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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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Meridian Investment Counsel Inc. cut its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 29.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,132 shares of the computer hardware maker’s stock after selling 3,900 shares during the quarter. Meridian Investment Counsel Inc.’s holdings in NVIDIA were worth $1,827,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of NVDA. Defender Capital LLC. boosted its stake in NVIDIA by 0.7% during the second quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker’s stock valued at $1,507,000 after buying an additional 50 shares during the period. Kooman & Associates increased its stake in NVIDIA by 0.6% in the 2nd quarter. Kooman & Associates now owns 8,464 shares of the computer hardware maker’s stock worth $1,694,000 after acquiring an additional 50 shares during the last quarter. Spectrum Financial Alliance Ltd LLC raised its holdings in shares of NVIDIA by 3.8% in the 1st 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 in the last quarter. PFS Partners LLC raised its holdings in shares of NVIDIA by 1.2% in the 2nd quarter. PFS Partners LLC now owns 4,375 shares of the computer hardware maker’s stock valued at $875,000 after acquiring an additional 51 shares in the last quarter. Finally, LMG Wealth Partners LLC boosted its position in shares of NVIDIA by 0.7% during the 4th quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock valued at $1,427,000 after acquiring an additional 53 shares during the last quarter. 65.27% of the stock is owned by institutional investors.

NVIDIA Stock Down 0.0% Shares of NVIDIA stock opened at $218.29 on Friday. 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 52-week low of $164.27 and a 52-week high of $236.54. The stock has a market capitalization of $5.26 trillion, a price-to-earnings ratio of 27.60, a P/E/G ratio of 1.71 and a beta of 2.22. The company’s 50 day moving average price is $213.29 and its 200-day moving average price is $203.33.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.09 by $0.13. The business 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 company’s revenue was up 105.9% on a year-over-year basis. During the same quarter last year, the firm earned $1.05 EPS. Equities research analysts forecast that NVIDIA Corporation will post 9.12 EPS for the current year. NVIDIA announced that its Board of Directors has approved a stock buyback program on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in shares. This repurchase authorization authorizes the computer hardware maker to repurchase up to 1.5% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board of directors believes its stock is undervalued.

NVIDIA Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th will be given 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 is Thursday, September 10th. NVIDIA’s dividend payout ratio (DPR) is currently 12.64%.

Insider Activity at NVIDIA In other news, EVP Timothy Teter sold 30,000 shares of the business’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 2,687,660 shares of the company’s stock, valued at approximately $585,587,360.80. The trade was a 1.10% decrease in their ownership of the stock. The transaction 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 Stevens sold 885,000 shares of the company’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total value of $186,000,450.00. Following the transaction, the director owned 5,207,271 shares of the company’s stock, valued at approximately $1,094,412,146.07. This represents a 14.53% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 2,585,740 shares of company stock worth $571,015,527 over the last three months. Insiders own 3.94% of the company’s stock.

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 Analyst Upgrades and Downgrades Several research analysts have recently commented on the company. Tigress Financial reissued a “strong-buy” rating and set a $425.00 price objective (up from $360.00) on shares of NVIDIA in a report on Wednesday, May 27th. Craig Hallum raised their target price on shares of NVIDIA from $245.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Oppenheimer set a $315.00 target price on shares of NVIDIA and gave the company an “outperform” rating in a research report on Thursday, August 27th. The Goldman Sachs Group reissued a “buy” rating on shares of NVIDIA in a research note on Thursday. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $390.00 price target on shares of NVIDIA in a report on Friday, September 4th. 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 MarketBeat.com, NVIDIA has an average rating of “Buy” and an average price target of $324.34.

Get Our Latest Report on NVDA

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.

Recommended Stories 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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One analyst firm's five-year cash projection for NVIDIA would make the chip giant wealthier than every hyperscaler, every semiconductor rival, and most of the banks financing the AI buildout combined. The question is what Jensen Huang would do with that…

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A $1.4 Trillion Cash Projection Research firm SemiAnalysis, in a September 11, 2026 note titled “Nvidia’s Backstop Universe, Heads I Win, Tails Who Loses?”, projects that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) could accumulate roughly $1.4 trillion in cash and investments by fiscal 2031. That figure is an analyst projection rather than a reported balance-sheet number. It is grounded in consensus estimates of about $441 billion in EBITDA for fiscal 2028 alone, extrapolated across the remainder of the decade.

