors anticipate bullish momentum as a result. The increased buying action to take advantage of this expected dynamic often increases the company's valuation.

On the other hand, stock splits don't do anything to change a company's fundamentals. The good news there is that Nvidia's fundamentals continue to look strong. It is growing its sales and earnings at incredible rates for a company of its size, and the broadening of its tech product stack seemingly has the business on track to score wins that will further diversify the business and open up new growth channels.

Jensen Huang just told a Scotland audience something about 2027 chip demand that sent analyst models scrambling and put NVIDIA's stock within striking distance of an all-time high.

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Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are trading higher Thursday, up 2% to $219 in late-morning trading, after CEO Jensen Huang told an audience at a Scotland tech gathering that chip sales in 2027 are projected to roughly double compared to 2026. The move puts the stock back within reach of its 52-week high of $236.

Huang Signals a Doubling in 2027 Chip Sales Huang confirmed at the event that shipment and sales volumes are expected to increase twofold next year, echoing what management already told investors on the August 26, 2026 earnings call. On that call, the CFO said “Customers’ forecasts point to our growth doubling next year” and framed the fiscal 2028 outlook, which calls for roughly 70% revenue growth, as “a supply-constrained outlook.” Huang added that “The unconstrained is significant.”

The doubling narrative is being driven by the Vera Rubin platform, which entered full production alongside continued Blackwell deployment. Vera Rubin is expected to be “the fastest product ramp in NVIDIA’s history,” with per-gigawatt revenue opportunity rising to roughly $40 billion, up from $25 billion on Blackwell. Huang also stressed at the Scotland event that AI safety is paramount and that unsafe products should be withheld from the market.

Supply Commitments and Sovereign AI Are Locking In Demand The demand backdrop is visible in NVIDIA’s own balance sheet. Supply obligations swelled to $279.0 billion, largely tied to memory procurement for Vera Rubin, per NVIDIA’s most recent 8-K filing. Management also disclosed guarantee obligations capped at $108.5 billion for AI cloud partners and said financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR are expected to mobilize over $500 billion of third-party capital for AI infrastructure.

Sovereign and enterprise AI, which Huang calls the invisible half of the business, is “growing 100% a year.” Sovereign AI revenue alone grew 35% sequentially and more than tripled year over year. Neocloud partners are expected to exit the year with eight gigawatts of installed capacity, versus roughly three gigawatts at the end of 2025. AWS is deploying an additional 2 million GPUs through fiscal 2029, and OpenAI’s existing and planned commitments now represent roughly 12 gigawatts of NVIDIA compute. All those gigawatts have to be powered, cooled, and networked by somebody, which is why we profiled seven of those suppliers in a free AI infrastructure report.

Estimate Revisions Are Racing to Catch Up Analyst models are re-rating quickly. Consensus EPS for the fiscal year ending January 2028 has climbed from $12.67 ninety days ago to $15.57 today, with 39 upward revisions in the past 30 days and zero cuts. Revenue for that year is now pegged at roughly $678 billion. NVIDIA’s most recent quarter delivered $96.22 billion in revenue, up 105.8% year over year, and management guided Q3 to $108.0 billion, so the doubling comment lands on top of an already-hot setup.

At $219, NVIDIA trades at a forward P/E of 23, with a $329 average analyst target and a market cap of roughly $5.29 trillion. Shares are up 17.8% year to date despite a 2% pullback over the past month.

What to Watch Next Keep an eye on the stock into the close to see whether today’s move holds above the $213 50-day moving average. The next hard catalyst is the fiscal Q3 report, where investors will look for confirmation that Vera Rubin is on pace to hit management’s target of roughly 20% of data center revenue in the current period.

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Huawei is accelerating its system-scale challenge, although domestic supply constraints limit the immediate competitive threat. Summary

China’s Nvidia alternative is moving faster but remains capacity constrained.

Nvidia NVDA, the dominant AI-accelerator and data-center platform provider, confronted a faster competitive push from Huawei Thursday as the Chinese technology giant pulled forward its next generation of AI chips, Reuters reported. Nvidia shares gained approximately 2.5% to $219.24. Huawei now plans to launch its Ascend 960DT in early 2027—roughly three quarters earlier than previously expected—followed by the 960PR in the third quarter, sharpening the race for the infrastructure powering increasingly massive AI workloads.

Huawei is thinking beyond a single accelerator. Its Peerium architecture is designed to eventually link as many as one million processors, while a nearer-term supernode would connect 4,096 chips. That scale directly targets the system-level advantage Nvidia has built around GPUs, networking and tightly integrated AI infrastructure. But the headline numbers come with a major constraint: Huawei says production still cannot satisfy demand inside China, making manufacturing capacity a potential brake on both domestic adoption and any meaningful overseas expansion.

That distinction matters because Nvidia's AI engine is already operating at enormous commercial scale. Data-center revenue reached $89 billion, accounting for roughly 92.5% of the company's latest $96.2 billion quarter. The GuruFocus picture also remains unusually strong: Nvidia carries a GF Score of 95 out of 100, with standout profitability, growth and financial strength, while GF Value is clearly the weakest part of the profile. In other words, Huawei is raising the competitive pressure, but the real test will be whether it can turn ambitious processor counts into reliable supply, software adoption and customer deployments at scale.

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

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For years, quantum computing hit a stubborn software wall. While quantum hardware promised to resolve complex computational bottlenecks, the time and cost of calibrating quantum circuits created a commercial barrier. When setting up a calculation takes longer than the calculation itself, the technology becomes much less practical.

A joint milestone achieved by Oak Ridge National Laboratory, IonQ, Inc. NYSE: IONQ, and NVIDIA Corporation NASDAQ: NVDA tackles this operational dilemma. By training generative artificial intelligence models to design quantum circuits directly, researchers showed compilation runtimes can drop from minutes to seconds.

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This engineering leap pulls quantum computing out of isolated academic testing and steps it closer to regular commercial use, offering technology investors two distinct ways to position for the growth of advanced computing.

Cracking the Code: A Quantum Compilation BreakthroughOn Sept. 16, 2026, researchers presented a study at IEEE Quantum Week in Toronto detailing how a generative AI model can write quantum optimization circuits directly.

Hybrid quantum optimization breaks an intricate problem down into smaller pieces, solves each on quantum processors, and reassembles the results.

Historically, finding the correct circuit instructions for each segment required a repetitive trial-and-error method known as variational parameter tuning. Researchers had to run, measure, adjust, and rerun circuits dozens or hundreds of times. As quantum subproblems grew larger to yield higher-quality answers, the tuning tax escalated rapidly, driving up cloud computing costs and lengthening execution times.

To eliminate this roadblock, the research team trained a transformer model on near-optimal circuit configurations. Rather than relying on repetitive guess-and-check loops, the AI model generated candidate circuits directly. Running on a single NVIDIA H200 graphics processing unit within the Oak Ridge Leadership Computing Facility's Defiant2 supercomputer, the framework evaluated a fixed set of candidate circuits, sidestepping the iterative bottleneck entirely.

Time Is Money: Slicing 11 Minutes Down to 28 SecondsThe results show how much this approach could improve quantum computing at larger scales. When tested against a dense benchmark problem involving 100 decision variables, the traditional compilation method suffered severe latency. The circuit-finding runtime jumped from approximately 34 seconds on four qubits to more than 11 minutes on 12 qubits.

The generative AI model, by comparison, maintained an almost flat runtime of roughly 28 seconds across every qubit scale tested. At the same time, the quality of the generated answers roughly doubled as the number of quantum subproblems increased.

For enterprise clients, computational efficiency can directly translate to lower costs. Classical high-performance computing clusters consume substantial electricity and capital during endless compilation cycles.

Reducing the runtime to 28 seconds could make it easier for companies in logistics, financial modeling, and materials science to run optimization routines within more predictable budgets. This improvement could also support broader adoption across commercial cloud platforms, improving the economics of quantum-as-a-service (QCaaS).

IonQ's Cash Runway Keeps Expansion RollingThis milestone arrives at an opportune moment for IonQ, Inc. IonQ continues expanding commercial access to its trapped-ion systems through major cloud partners, including Amazon's NASDAQ: AMZN AWS, Microsoft's NASDAQ: MSFT Azure, and Alphabet's NASDAQ: GOOGL Google Cloud.

IonQ Today

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As of 09/16/2026 03:59 PM Eastern

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Financial results highlight growing commercial traction. IonQ reported second-quarter revenue growth of roughly 286.7% year-over-year (YOY), with annual revenue reaching about $130.02 million. For the quarter ending in June, IonQ posted an earnings per share (EPS) loss of 33 cents, beating consensus expectations by 23 cents.

Operating in deep technology requires careful capital management. IonQ generated an annual net loss of approximately $510.38 million, reflecting ongoing research investments. Additionally, the federal government recently awarded $100 million grants under the CHIPS and Science Act to competitors D-Wave Quantum NASDAQ: QBTS, Rigetti Computing NASDAQ: RGTI, and Quantinuum NASDAQ: QNT, while bypassing IonQ.

IonQ carries zero long-term debt and holds a current ratio of roughly 10.66, providing a multi-year cash cushion. While peer D-Wave posted second-quarter revenue of just $3.1 million, IonQ continues to scale its top line. IonQ currently trades near $40 and sits well below its 52-week peak of $84.64, while Wall Street maintains an average price target just over $67.

CUDA-Q: NVIDIA's Quantum TollboothWhile pure-play quantum developers navigate long-term hardware roadmaps, NVIDIA is establishing itself as the infrastructure bridge connecting classical data centers to quantum processing units.

NVIDIA Today

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The Oak Ridge benchmark relied on NVIDIA's CUDA-Q open platform and cuQuantum software development kit running on an H200 accelerator. NVIDIA also introduced its CUDA-Q Logical software, designed to assist developers with multi-qubit error correction. By embedding its software layer across both trapped-ion and superconducting systems, NVIDIA captures enterprise compute demand regardless of which hardware architecture leads the market.

NVIDIA pairs this strategic positioning with reliable profitability. The company generates annual revenue of around $215.94 billion, with second-quarter sales climbing approximately 105.9% YOY. With net margins hovering near 63.66% and annual net income of about $120.07 billion, NVIDIA trades at a forward price-to-earnings (P/E) ratio of roughly 24. A board-authorized $80 billion share repurchase program provides additional support for long-term NVIDIA shareholders.

Balancing High-Beta Growth With Tech GiantsCommercial quantum computing is moving from theoretical ambition to engineered reality. Resolving the compilation bottleneck proves that combining accelerated classical computing with quantum algorithms can unlock productivity gains for complex logistics and industrial challenges.

Investors assessing the space face two distinct asset profiles. IonQ represents a high-beta opportunity with operational upside, supported by triple-digit top-line growth and a debt-free balance sheet. Potential risks remain centered on elevated net losses and the reality that these recent benchmarks were conducted via classical GPU simulation rather than live physical hardware.

NVIDIA offers a lower-volatility infrastructure vehicle that monetizes the hybrid quantum shift while generating free cash flow from its core artificial intelligence hardware footprint.

Growth-focused investors seeking early-stage disruption might consider tracking IonQ for stabilization after its recent consolidation, while conservative investors may prefer NVIDIA as a diversified anchor to capture the ongoing expansion of advanced computing.

Should You Invest $1,000 in IonQ Right Now?Before you consider IonQ, you'll want to hear this.

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Tesla, Nvidia, and Google helped shape the last era of market growth, but the next wave could come from a new group of companies. Inside this report, you’ll find 7 stocks that could play a major role in the next tech-driven market boom.

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Nvidia (NVDA +0.81%) is currently the world's most valuable company, with a market cap of over $5.1 trillion as of Sept. 15. As the central chip designer of the AI boom, Nvidia's business has seen unprecedented demand, and as a result, huge amounts of cash keep rolling in. Now, it's beginning to ramp up shareholder returns instead of focusing solely on reinvesting for growth.

Through the first two quarters of its current fiscal year, Nvidia has returned around $46 billion to shareholders through dividends and stock buybacks, and much more is likely on the way.

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Why Nvidia gave its dividend a major boost Nvidia first began paying a dividend in November 2012. After its 4-for-1 (2021) and 10-for-1 (2024) stock splits, the initial dividend was $0.001875 per share quarterly. Nearly 14 years later, Nvidia's quarterly dividend is $0.25 per share after it gave the payout a 2,400% boost in June from the $0.01 per share it previously paid.

The reason for the huge dividend boost was simple: Nvidia is making tons of money. In just the past three years, its revenue and net income have increased by 431% and 546%, respectively. It now also has $99.4 billion in cash, cash equivalents, and short-term securities on its books.

NVDA Revenue (Quarterly) data by YCharts.

With Nvidia rolling in cash, it was getting harder and harder to justify paying out a dividend of a penny per quarter.

Why another hike might be coming Nvidia's business still has plenty of runway. Even if (or when, rather) its growth rate slows down from its current rapid pace, it has a chance to remain one of the faster-growing tech stocks in the world. So it's at a point where it can aggressively reinvest in its business and also reward shareholders more handsomely.

Image source: The Motley Fool.

Much of the $46 billion Nvidia has returned to shareholders has come through stock buybacks -- it spend $20 billion and $19.7 billion on them in the first and second quarter, respectively -- but a dividend hike lets Nvidia reward investors directly. It still has $99 billion in buybacks planned under its current authorization, but it's unclear how it will execute them.

Another dividend hike could also put Nvidia on the same tier as more mature big tech dividend payers like Microsoft and Apple. Neither has a yield that would get most to consider them as income stocks, but their payouts have been reliable and growing consistently over the years.

No matter how big Nvidia's next dividend hike is, the stock is a growth stock at heart. The dividend is simply a nice-to-have perk that should continue to compound over time.

Nvidia (NVDA +0.81%) remains the dominant supplier of graphics processing units (GPUs) used to train and run artificial intelligence (AI) models. However, its latest acquisition suggests the company also wants a stronger position in how developers choose and deploy those models.

On Sept. 2, Nvidia agreed to acquire Hugging Face, paying $11.9 billion to Hugging Face's shareholders and up to $1 billion in equity awards for employees joining Nvidia. The deal is expected to close in the first half of 2027, subject to regulatory approvals.

Image source: Getty Images

The price looks steep given Hugging Face's current business model. The company was recently generating more than $150 million in annualized revenue (the latest monthly revenue was multiplied by 12). Using $150 million as a benchmark, the $11.9 billion shareholder purchase price equals roughly 79 times the revenue run rate. Including the potential employee awards takes the total deal value to around $12.9 billion, or about 86 times the annualized revenue.

The employee awards are also notable. The potential $1 billion retention package equals more than 8% of the amount being paid to shareholders. Hence, Nvidia is not simply paying for Hugging Face's current revenue or technology. Retaining the people behind its platform also appears to be an important part of the deal.

Hugging Face deal expands Nvidia's role beyond AI chips Hugging Face platform hosts over 3 million models and is used by more than 18 million developers, researchers, and creators. More than 200,000 companies use Hugging Face to work with AI models, from evaluating and adapting them to putting them into production.

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Hugging Face's extensive reach among developers and enterprises could become increasingly important to Nvidia as competition in AI chips intensifies. Meta Platforms, Microsoft, OpenAI, and other large technology companies are developing custom AI chips. Hence, AI demand can continue to grow even if a larger share of workloads eventually runs on chips made by other companies.

Hugging Face can give Nvidia another way to participate in the growing AI ecosystem. Developers can use the platform to find, customize, and deploy AI models while choosing how those models will ultimately run.

Every Hugging Face workload will not use Nvidia hardware. But the platform brings Nvidia closer to developers as they choose models, tools, and computing platforms, which could become more valuable as competition in AI hardware increases.

Hugging Face needs to remain open source Nvidia has said Hugging Face will remain open across different models, frameworks, cloud providers, and computing platforms. Nvidia hardware will also not be required to build or deploy AI through the platform. Keeping that flexibility could be important to preserving Hugging Face's broad developer appeal, especially as Nvidia ownership has already raised concerns about possible favoritism toward its own hardware.

If Nvidia starts favoring its own GPUs on Hugging Face, developers using Advanced Micro Devices' chips, custom accelerators, or other hardware could have more reason to look elsewhere. Reuters has already reported concerns that Nvidia's ownership could eventually lead to preferential treatment for its own hardware, despite the company's commitment to keep Hugging Face open and interoperable.

Keeping Hugging Face open across different models and computing platforms could help preserve its broad developer network. More models and AI applications can create more workloads that require computing power. Nvidia can then compete for those workloads through its GPUs, CUDA software, networking products, and broader AI infrastructure offerings. This gives the company another way to remain relevant even if customers increasingly use competing or custom AI chips.

Open models can help Nvidia sell chips Public model repositories on Hugging Face increased from 2.43 million to 2.96 million during the first seven months of 2026. AMD and Nvidia were also the two most active organizations publishing new open models, with each releasing more than 200 model repositories.

Hugging Face says hardware companies are increasingly using open models to demonstrate their chips and encourage adoption. Nvidia also makes a similar point in its regulatory filing for the acquisition. The company says demand for open-source foundation models and applications promotes the use of its products worldwide. However, it also warns that these models could reduce demand for Nvidia's products if they are primarily deployed on competing platforms.

Hence, growth in open models can create both opportunities and risks for Nvidia.

Risks cannot be ignored Hugging Face's financial contribution will initially be small compared with Nvidia's existing business. Nvidia generated $96.2 billion in revenue in its latest quarter (the second quarter of fiscal 2027, ending July 26, 2026), including $89 billion from the Data Center segment alone.

Additionally, government restrictions on open-source AI models could reduce the number of models and data sets available through Hugging Face or increase the platform's compliance costs. This risk is relevant because many popular open-source models originate in China before being downloaded, modified, and tested by developers elsewhere. Nvidia says restrictions based on where models originate could materially affect both Hugging Face and its own business.

There is also considerable execution risk associated with the purchase price. Hugging Face was valued at $4.5 billion in its last disclosed funding round in 2023. Nvidia's roughly $12.9 billion deal value is nearly three times that valuation.

Despite the risks, Hugging Face can strengthen the long-term Nvidia investment thesis. While Nvidia's GPUs will continue to generate most of the revenue and profits supporting its valuation, Hugging Face can give the company a strong competitive advantage.