What It Means Operationally The projection is a compounding story built on NVIDIA’s current cash engine. Fiscal year operating cash flow rose from $28.09 billion for the year ended January 31, 2024, to $64.09 billion for the year ended January 31, 2025, and then to $102.72 billion for the year ended January 31, 2026. The most recent quarter delivered $96.22 billion in revenue, up 105.8% year over year, with net income of $59.69 billion and non-GAAP gross margin of 75.0%.

The balance sheet already shows the shape of the argument. Total assets reached $320.27 billion as of July 31, 2026, with short-term investments of $76.93 billion and long-term investments of $51.16 billion layered on top of $22.44 billion in cash. Total debt sits at just $38.86 billion against $228.98 billion in shareholder equity. Management guided Q3 fiscal 2027 revenue to $108.0 billion, plus or minus 2%, and CFO Colette Kress told analysts NVIDIA expects fiscal 2028 revenue to grow approximately 70%.

Compounding a cash pile from today’s base to $1.4 trillion in five years is straightforward arithmetic if those growth rates hold.

Market Reaction NVIDIA shares closed at $218.29 on September 11, 2026. Over the past week, the stock is down 5.13% from $230.10 on September 4, 2026. Year to date, shares are up 17.32%, and the one-year return stands at 23.5%. Market capitalization sits at roughly $5.27 trillion as of September 13, 2026.

Bull Case A $1.4 trillion cash and investments war chest would put NVIDIA in a category of one. It would exceed the pure cash positions of every hyperscale customer, every semiconductor rival, and most major banks financing the AI buildout. SemiAnalysis frames cumulative AI infrastructure spending at roughly $11 trillion from 2024 through 2029, much of it debt-financed. NVIDIA would sit at the top of that capital stack as both supplier and financier.

The mechanics are already visible. NVIDIA has mobilized over $500 billion in third-party capital for AI infrastructure with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR. Supply commitments have climbed to $279.0 billion, largely tied to memory procurement for Vera Rubin, and NVIDIA has issued guarantee obligations capped at $108.5 billion for AI cloud and data center partners. Cloud industry backlog now sits at greater than $2 trillion, and the top five hyperscalers are projected to spend nearly $800 billion in 2026 and $1.3 trillion in 2027 on capital expenditures.

Per-gigawatt economics are expanding as well. Kress said Vera Rubin generates $40 billion per gigawatt, up from $25 billion for Blackwell and roughly $18 billion for Hopper. CEO Jensen Huang added: “Next Vera Rubin is 40. And after that, it’s going to be higher.” Capital returns are scaling with the cash flow: NVIDIA returned roughly $26.0 billion to shareholders in Q2 and has $99.0 billion remaining on its buyback authorization. EPS surprises have been positive in every quarter from fiscal period ending January 31, 2023 through July 31, 2026, with the latest quarter at $2.22 versus a $2.09 estimate.

Bottom Line The $1.4 trillion figure is a modeled outcome rather than a guarantee, and SemiAnalysis flags that NVIDIA will likely recycle much of that capital into marketable securities, strategic equity stakes, and further ecosystem support rather than hold it as idle cash. Any slowdown in GPU demand, margin compression, or fresh export restrictions could pull the terminal number down. For long-term holders, the case rests on whether the current cash engine keeps running: a 27 P/E and 24 forward P/E, a $327.65 analyst target price, and 57 buy or strong buy ratings against three hold or sell suggest Wall Street is still underwriting the compounding. The next test is Q3 fiscal 2027 earnings, with a $0.25 quarterly dividend already scheduled for payment on October 1, 2026. If NVIDIA hits its $108 billion guide, the path to a central-bank balance sheet gets shorter by one quarter.

Contact [email protected] for any questions or corrections.

Nvidia (NVDA -0.03%) trades around $224 as of this writing, within about 5% of its 52-week high of $236.54 and up about 37% from its 52-week low. The company is worth more than $5.4 trillion.

And anyone who has watched the artificial intelligence (AI) chip giant's stock climb for the past few years without buying it has probably wondered some version of the same thing: Is it too late?

The chart can't answer that. The company's latest results and guidance can, though, because they show what today's price assumes about the next three years of earnings. Let's take a look.

Image source: The Motley Fool.