Meta CEO Zuckerberg Sends Fresh Signal for Nvidia Stock and AI Spending Summary

Meta CEO Mark Zuckerberg said AI companies have incentives to manage safety without a coordinated slowdown, easing concerns around Nvidia’s chip demand

Nvidia NVDA shares climbed 1.5% on Wednesday as Meta CEO Mark Zuckerberg pushed back against proposals for a broad slowdown in artificial intelligence development, easing some concerns about potential restrictions on the technology sector.

Zuckerberg said existing market incentives and legal exposure can encourage AI companies to address safety concerns without requiring a mandated reduction in development, according to a Wednesday report.

His comments put Meta alongside Nvidia CEO Jensen Huang, who has also opposed measures that could restrict the pace of AI progress. The debate follows calls from executives at OpenAI and Anthropic for greater caution as AI capabilities advance.

For Nvidia, the discussion matters because tighter rules could affect demand for advanced chips and the infrastructure needed to train and operate AI models. Investors have been monitoring whether technology companies will maintain large-scale spending on data centers and computing capacity.

The latest market reaction suggests Zuckerberg's position may have reduced some near-term concern over regulatory constraints, although the broader debate around AI safety and development remains unresolved.

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

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Nokia stock is surging while rivals Ericsson and NVIDIA barely budge, and the reason comes down to a single announcement that reframes who actually wins when AI moves into mobile networks.

Nokia (NYSE:NOK | NOK Price Prediction) stock is rising in early Wednesday trading, up 6% to $10.39 after the company said its artificial intelligence-powered radio access network (AI-RAN) platform is moving from evaluation to live field trials at eight global operators. The list spans North America, Europe, Asia-Pacific and the Middle East, and it reframes AI-RAN as a shared industry priority rather than a single-vendor pilot. That geographic reach is what today’s move is paying up for.

The move is Nokia-specific. The iShares U.S. Technology ETF (NYSEARCA:IYW) is unchanged at $250.08, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.4% to $760.33. Nokia stock is climbing while U.S. technology sits still and the broad benchmark is only marginally higher, which frames today as a name-specific catalyst.

Peer positioning tightens the read. Ericsson (NASDAQ:ERIC) stock is up 0.7% to $10.11, and NVIDIA (NASDAQ:NVDA) stock is up 0.9% to $214.04. Both are close to flat while Nokia leads, and that divergence gives the announcement its shape as a Nokia story.

AI-RAN Trials Reach Eight Operators Nokia announced growing global momentum for its AI-RAN business, with operators moving from early evaluation into lab and live field trials. The company named eight operators advancing proofs of concept and trials, including A1 Group, du, e&, Mobily, stc and TPG Telecom. Nokia is presenting AI-RAN as an adoption curve rather than a launch headline.

The platform pairs Nokia’s AI-native anyRAN software with NVIDIA’s Aerial RAN Computer, and Nokia says it’s built for 5G networks with a software upgrade path toward future generations. Nokia says the platform has already delivered improvements in spectral efficiency of more than 20%, letting operators wring more capacity from spectrum they already hold rather than funding a hardware refresh. That software-led capacity story is Nokia’s commercial pitch.

The commercial argument here is straightforward for Nokia. Operators can convert existing spectrum licenses into more capacity, a resonant offer in a period when radio access budgets are tight and greenfield buildout has slowed (the same non-chipmaker AI infrastructure angle we broke down in a free report on seven suppliers powering the buildout, here). Nokia’s stack promises additional headroom without the capex event of a hardware refresh.

Emma Falck, President of Mobile Infrastructure at Nokia, stated the growing ecosystem of partners across regions demonstrates that AI-RAN “is becoming a shared industry priority, enabling more intelligent, efficient and software-driven networks.” Ronnie Vasishta, Senior Vice President of Telecom at NVIDIA, declared AI-RAN “will transform the mobile network into one of the world’s largest distributed AI infrastructures.”

Why Ericsson and NVIDIA Aren’t Following The gain at Nokia rests on an ecosystem announcement. Trials and proofs of concept carry no disclosed revenue, and Nokia has put no figure on what the AI-RAN pipeline is worth. What Nokia is selling here is software that pulls capacity from spectrum operators already own, a cheaper argument than the hardware cycle Nokia would otherwise be asking them to fund.

Ericsson is the peer that tests the read. Ericsson competes directly with Nokia in radio access, and a genuine industry rerating around AI-RAN would lift both names together rather than Nokia alone. Ericsson stock’s 0.7% tick suggests today’s news isn’t yet being priced as a category-wide event.

NVIDIA sits on the supply side of the same announcement through its Aerial RAN Computer contribution. A nearly flat NVIDIA against a sharply higher Nokia signals today’s news is more material to Nokia’s positioning than to NVIDIA’s scale. NVIDIA’s market capitalization is measured in trillions, so AI-RAN attaches to a small slice of its revenue base.

The pattern here has logic. AI-RAN is a rerating catalyst for Nokia’s software mix, and for NVIDIA it’s another workload attached to a compute platform already priced for AI at scale. Ericsson’s near-flat move would likely flip if a second RAN vendor announced a comparable pipeline of trials.

What to Watch Separately, Nokia said Nokia Defense signed a memorandum of understanding with C3IA, a UK systems engineering and security services company, to support digital transformation across UK defense operations. The two plan to co-develop capabilities in tactical and operational communications, private mobile networks, command and control, sensing, autonomous systems and edge computing. Both companies participate in the UK Ministry of Defence’s TacSys framework.

As background info rather than a same-day driver, Reuters reported earlier this month that Nokia is set to rejoin the Euro Stoxx 50 index, which brings index-tracking flows on a schedule of their own. Investors in Nokia stock can watch for whether today’s operator list converts into disclosed commercial commitments in coming quarters, since that is the step that turns AI-RAN from a positioning story into a revenue line. The company’s next earnings update will be the natural checkpoint for that translation, and investors should size their exposure to reflect that pipeline conversion still needs to happen.

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CoreWeave Advances AI Expansion With Nvidia Rubin Rollout, Shares Jump Summary

The AI cloud provider moved a larger Nvidia Rubin deployment into production, marking another step in its infrastructure expansion

CoreWeave (CRWV) shares climbed about 3% on Wednesday trading after the AI cloud company said it had brought Nvidia's (NVDA) multi-rack Vera Rubin NVL72 platform online.

The new deployment connects hundreds of Rubin GPUs into a unified computing cluster designed to support large-scale artificial intelligence workloads. The rollout builds on CoreWeave's June launch of a single Vera Rubin NVL72 rack.

CoreWeave said the expanded system combines multiple Vera Rubin racks into one scalable environment using Nvidia's Spectrum-X networking technology. A single Vera Rubin NVL72 rack includes 72 Rubin GPUs and 36 Vera CPUs, along with networking and data-processing hardware intended for AI applications.

The company also introduced new capabilities for its AI Object Storage platform, including cross-region write acceleration and an archive storage tier. CoreWeave said the additions are designed to keep data closer to AI workloads and may reduce latency through managed caching across its Kubernetes-based infrastructure.

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

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Nvidia founder and CEO Jensen Huang made his position on the dangers AI poses very clear while speaking at Salesforce’s Dreamforce conference on Tuesday. To him, AI isn’t some new form of “alien mind,” as at least one OpenAI safety researcher has described it. It’s just hardware and software, he says, built by humans. That means, in his view, it can be controlled by humans and existing laws.

“Safety is an engineering problem, not a legal one,” he said. “We’re developing software after all. We’re developing computing systems after all. It’s a complicated computing system, but it’s ultimately a computing system.”

Therefore, there’s no need for new laws or regulations to govern it, he argues. In fact, Huang sees little need for new laws at all. The free market, he argues, will be enough to pressure companies not to release unsafe products.

“If we’re not confident about the safety of the products, like all companies, like you and I, all the companies here, if you build a product or a service, and you’re not confident in its functionality, capability, or safety, then don’t release it. And so that’s a very obvious thing to do,” he said.

He continued: “You pace yourself until you are confident you’re releasing something that the market would appreciate. The market forces are already there. We don’t need any new laws. We don’t need new regulations. We just need companies to decide that when [to] run as fast as they can. I think innovation, speed, and safe products … it’s a false choice. You could definitely have both at the same time. So run as fast as you can. But if you feel at any given point in time the company’s out of control, or the product’s not going to be safe, you know, take a pause and make sure you get it right.”

In some ways, this is a comforting thought. If anyone in the world knows AI, it is Nvidia’s founder, who’s been building the hardware brains of AI since well before ChatGPT existed and now runs a company that also makes open source models, agents, harnesses, and sandboxes.

Then again, if we’re being cynical, his point of view is also unsurprising for someone who’s had his bread so well buttered by the AI boom. Why would he want regulation to come along and add in a layer of hinderance that could slow down Nvidia’s quest to sell ever more AI systems and software? As he also said in the interview: “I’m more ambitious than ever. As a result of our ambition, and with the product productivity boost that we get from AI, the sky’s the limit for us. The sky’s the limit for our company. The sky’s the limit for every industry, for every single country.”

Unfortunately, even companies with the best intentions ship faulty products with unintended consequences, even software. Remember the 2024 CrowdStrike bluescreen-of-death fiasco that grounded thousands of flights and caused other havoc for businesses? Then there are companies accused of deliberately acting with less-than-good intentions. Meta just paid $18 billion to settle a lawsuit over social media harms to children.

And AI has already caused harm, too, whatever the intentions or safety testing involved, from an OpenAI model hacking into Hugging Face to lawsuits against the AI lab over the suicides of young people who engaged in long conversations with its chatbot.

The “leave them alone” strategy, which would let these companies release products as they see fit, could be an unwise approach to AI safety as far as society is concerned. Though Huang is right that it’s possible existing product liability laws could cover AI — if AI doesn’t somehow kill us all before enough cases get through the courts to test that theory.

He didn’t discuss the other route, which seems close to taking shape: industry self-regulation. Huang’s approach has been more to champion open-weight models and companies’ use of them as a competitive counterweight to proprietary AI labs.

But right now, the industry has a short window to institute self-regulation and to encourage AI labs worldwide, even those in China, to see the wisdom in participating. As Microsoft CEO Satya Nadella said at the All-In Summit on Monday, “China should also deeply care about the same safety concerns if the United States cares about them, right? Why should it be different for them? It’s not like they won’t have the same hacking problem. It’s not as if they don’t want to make sure that their citizens are benefiting from AI, just like we would want our citizens to benefit from AI.”

For now, though, if Huang is a no on any new AI regulation, he may be influential enough to get his way. He also demonstrated this week that he, quite literally, has the ear of President Trump.

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Nvidia (NVDA +0.56%) expects third-quarter fiscal 2027 revenue of $108 billion, plus or minus 2%. Hence, the company is guiding for third-quarter revenue in the range of $105.8 billion to $110.2 billion.

However, I think Nvidia could report third-quarter revenue of around $113 billion to $114 billion. Here's why this seems like a plausible revenue target for the third quarter.

Image source: Getty Images

Why Nvidia could beat its third-quarter guidance Nvidia has exceeded the high end of its revenue guidance in each of the past 12 quarters. Over the past four quarters, actual revenue has averaged 3.1% above the high end of guidance. If that trend continues in the third quarter, revenue could reach roughly $113.6 billion, compared with the current high end of about $110.2 billion.

Historical outperformance alone cannot help predict future revenue. But Nvidia's operating numbers also support similar revenue numbers. In the second quarter of its fiscal 2027 (ended July 26, 2026), Nvidia's hyperscaler revenue increased 13% sequentially to nearly $49 billion. AI Clouds, Industrial, and Enterprise (ACIE) revenue jumped 25% sequentially to $40 billion, while Edge Computing rose 13% sequentially to $7.2 billion.

If the three businesses simply repeat those sequential growth rates in the third quarter, total revenue can reach approximately $113.6 billion. Hence, Nvidia doesn't need growth to accelerate for its guidance to look conservative. The company needs the growth rates it just delivered to roughly continue for another quarter.

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Supply remains the key constraint ACIE already accounts for about 45% of Nvidia's Data Center revenue. Management expects ACIE to drive most of the sequential revenue growth for Data Center in the third quarter, while hyperscaler demand could pick up more strongly in the fourth quarter and in fiscal 2028. Hence, Nvidia can rely on another large near-term growth driver beyond hyperscalers.

The ongoing ramp of Nvidia's next-generation computing system, Vera Rubin, is also expected to support revenue growth. Production shipments started in August 2026. Vera Rubin systems are expected to contribute about one-fifth of Nvidia's Data Center revenue in the third quarter. Nvidia estimates that its revenue opportunity per gigawatt of AI infrastructure will increase from about $25 billion with Blackwell systems to $40 billion with Vera Rubin systems, partly because the newer platform includes more CPUs, networking products, and other system components.

However, Vera Rubin is already included in Nvidia's third-quarter revenue guidance. Hence, a larger revenue beat will depend mainly on whether the company can ship more systems than expected.

However, certain risks cannot be ignored. Management expects supply to remain constrained through fiscal 2028, while higher memory prices are also adding pressure. Additionally, since hyperscaler revenue is expected to reaccelerate in the fourth quarter, it may provide less upside to third-quarter revenue results than ACIE or other growth drivers.

Nvidia is also preparing for higher demand. Inventory increased from about $21.4 billion in January 2026 to around $31.6 billion in July 2026. Supply and capacity commitments have also jumped from $119 billion in the previous quarter to $279 billion at the end of the second quarter. Nvidia's third-quarter revenue guidance also assumes no Data Center compute revenue from China.

Hence, I think there is a high probability that Nvidia will reach $113 billion to $114 billion in revenue in the third quarter.

The biggest AI infrastructure players may have a planning problem. NVIDIA Corp‘s (NASDAQ:NVDA) CEO Jensen Huang says hyperscalers are "always almost wrong" because they plan capacity once a year while AI demand is changing too quickly to fit an annual calendar.

His workaround? Build a much larger network of nimble regional clouds.

• NVIDIA shares are consolidating. What should traders watch with NVDA?

Hyperscalers Can’t Move Fast EnoughThe unusual admission came during the All-In Summit, when the hosts pressed Huang on Nvidia’s support for neocloud companies and the need for more competition at the hyperscale layer.

Huang said Nvidia would be happy with five hyperscalers, but argued the industry ultimately needs 50, 100 or even 1,000 neoclouds. The reason is speed: hyperscalers typically plan their infrastructure once a year, while AI market dynamics are moving so rapidly that those forecasts can quickly become obsolete.

That creates an opening for regional cloud providers that can react faster to local demand and infrastructure constraints.

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Nvidia’s Distributed AI BetHuang said regional clouds know their markets and can move quickly to secure land, power and existing facilities, something that is harder for companies operating from Silicon Valley or Seattle to coordinate globally. Nvidia is consequently building what Huang described as a large-scale distributed network of companies securing those critical resources.

The strategy is already moving beyond the U.S. Huang pointed to activity in Australia and Southeast Asia, saying Nvidia is helping bring additional gigawatts of capacity online through regional cloud partners.

That could matter enormously for Nvidia. The company does not necessarily need every AI workload to run through a handful of hyperscalers if it can help create hundreds of smaller customers that collectively consume massive amounts of Nvidia hardware.

It also reinforces a broader shift in the AI infrastructure trade. The bottleneck is increasingly not simply who has the best chips, but who can secure the electricity, land and data center capacity needed to deploy them.

For investors, Huang’s neocloud strategy offers a different way to think about Nvidia’s next growth phase: instead of betting on fewer giant AI customers, Nvidia is helping build an army of smaller ones.

And in an industry moving faster than an annual planning cycle, that flexibility could become a competitive advantage.

Read Next

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Artificial intelligence (AI) investors may be worried that the peak is approaching for tech stocks, and they may be running out of steam. Nvidia (NVDA +0.95%) CEO Jensen Huang, however, still sees loads of potential upside ahead. "The semiconductor industry is going to just keep getting larger and larger," Huang stated at a recent tech conference.

Huang has been a bit of a visionary for AI and maintains a bullish outlook for the industry, fueled by the needs of consumers. "People are expecting these AI models to be smarter and smarter because they don't like wrong answers. Then the compounded result of that should result in a very large industry."

And by "very large," Huang projects that the entire AI market will be worth between $3 trillion and $4 trillion by 2030. That's in line with a previous forecast that Huang made, which is great news for AI investors, as there appear to still be terrific growth opportunities ahead.

Image source: Getty Images.

Nvidia's business remains robustNvidia has been a huge benefactor of the growing demand for AI models, products, and services. That much is evident through the company's recent earnings report, with its growth rate accelerating from previous periods.

While the company's growth rate has slowed from where it was a few years ago, there's been a notable acceleration in recent quarters, with its growth rate now rising back to over 100%, which is incredibly impressive for a company of Nvidia's massive size.

NVDA Revenue (Quarterly YoY Growth) data by YCharts

If Huang's forecast for the AI market ends up being true, and it does continue growing at a fast pace, then Nvidia's business may continue to dominate. While there have been tech companies developing their own chips and rivals offering custom chip solutions, the numbers speak for themselves, showing that demand for Nvidia's chips remains incredibly high. And that trend could continue for the foreseeable future. It's just a matter of how much higher its growth rate gets.

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The stock may still be worth buyingAt over $5 trillion in market cap, it's hard to say that Nvidia's stock is cheap. But given the company's massive level of earnings, it's only trading at 27 times its trailing profits. It's not an obscene multiple by any stretch. It's a more reasonably priced investment than many other AI stocks.

For long-term investors, it can continue to be an excellent buy, as it'll benefit from the growth in the AI industry. The caveat, however, is that there is some risk, as how the stock performs will inevitably be tied to the outlook for AI as a whole. Nvidia has effectively been symbolic of AI's growth, and if there's optimism, it can surge higher. However, if the market is growing concerned about AI and tech companies, Nvidia could be vulnerable. For investors who are comfortable with that risk, the AI stock may be worth buying, even at its elevated levels.