Accelerating growthUnderscoring how strong demand remains, Nvidia's revenue rose 106% year over year to $96.2 billion in the fiscal second quarter of 2027, a period that ended July 26. It was the company's fourth quarter in a row of accelerating growth, with the rate stepping up from 62% to 73% to 85% over the three quarters before it. Data center revenue grew even faster, climbing 117% to $89 billion -- 93% of Nvidia's total revenue. And profits kept pace. Net income more than doubled year over year to about $60 billion, helped by a 75% gross margin.

The outlook is strong, too. Management guided for fiscal third-quarter revenue of $108 billion, about 12% more than the fiscal second quarter's total.

For perspective, that one quarter of guided revenue is more than the nearly $61 billion Nvidia generated in all of fiscal 2024.

What is today's price counting on?Over the past four reported quarters, Nvidia earned $7.91 per share. At about $224, that comes to about 28 times earnings.

For a company growing this fast, though, that figure ages quickly. What matters more is where earnings go from here.

"We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply constrained outlook," chief financial officer Colette Kress told analysts on the company's earnings call in late August.

In other words, what caps next fiscal year's growth is how many chips Nvidia can make, not how many its customers want.

Margins are the one piece of the outlook moving the other way. Memory prices have climbed more than the company anticipated, and management now expects gross margin to slip to 74% in the fiscal third quarter, bottom at 71% to 72% in the fiscal fourth quarter, and settle at 72% to 73% in fiscal 2028.

Even on those lower margins, 70% revenue growth should leave earnings per share somewhere close to double the trailing figure. Analysts' fiscal 2028 estimates sit in the same neighborhood. That prices shares at about 14.5 times what the company is forecast to earn in fiscal 2028, roughly half of what they cost on the past year's profits.

A price-to-earnings multiple of about 14.5 on a forecast one year out is what a mature, slow-growing business might command, not one management expects to grow 70%. I'd argue the market has already priced in the year of growth Nvidia's supply chain is lined up to deliver, while giving the company little credit for anything after that.

Nvidia doesn't need three great yearsFor a purchase at today's price to work out over the next three years, then, Nvidia doesn't need to keep doubling. It needs fiscal 2028 to land somewhere near the growth management says supply already supports.

And it needs to hold onto those earnings afterward, rather than giving them back in a downturn.

Holding on is the harder half. Not only does data center revenue account for 93% of the total, but much of that comes from a short list of enormous cloud companies whose spending plans can change.

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Chips have been a cyclical business for decades, too, and Nvidia's own history includes some painful downturns. If AI spending stalls in fiscal 2029 or 2030, earnings could fall outright -- and take the stock down with them.

So, is it too late to buy Nvidia stock? I don't think so. Today's price, I think, already treats fiscal 2028 as the end of the big growth, and the business enters that year with demand still outrunning supply.

Of course, a severe downturn in AI spending can't be ruled out. But if fiscal 2028 lands anywhere close to the 70% management expects and earnings simply hold from there, buyers at this level should do fine.

Ultimately, I'd buy shares at today's price. If the next couple of quarterly reports show growth rolling over, or the fiscal 2028 outlook comes down, I'd revisit that.

Anthropic is in talks to ​bring Nvidia (NVDA.O) as an anchor investor into what could be the largest IPO in history, two people familiar with the ‌matter told Reuters.

Anthropic is seeking to raise as much as $100 billion that could value the artificial intelligence startup at around $2 trillion, the people said. Nvidia is considering investing up to $10 billion in the IPO, one of the sources added. The plans remain under discussion and could change, they cautioned, requesting anonymity because the discussions are confidential.

Nvidia’s potential involvement ​in the IPO, which has not previously been reported, would give Anthropic an early strategic backer for the outsized offering, while further deepening ties ​between the chipmaker and one of its major customers. Bringing a deep-pocketed anchor investor like Nvidia onboard could boost ⁠investor confidence in the listing, which is shaping up to be a major test of public-market appetite for the enormous valuations and capital requirements ​of frontier AI labs.

Anthropic declined to comment. Nvidia did not immediately respond to a request for comment.

Anchor investors are typically institutional investors that commit to ​buy a set portion of an IPO before it is marketed more broadly, providing an early vote of confidence in the shares. It is increasingly common for mega IPOs to line up early institutional commitments, given the large amounts they seek to raise. Chip designer Arm’s anchor investors included Nvidia and Amazon, while Saudi Arabia’s PIF was among ​SpaceX’s anchor investors.