PFG Investments LLC increased its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 11.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 469,347 shares of the computer hardware maker’s stock after buying an additional 49,264 shares during the period. NVIDIA comprises 3.6% of PFG Investments LLC’s portfolio, making the stock its 3rd largest holding. PFG Investments LLC’s holdings in NVIDIA were worth $93,912,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Lifetime Wealth Management P.C. acquired a new position in NVIDIA in the 4th quarter valued at $26,000. Longview Financial Advisors Inc. acquired a new stake in shares of NVIDIA during the first quarter worth $27,000. Phillip James Consulting Co. acquired a new stake in shares of NVIDIA during the first quarter worth $40,000. Syntax Research Inc. grew its position in shares of NVIDIA by 62.5% in the fourth quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker’s stock valued at $49,000 after purchasing an additional 100 shares during the period. Finally, Frankly Finances LLC purchased a new stake in shares of NVIDIA in the second quarter valued at $60,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Wall Street Analysts Forecast Growth Several research firms recently weighed in on NVDA. DZ Bank reiterated a “buy” rating on shares of NVIDIA in a research report on Wednesday, August 26th. KGI Securities lifted their price target on NVIDIA from $335.00 to $345.00 in a report on Thursday, August 27th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of NVIDIA in a research note on Wednesday, July 8th. China Renaissance increased their price objective on shares of NVIDIA from $319.00 to $330.00 and gave the stock a “buy” rating in a report on Monday, August 31st. Finally, President Capital raised their target price on shares of NVIDIA from $295.00 to $330.00 in a research report on Thursday, August 27th. Three investment analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $324.34.

View Our Latest Stock Analysis on NVDA NVIDIA Stock Performance Shares of NASDAQ:NVDA opened at $210.96 on Tuesday. The company has a market cap of $5.08 trillion, a P/E ratio of 26.67, a PEG ratio of 1.71 and a beta of 2.22. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. NVIDIA Corporation has a one year low of $164.27 and a one year high of $236.54. The business’s 50-day simple moving average is $213.60 and its 200 day simple moving average is $203.54.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.13. The business had revenue of $96.22 billion during the quarter, compared to the consensus estimate of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The business’s quarterly revenue was up 105.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.05 earnings per share. On average, sell-side analysts forecast that NVIDIA Corporation will post 9.12 earnings per share for the current fiscal year.

NVIDIA Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Thursday, September 10th. NVIDIA’s dividend payout ratio (DPR) is currently 12.64%.

NVIDIA declared that its Board of Directors has initiated a share buyback program on Wednesday, May 20th that allows the company to buyback $80.00 billion in shares. This buyback authorization allows the computer hardware maker to buy up to 1.5% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s board believes its stock is undervalued.

Insider Activity In related news, EVP Timothy S. Teter sold 30,000 shares of the business’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the completion of the sale, the executive vice president owned 2,687,660 shares of the company’s stock, valued at $585,587,360.80. This represents a 1.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 622,239 shares of the company’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $231.62, for a total value of $144,122,997.18. Following the transaction, the director directly owned 2,336,531 shares of the company’s stock, valued at $541,187,310.22. This trade represents a 21.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 2,585,740 shares of company stock valued at $571,015,527 in the last three months. Insiders own 3.94% of the company’s stock.

Trending Headlines about NVIDIA Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: CEO Jensen Huang publicly rejected the idea of an AI slowdown and told President Donald Trump that NVIDIA would not allow one to happen. Trump also criticized opposition to new data centers, signaling continued political support for AI infrastructure investment. NVIDIA CEO Jensen Huang tells Trump about AI slowdown Positive Sentiment: NVIDIA’s underlying demand story remains strong: recent earnings showed revenue growth of more than 100%, while management has indicated that supply—not customer demand—is limiting expansion. Analysts continue to view NVIDIA favorably relative to other AI infrastructure companies because of its faster growth, strong margins and lower leverage. NVIDIA versus Marvell AI infrastructure comparison Positive Sentiment: The company expanded its open-source CUDA-Q platform with CUDA-Q Logical, which connects GPUs with quantum processors and could generate longer-term demand for NVIDIA accelerated-computing and networking systems. Fermilab reportedly reduced a fault-tolerant design cycle from five months to three weeks using the platform. NVIDIA expands CUDA-Q for quantum computing Neutral Sentiment: NVIDIA is reportedly considering a large investment in Anthropic and continues to pursue strategic investments across AI infrastructure. Such moves could strengthen ecosystem demand, but the Anthropic investment has not been presented as a finalized transaction. NVIDIA investment discussions involving Anthropic Negative Sentiment: Anthropic, OpenAI and other AI executives have called for a more measured pace of frontier-model development. Investors interpreted those comments as a potential threat to hyperscaler capital spending, GPU demand and the pace of data-center expansion, pressuring NVDA and peer chip stocks. NVIDIA stock and AI slowdown concerns Negative Sentiment: Management expects higher memory costs to weigh on gross margins, while NVIDIA’s reliance on a relatively small number of major customers creates concentration risk. These concerns make the stock vulnerable to profit-taking when AI spending expectations soften. About NVIDIA (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

Featured Articles Five stocks we like better than NVIDIA Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).

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After using his social media site to blast Anthropic CEO Dario Amodei's push for the AI industry to slow down development, President Donald Trump went a step further on Monday.

With Nvidia CEO Jensen Huang speaking on stage at the All-in Summit in Los Angeles, Trump called the tech exec, and was then put on speaker.

"I'm telling you, it's all a hoax," Trump said, according to a video posted on social media by an attendee. "The data centers are great, and they make people wealthy, and they make states wealthy."

President Trump has inserted himself into the raging debate about artificial intelligence and whether the model developers, principally Anthropic and OpenAI, are rapidly building technology that threatens to destroy humanity. Over the weekend, Amodei published an essay arguing for the intentional slowing of the pace of model development, garnering support from OpenAI CEO Sam Altman and SpaceX's Elon Musk.

Opposition to data center development and concerns about AI have been conflated into the same discussion as people increasingly worry that the technology is taking their jobs.

Trump published numerous posts on Truth Social, including one where he said those concerned about AI and data centers are "Revolutionaries for a Bad and Evil Cause." In another post, Trump said he didn't see any need for additional AI regulation, and called the recent AI concerns a "hoax" and "a scam." He wrote that calls to slow down building are only happening because the U.S. is leading other countries in its pace of construction.

After Huang put Trump on speakerphone on Monday, the president said data centers are the "oil of the next 20, 25 years."

He also joked that Huang, CEO of the world's most valuable company, "can develop the most complex computer chip that nobody can copy, but he can't figure out how to put me on speaker."

Trump praised the construction of AI data centers, which are being filled with Nvidia's graphics processing units. While Huang and Trump have appeared together in public several times during the president's second term, Monday's phone call further highlights their tightening bond and the centrality of AI to the U.S. economy, even as other policymakers urge regulation.

"I'm with you all the way," Trump told Huang.

Those opposing data center construction are "playing right into the hands of a lot of people that don't want to see it happen," Trump said, adding that it could be coming from China.

"We're not going to let that happen," Trump said.

"You're right," Huang replied. "We're not going to let that happen, sir."

Chamath Palihapitiya, one of the co-hosts of the summit, posted on X after the session in reference to one of the videos of it, "This was surreal."

An Nvidia representative didn't respond to a request for comment.

Nvidia Corp‘s (NASDAQ:NVDA) AI revenue comes from just a handful of buyers. CFO Colette Kress hopes to turn that customer concentration risk into recurring revenue by getting paid once for GPUs and again when they generate compute income.

Three direct customers generated 44% ($78.2 billion) of Nvidia’s $177.8 billion revenue in the first half of fiscal 2027—up from two customers driving 35% a year earlier.

That rising concentration underscores how heavily Nvidia’s growth relies on a handful of tech giants. Even as Data Center revenue surged 117% year-over-year to $89 billion last quarter, Nvidia is now pushing to broaden who consumes its compute, not just who buys its GPUs.

Nvidia Wants to Get ‘Paid Twice’Enter Nvidia’s “neocloud” strategy.

Under the model, Nvidia sells data center infrastructure to AI cloud providers and backs them with cloud-service agreements to help finance capacity. In exchange, Nvidia takes a cut of the rental revenue when third parties use that compute.

CFO Colette Kress summarized the strategy on the earnings call: "In this model, we get paid twice—once on the hardware sale and again through the share of rental revenue."

By capturing that secondary stream, Nvidia moves from simply supplying AI infrastructure to sharing in the ongoing economics of AI demand.

The Customer Base Could Get Much BiggerNvidia expects non-hyperscaler businesses — including sovereign AI, regional neoclouds, enterprises, edge computing and air-gapped data centers — to represent roughly half of its Data Center business.

The company’s neocloud agreements are designed to help unlock that market. Nvidia’s commitments under the new model totaled $36 billion as of July 26. They typically span six years, and decline as third-party customers, or Nvidia itself, consume capacity.

That creates a potentially powerful feedback loop: Nvidia sells GPUs to expand the customer base, the expanded customer base drives utilization, and Nvidia gets another revenue stream from that utilization.

Why it MattersFor investors, the bigger story is not simply whether Nvidia can keep selling more GPUs. It is whether the company can turn its dominant hardware position into a recurring claim on the broader AI economy.

Watch neocloud utilization, revenue-sharing growth and the expansion of non-hyperscaler demand. If those accelerate, Nvidia’s customer concentration could become less of a weakness — and another source of leverage.

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© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Anthropic CEO Dario Amodei published an essay on Saturday asking the companies that build the most capable artificial intelligence (AI) models to slow down -- to pace how fast those models improve. Stock futures fell Sunday evening as investors weighed AI safety concerns, with Nasdaq futures falling the most.

Nvidia (NVDA -2.99%) shares had already dropped about 5% last week, to about $218 as of this writing, before the essay came out. The chipmaker's own forecast calls for $108.0 billion of revenue this quarter.

Does a paced frontier change what Nvidia can sell, or only how fast models improve? I read the essay over the weekend. Nothing in it asks anyone to buy fewer chips.

Image source: Getty Images.

What does the essay ask for?The essay, called "We Must Pace the Frontier," lays out a three-step plan. Frontier AI companies (the handful of labs training the most capable models) would grant third-party evaluators something like employee-level access to verify safety practices and report incidents. Labs in democratic countries would then coordinate on shared safety standards and limits on the pace of unchecked progress. The third step asks governments to bring authoritarian countries into the arrangement. Anthropic says it is committing to the first step unilaterally.

But the plan is about oversight, not buying. Nowhere does the essay tell anyone to cancel a chip order or reduce a capital budget.

"[P]acing does not mean halting model training or technical progress, but ensuring companies take adequate time to align and safeguard their models," Amodei wrote.

And the idea has momentum. OpenAI CEO Sam Altman and Elon Musk both supported it publicly within a day.

Demand is the part the essay leaves untouchedIn the second quarter of fiscal 2027, a period that ended July 26, Nvidia's revenue more than doubled year over year, totaling $96.2 billion. Data center sales made up $89.0 billion of it, up 117% from a year earlier. Net income grew 126% year over year to $59.7 billion. Management's late-August guide calls for $108.0 billion of fiscal third-quarter revenue, plus or minus 2% -- about 12% above the quarter just reported, and roughly 89% above the $57.0 billion posted in the year-ago period. The growth rate is decelerating, but the dollars keep stepping up.

"Now, compute is revenue. And demand is accelerating," CEO Jensen Huang said in the earnings release, crediting "multiple frontier labs scaling in parallel" as one of the forces behind the build-out.

Notably, frontier labs are precisely the companies the essay is addressed to. If those labs ever paced their spending as Amodei wants them to pace their capabilities, Nvidia would feel it first.

But that isn't what he proposed. Pacing, by the essay's own definition, means taking more time to make models safe -- not halting training.

Anthropic itself is likely the best evidence the two can separate. The company committed to the essay's first step while paying SpaceX about $1.25 billion per month for computing capacity under contracts running through May 2029. The essay's author is one of the industry's biggest buyers of computing power, and nothing he published asks him to stop.

The China zeroThe essay does make one demand about chips. "Do not sell powerful AI chips or semiconductor manufacturing equipment to China, and crack down on chip smuggling operations and remote access to data centers outside China," Amodei wrote.

Put another way, the essay's one instruction on chips is aimed at Washington and the companies doing the selling, not at the labs doing the buying.

That is also the one place Nvidia's forecast already assumes nothing. Management says it is not assuming any data center compute revenue from China in its outlook. The $108.0 billion guide doesn't include a dollar the essay wants blocked.

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Of course, the risk isn't zero. The essay floats capping the computing power that goes into training the largest models, and voluntary standards that hardened into mandatory rules could become a headwind for the build-out.

If that ever happened, the demand behind Nvidia's guidance could slow. But a floated idea isn't one of the plan's three steps, and none of those steps asks for smaller orders.

In the end, nothing published over the weekend changes what Nvidia can sell this quarter. The essay asks the frontier labs to be monitored more closely, not to spend less.

Shares trade at about 28 times earnings here -- arguably a modest price for a company guiding for revenue growth of almost 90%. I wouldn't sell Nvidia stock over this essay. If a frontier lab actually cut back its purchases of computing power, I would rethink that.

Capital Investment Advisory Services LLC lifted its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 1.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 278,059 shares of the computer hardware maker’s stock after purchasing an additional 3,928 shares during the quarter. NVIDIA comprises 3.4% of Capital Investment Advisory Services LLC’s holdings, making the stock its 6th largest position. Capital Investment Advisory Services LLC’s holdings in NVIDIA were worth $55,637,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the company. Boyd Wealth Management LLC raised its holdings in NVIDIA by 273.4% in the second quarter. Boyd Wealth Management LLC now owns 9,145 shares of the computer hardware maker’s stock valued at $1,830,000 after acquiring an additional 6,696 shares in the last quarter. Diversified Enterprises LLC raised its holdings in shares of NVIDIA by 44.2% in the 4th quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker’s stock valued at $23,798,000 after purchasing an additional 39,129 shares in the last quarter. Altshuler Shaham Ltd raised its holdings in shares of NVIDIA by 6,451.9% in the 1st quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker’s stock valued at $111,134,000 after purchasing an additional 627,510 shares in the last quarter. ASR Vermogensbeheer N.V. lifted its position in shares of NVIDIA by 1.8% during the 4th quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker’s stock worth $591,086,000 after purchasing an additional 54,877 shares during the last quarter. Finally, Storen Legacy Partners LLC acquired a new position in shares of NVIDIA during the fourth quarter worth $1,350,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Wall Street Analysts Forecast Growth A number of analysts have issued reports on NVDA shares. Zacks Research downgraded NVIDIA from a “strong-buy” rating to a “hold” rating in a report on Friday, August 21st. Evercore set a $465.00 target price on NVIDIA and gave the stock an “outperform” rating in a research note on Thursday, August 27th. Raymond James Financial set a $515.00 price target on NVIDIA and gave the company a “strong-buy” rating in a report on Thursday, August 27th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $350.00 price target on shares of NVIDIA in a research note on Monday, August 24th. Finally, DZ Bank reissued a “buy” rating on shares of NVIDIA in a report on Wednesday, August 26th. Three research analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $324.34.

Check Out Our Latest Stock Report on NVIDIA NVIDIA Stock Performance Shares of NVDA opened at $218.29 on Monday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. The stock has a market capitalization of $5.26 trillion, a P/E ratio of 27.60, a P/E/G ratio of 1.71 and a beta of 2.22. The company’s fifty day moving average is $213.29 and its two-hundred day moving average is $203.41. NVIDIA Corporation has a 1 year low of $164.27 and a 1 year high of $236.54.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating the consensus estimate of $2.09 by $0.13. The business had revenue of $96.22 billion during the quarter, compared to analysts’ expectations of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The company’s quarterly revenue was up 105.9% compared to the same quarter last year. During the same period last year, the firm earned $1.05 EPS. On average, sell-side analysts predict that NVIDIA Corporation will post 9.12 earnings per share for the current year.

NVIDIA Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be paid a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Thursday, September 10th. NVIDIA’s dividend payout ratio is currently 12.64%.

NVIDIA announced that its Board of Directors has authorized a share repurchase plan on Wednesday, May 20th that authorizes the company to buyback $80.00 billion in outstanding shares. This buyback authorization authorizes the computer hardware maker to purchase up to 1.5% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

Insider Transactions at NVIDIA In other news, EVP Timothy Teter sold 30,000 shares of the business’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the completion of the sale, the executive vice president directly owned 2,687,660 shares of the company’s stock, valued at $585,587,360.80. The trade was a 1.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Stevens sold 622,239 shares of the stock in a transaction on Friday, September 4th. The stock was sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the completion of the sale, the director directly owned 2,336,531 shares of the company’s stock, valued at $541,187,310.22. The trade was a 21.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 2,585,740 shares of company stock worth $571,015,527. 3.94% of the stock is owned by corporate insiders.

Key Stories Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Analyst upgrade and growth outlook: Piper Sandler upgraded NVIDIA to “strong buy,” while CEO Jensen Huang reiterated expectations for roughly 70% revenue growth next year and a potential $3 trillion–$4 trillion AI market by 2030. Erste Group also raised its FY2027 EPS estimate to $9.23 from $9.00. NVIDIA analyst upgrade Jensen Huang growth outlook Positive Sentiment: Evidence of sustained chip demand: TSMC reported August revenue growth of 53.3% year over year, signaling continued orders for AI accelerators and advanced packaging. The data supports NVIDIA’s view that hyperscaler and enterprise AI infrastructure spending remains strong. TSMC August revenue Positive Sentiment: Infrastructure expansion and partnerships: NVIDIA is working with Australian cloud and data-center companies on up to 2 gigawatts of AI-factory capacity by 2027. Its collaborations with Palantir on sovereign AI supply chains and d-Matrix on chip-linking technology further expand the CUDA-based ecosystem and potential future demand. NVIDIA Australia AI infrastructure d-Matrix partnership Neutral Sentiment: Valuation remains the central debate: Investors are weighing NVIDIA’s exceptional growth, profitability and AI leadership against a very high market capitalization and the possibility that optimistic forecasts are already reflected in the stock. Analysts continue to compare NVIDIA with Broadcom and AMD as custom silicon competition develops. NVIDIA valuation debate Negative Sentiment: Regulatory and sentiment risks: The Justice Department is reportedly examining NVIDIA’s licensing arrangement with Groq for possible antitrust concerns. In addition, insiders have reported substantial selling with no purchases in the past six months, while higher oil prices and Treasury yields have pressured high-growth technology shares. DOJ Groq investigation NVIDIA insider sales About NVIDIA (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

Featured Stories Five stocks we like better than NVIDIA Why Bitcoin ETFs May Be Worth Another Look as Inflows Rebound 3 Small-Cap Biotechs With Binary Catalysts on the Calendar Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound As Homeowners’ Premiums Surge, This Insurer Is Posting Record Profits Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).

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ERn Financial LLC grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 22.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 17,872 shares of the computer hardware maker’s stock after purchasing an additional 3,222 shares during the quarter. NVIDIA makes up about 0.6% of ERn Financial LLC’s portfolio, making the stock its 21st biggest holding. ERn Financial LLC’s holdings in NVIDIA were worth $3,576,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of NVDA. Lifetime Wealth Management P.C. purchased a new stake in NVIDIA during the 4th quarter valued at about $26,000. Longview Financial Advisors Inc. purchased a new position in NVIDIA in the 1st quarter worth approximately $27,000. Longfellow Investment Management Co. LLC lifted its stake in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Phillip James Consulting Co. acquired a new position in shares of NVIDIA during the 1st quarter worth approximately $40,000. Finally, Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA during the 2nd quarter worth approximately $40,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Analyst upgrade and growth outlook: Piper Sandler upgraded NVIDIA to “strong buy,” while CEO Jensen Huang reiterated expectations for roughly 70% revenue growth next year and a potential $3 trillion–$4 trillion AI market by 2030. Erste Group also raised its FY2027 EPS estimate to $9.23 from $9.00. NVIDIA analyst upgrade Jensen Huang growth outlook Positive Sentiment: Evidence of sustained chip demand: TSMC reported August revenue growth of 53.3% year over year, signaling continued orders for AI accelerators and advanced packaging. The data supports NVIDIA’s view that hyperscaler and enterprise AI infrastructure spending remains strong. TSMC August revenue Positive Sentiment: Infrastructure expansion and partnerships: NVIDIA is working with Australian cloud and data-center companies on up to 2 gigawatts of AI-factory capacity by 2027. Its collaborations with Palantir on sovereign AI supply chains and d-Matrix on chip-linking technology further expand the CUDA-based ecosystem and potential future demand. NVIDIA Australia AI infrastructure d-Matrix partnership Neutral Sentiment: Valuation remains the central debate: Investors are weighing NVIDIA’s exceptional growth, profitability and AI leadership against a very high market capitalization and the possibility that optimistic forecasts are already reflected in the stock. Analysts continue to compare NVIDIA with Broadcom and AMD as custom silicon competition develops. NVIDIA valuation debate Negative Sentiment: Regulatory and sentiment risks: The Justice Department is reportedly examining NVIDIA’s licensing arrangement with Groq for possible antitrust concerns. In addition, insiders have reported substantial selling with no purchases in the past six months, while higher oil prices and Treasury yields have pressured high-growth technology shares. DOJ Groq investigation NVIDIA insider sales Insider Activity at NVIDIA In other NVIDIA news, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the sale, the director owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. The trade was a 14.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Timothy S. Teter sold 30,000 shares of the company’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $217.88, for a total value of $6,536,400.00. Following the transaction, the executive vice president owned 2,687,660 shares in the company, valued at $585,587,360.80. This trade represents a 1.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 2,585,740 shares of company stock worth $571,015,527. Company insiders own 3.94% of the company’s stock. NVIDIA Stock Performance NASDAQ NVDA opened at $218.29 on Monday. The stock has a fifty day simple moving average of $213.29 and a 200-day simple moving average of $203.41. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. The stock has a market cap of $5.26 trillion, a PE ratio of 27.60, a P/E/G ratio of 1.71 and a beta of 2.22. NVIDIA Corporation has a twelve month low of $164.27 and a twelve month high of $236.54.

NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The firm had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. During the same period in the previous year, the firm earned $1.05 EPS. NVIDIA’s revenue was up 105.9% on a year-over-year basis. Equities analysts anticipate that NVIDIA Corporation will post 9.12 earnings per share for the current year.

NVIDIA declared that its board has initiated a stock buyback program on Wednesday, May 20th that permits the company to buyback $80.00 billion in outstanding shares. This buyback authorization permits the computer hardware maker to reacquire up to 1.5% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s management believes its shares are undervalued.

NVIDIA Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Thursday, September 10th. NVIDIA’s payout ratio is 12.64%.

Analyst Ratings Changes NVDA has been the subject of several recent research reports. Seaport Research Partners increased their price target on NVIDIA from $140.00 to $180.00 and gave the company a “sell” rating in a report on Thursday, May 21st. CICC Research boosted their price objective on NVIDIA from $240.60 to $268.30 and gave the stock an “outperform” rating in a research note on Friday, May 22nd. Cantor Fitzgerald restated an “overweight” rating and issued a $350.00 target price on shares of NVIDIA in a report on Monday, August 24th. Jefferies Financial Group reaffirmed a “buy” rating on shares of NVIDIA in a research note on Wednesday, August 26th. Finally, China Renaissance lifted their price target on NVIDIA from $319.00 to $330.00 and gave the stock a “buy” rating in a report on Monday, August 31st. Three analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and a consensus target price of $324.34.

Check Out Our Latest Stock Analysis on NVDA

About NVIDIA (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

Further Reading Five stocks we like better than NVIDIA Why Bitcoin ETFs May Be Worth Another Look as Inflows Rebound 3 Small-Cap Biotechs With Binary Catalysts on the Calendar Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound As Homeowners’ Premiums Surge, This Insurer Is Posting Record Profits

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News Summary:

The NVIDIA CUDA-Q platform now includes the CUDA-Q Logical orchestration layer, giving the quantum industry an open, programmable way to design and test fault-tolerant quantum computing applications in areas such as drug discovery, financial modeling and materials development.Fermilab used CUDA-Q Logical to accelerate fault-tolerant architecture development from five months to three weeks — a 7x speedup.QUOPS is a benchmark for the future of quantum computing, measuring the readiness of fault-tolerant quantum hardware for practical applications. Developed by Sandia National Laboratories, QUOPS is now available in NVIDIA CUDA-Q.
TORONTO, Sept. 14, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced an expansion of the NVIDIA CUDA-Q™ open source platform with CUDA-Q Logical, an orchestration layer that provides a programmable, verifiable approach to developing useful applications for fault-tolerant quantum computers.

Fault-tolerant quantum processors with logical qubits are essential for useful quantum computing, allowing systems to overcome the errors inherent in physical qubits so they can execute the larger computations needed for practical applications such as drug discovery, financial modeling and materials development.

However, developing applications for such systems is a tedious, time-consuming codesign challenge: A change to an algorithm, error-correction code, hardware architecture or other QPU component can significantly change the resources needed to run any given application.

With CUDA-Q Logical, researchers can now design and orchestrate the many components required for fault-tolerant quantum computing applications, easily switching between options to identify optimal system configurations for performance with logical qubits.

“Quantum computing is maturing into an era of logical qubits, and researchers need an open, customizable platform capable of representing all aspects of a fault-tolerant system,” said Timothy Costa, vice president and general manager of quantum at NVIDIA. “The addition of CUDA-Q Logical provides power and flexibility to explore fully integrated, co-optimized systems regardless of qubit type and architecture — drastically shortening the timeline to useful quantum-GPU supercomputing.”

CUDA-Q Logical is already being used by QPU makers and labs including Fermi National Accelerator Laboratory, Infleqtion, IQM Quantum Computers, QCDesign Quantum Motion and Sandia National Laboratories.

Using CUDA-Q Logical, Iceberg Quantum modeled its fault-tolerant architecture for Diraq’s qubits, showing how 1,000 logical qubits can be created with just 150,000 physical qubits, roughly 10x fewer than Diraq’s previous estimates. CUDA-Q Logical gave an unprecedented way to rapidly assess potential implementations of Iceberg’s architecture, helping dramatically reduce the hardware needed for useful, fault-tolerant quantum computing.

Fermilab Uses CUDA-Q Logical to Explore Fault-Tolerant Applications
In early work, Fermilab researchers used CUDA-Q Logical to validate prior results and evaluate physical qubits, runtimes and other resource requirements across different error-correction approaches and quantum hardware.

Fermilab transformed complicated fault-tolerant system designs into a repeatable and verifiable computational workflow, accelerating fault-tolerant algorithm development from five months to three weeks, a 7x speedup.

“Fault-tolerant quantum computing is the path to unlocking new scientific discovery, but getting there will require researchers to codesign algorithm, error correction, architectures and hardware together,” said Anna Grassellino, chief technology officer at Fermilab and director of the Superconducting Quantum Materials and Systems Center. “Using CUDA-Q Logical, our team explored combinations of these resources in just three weeks, compared with what would have typically taken about five months of building specialized infrastructure.”

Sandia Creates Benchmark for Future of Quantum Computing
QUOPS is a new, independent cross-platform benchmark developed by Sandia National Laboratories that measures the progress quantum computing systems are making toward utility-scale applications.

With Sandia’s QUOPS, the industry now has access to a hardware-agnostic, open method to benchmark progress toward shared goals for fault-tolerant quantum computers. Historically, progress in quantum computing has been measured primarily through advances in physical qubits — increasing qubit counts, improving fidelity and extending coherence.

“At Sandia, we can’t wait to see fault-tolerant quantum computers helping to solve problems of national importance for the Department of Energy and the United States,” said Timothy Proctor, co-director of Sandia National Laboratories’ Quantum Performance Laboratory. “Our mission right now is to bring that about sooner, by accelerating our industry partners’ progress. To do that, we, and other quantum computing stakeholders, have to be able to track and forecast the growth of quantum computer abilities. We created QUOPS to do exactly that, and we’re excited to see it used by quantum computing vendors and customers.”

Sandia shared early results in a preprint posted ahead of IEEE Quantum Week, reporting initial QUOPS benchmarks for QPUs from Google, IBM and Quantinuum. A QUOPS reference implementation is available in NVIDIA CUDA-Q.

Expanding the Quantum-GPU Supercomputing Platform
The ecosystem is also adopting NVIDIA’s larger lineup of quantum computing technologies for turning qubits into useful quantum-GPU supercomputers.

Diraq used NVIDIA Ising, the world’s first family of open models for building and deploying AI for useful quantum computing, to calibrate its silicon-based qubit processor.

Companies are integrating their quantum processors with GPU supercomputing using NVIDIA NVQLink™, the open system architecture for tightly coupling quantum processors with GPU supercomputers. With NVQLink:

Anyon Computing developed a new quantum control system.Quandela developed a QPU-GPU architecture.Quantum Machines ran a demo of integrating state-of-the-art supercomputing resources with qubits at the Israeli Quantum Computing Center.
The NVIDIA CUDA-Q open development platform continues to be adopted across the quantum computing ecosystem:

BlueQubit launched the Quantum Flywheel grant program for researchers, to give them access to NVIDIA accelerated computing through CUDA-Q.Qedma Quantum Computing and QCentroid each integrated their technology with CUDA-Q to support quantum error correction and mitigation, as well as the deployment of quantum applications. The quantum ecosystem is also working with NVIDIA to develop new and improved quantum applications:

IonQ announced progress on DQAOA-GPT, a quantum generative AI framework, using NVIDIA accelerated computing.MITRE published work on building GPU-accelerated digital twins of quantum sensors.Phasecraft is using NVIDIA cuQuantum to generate the largest-known variational quantum eigensolver emulated molecular database.UCLA and Caltech are advancing the design of control sequences needed to run quantum applications. Availability
CUDA-Q Logical is now available through GitHub. Explore the QUOPS repository.

Learn more by reading these papers on CUDA-Q Logical and QUOPS.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing. 

For further information, contact:
Aaron Groff
Corporate Communications
NVIDIA Corporation
[email protected]

Certain statements in this press release including, but not limited to, statements as to: expectations with respect to quantum computing; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on NVIDIA’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, and other NVIDIA product and service names are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries and regions. Other company, product, and service names may be trademarks of the respective companies with which they are associated.

A photo accompanying this announcement is available at:
https://www.globenewswire.com/NewsRoom/AttachmentNg/0f02bc26-1063-45ff-85fe-7d84a32d9392

NVIDIA CUDA-Q The NVIDIA CUDA-Q open source platform now includes CUDA-Q Logical, an orchestration layer that prov...

True North Advisors LLC grew its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 4.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 138,090 shares of the computer hardware maker’s stock after buying an additional 6,165 shares during the quarter. NVIDIA accounts for 2.6% of True North Advisors LLC’s investment portfolio, making the stock its 12th largest position. True North Advisors LLC’s holdings in NVIDIA were worth $27,630,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Norges Bank acquired a new position in NVIDIA during the fourth quarter worth $62,244,133,000. J. Stern & Co. LLP grew its position in shares of NVIDIA by 13,709.1% in the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock valued at $23,454,297,000 after purchasing an additional 124,849,603 shares during the period. Cardano Risk Management B.V. grew its position in shares of NVIDIA by 896.4% in the fourth quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker’s stock valued at $14,570,119,000 after purchasing an additional 70,283,539 shares during the period. Capital Research Global Investors increased its stake in shares of NVIDIA by 16.1% during the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock worth $30,855,564,000 after purchasing an additional 22,896,705 shares in the last quarter. Finally, Laurel Wealth Advisors LLC increased its stake in shares of NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after purchasing an additional 21,725,326 shares in the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

NVIDIA News Summary Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Analyst upgrade and growth outlook: Piper Sandler upgraded NVIDIA to “strong buy,” while CEO Jensen Huang reiterated expectations for roughly 70% revenue growth next year and a potential $3 trillion–$4 trillion AI market by 2030. Erste Group also raised its FY2027 EPS estimate to $9.23 from $9.00. NVIDIA analyst upgrade Jensen Huang growth outlook Positive Sentiment: Evidence of sustained chip demand: TSMC reported August revenue growth of 53.3% year over year, signaling continued orders for AI accelerators and advanced packaging. The data supports NVIDIA’s view that hyperscaler and enterprise AI infrastructure spending remains strong. TSMC August revenue Positive Sentiment: Infrastructure expansion and partnerships: NVIDIA is working with Australian cloud and data-center companies on up to 2 gigawatts of AI-factory capacity by 2027. Its collaborations with Palantir on sovereign AI supply chains and d-Matrix on chip-linking technology further expand the CUDA-based ecosystem and potential future demand. NVIDIA Australia AI infrastructure d-Matrix partnership Neutral Sentiment: Valuation remains the central debate: Investors are weighing NVIDIA’s exceptional growth, profitability and AI leadership against a very high market capitalization and the possibility that optimistic forecasts are already reflected in the stock. Analysts continue to compare NVIDIA with Broadcom and AMD as custom silicon competition develops. NVIDIA valuation debate Negative Sentiment: Regulatory and sentiment risks: The Justice Department is reportedly examining NVIDIA’s licensing arrangement with Groq for possible antitrust concerns. In addition, insiders have reported substantial selling with no purchases in the past six months, while higher oil prices and Treasury yields have pressured high-growth technology shares. DOJ Groq investigation NVIDIA insider sales Wall Street Analyst Weigh In A number of research analysts recently weighed in on NVDA shares. Itau BBA Securities decreased their price target on shares of NVIDIA from $256.00 to $218.00 in a research note on Wednesday, June 24th. JPMorgan Chase & Co. boosted their price objective on NVIDIA from $280.00 to $320.00 and gave the stock an “overweight” rating in a research note on Thursday, August 27th. Mizuho set a $315.00 target price on NVIDIA and gave the company an “outperform” rating in a report on Thursday, August 27th. Truist Financial raised their target price on NVIDIA from $307.00 to $346.00 and gave the company a “buy” rating in a research report on Thursday, August 27th. Finally, China Renaissance lifted their price target on NVIDIA from $319.00 to $330.00 and gave the stock a “buy” rating in a research note on Monday, August 31st. Three investment analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $324.34. Get Our Latest Stock Report on NVIDIA

NVIDIA Trading Down 0.0% NVDA opened at $218.29 on Friday. The firm has a market capitalization of $5.26 trillion, a price-to-earnings ratio of 27.60, a price-to-earnings-growth ratio of 1.71 and a beta of 2.22. The company’s 50 day simple moving average is $213.29 and its two-hundred day simple moving average is $203.33. NVIDIA Corporation has a 1-year low of $164.27 and a 1-year high of $236.54. The company has a debt-to-equity ratio of 0.14, a current ratio of 4.59 and a quick ratio of 3.85.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The business had revenue of $96.22 billion during the quarter, compared to analyst estimates of $92.27 billion. During the same period in the prior year, the business earned $1.05 earnings per share. The business’s revenue was up 105.9% compared to the same quarter last year. Analysts expect that NVIDIA Corporation will post 9.12 EPS for the current fiscal year.

NVIDIA Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.5%. The ex-dividend date is Thursday, September 10th. NVIDIA’s dividend payout ratio is presently 12.64%.

NVIDIA announced that its board has authorized a stock repurchase plan on Wednesday, May 20th that permits the company to repurchase $80.00 billion in shares. This repurchase authorization permits the computer hardware maker to reacquire up to 1.5% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Insider Buying and Selling at NVIDIA In other NVIDIA news, EVP Timothy Teter sold 30,000 shares of the firm’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $217.88, for a total value of $6,536,400.00. Following the completion of the sale, the executive vice president directly owned 2,687,660 shares of the company’s stock, valued at $585,587,360.80. This trade represents a 1.10% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Stevens sold 622,239 shares of NVIDIA stock in a transaction on Friday, September 4th. The stock was sold at an average price of $231.62, for a total value of $144,122,997.18. Following the transaction, the director owned 2,336,531 shares in the company, valued at approximately $541,187,310.22. This represents a 21.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 2,585,740 shares of company stock valued at $571,015,527. 3.94% of the stock is owned by company insiders.

NVIDIA Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

Further Reading Five stocks we like better than NVIDIA Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity? Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).

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