The deepened relationship highlights the complex ties between AI model developers and the companies supplying the enormous amounts of computing power they ​require. Anthropic relies heavily on Nvidia GPUs, while also seeking to diversify its chip suppliers as demand for Claude has strained its available computing capacity.

In November 2025, Nvidia said ‌it would invest ⁠up to $10 billion in the AI startup as part of a broader partnership under which Anthropic committed to buy $30 billion of Microsoft Azure computing capacity powered by Nvidia chips.

Anthropic already counts the biggest tech companies in the world as backers. These include Amazon and Google, who are also its major compute suppliers. In April, Anthropic said it would commit more than $100 billion over a decade to Amazon’s AWS, while using more than 1 million of Amazon’s ​Trainium2 chips. It has also agreed ​with Google and Broadcom to ⁠add multiple gigawatts of TPU capacity.

The company has been trying to access more compute as its revenue has surged. It is also working to gain greater control over its hardware costs by forming an in-house team to design custom ​chips tailored to Claude.

The listing, which is expected to complete before the U.S. midterm elections in November, would mark ​another jump in ⁠Anthropic’s valuation. The Claude maker raised $65 billion in May at a post-money valuation of $965 billion. Its annualized revenue run rate had climbed above $65 billion by the end of July, from about $9 billion at the end of 2025, according to the company. The potential valuation also hinges in part on company projections of roughly $190 ⁠billion to $200 ​billion in revenue in 2028, Reuters previously reported.

The expected Anthropic IPO added to a string of ​blockbuster listings that has propelled the U.S. IPO market toward a record year, following Elon Musk's SpaceX's debut in June.

U.S. IPOs, excluding special-purpose acquisition companies, have raised a record $137 billion through the ​end of August, according to Dealogic.

Palantir is betting that the most valuable AI workloads are the ones OpenAI can never touch, and a fresh Nvidia partnership just gave that argument serious hardware backing. The question is whether the premium valuation leaves any room for the…

Palantir (NASDAQ:PLTR | PLTR Price Prediction) spent this week making a specific argument about who owns the AI work that matters most. At its AIPCon customer conference, the company expanded its partnership with NVIDIA (NASDAQ:NVDA) to pair its enterprise data platform with Nvidia’s customizable Nemotron open models, aimed at supply chains across manufacturing, agriculture, pharmaceuticals, retail and government. Nvidia intends to deploy the combined technology inside its own operations.

What Palantir is selling is a way to run models inside the customer’s environment, with the customer keeping the weights and the data. The pitch targets buyers who cannot route sensitive information through a closed consumer service, whether because of regulation, contract terms, or internal policy.

Nvidia Deal Puts Software on Top of the Hardware An ontology is a structured map of a company’s data so software agents know what a “customer,” “shipment,” or “invoice” actually means inside that business. An open model is one whose weights the customer can download, host, and modify rather than accessing it only through an external API.

Nvidia’s Q3 FY2026 release stated it “Teamed with Palantir Technologies to build first-of-its-kind integrated technology stack for operational AI.” Because Nvidia partners with essentially every major AI lab, a workload-specific callout carries weight.

CEO Alex Karp told investors that “the models actually fine-tuned by us in our enterprise on an NVIDIA stack outperform frontier models” and that customers “own the weights. You own the alpha. You own everything.”

Sovereign AI, Explained Without Jargon In Palantir’s framing, sovereign AI means the customer keeps the weights, the compute location, and the data. OpenAI can technically serve many of these workloads; the barrier is security policy, governance requirements, and buyer preference.

Karp made the positioning explicit: “Demand for AI sovereignty has now been unleashed. And Palantir is the only company that has demonstrated it can transform tokens into actual economic value.”

Q2 U.S. commercial revenue grew 149% year-over-year to $764 million, and the Rule of 40 reached 155%. Full-year 2026 revenue is guided to $8.150 to $8.158 billion.

Premium Valuation, Real Question Palantir trades at a P/E of roughly 235x against a market capitalization near $381.6 billion. Shares are down 6.69% year to date, though up 531.13% over five years.

The bull case is that regulated industries and defense buyers have governance requirements a closed consumer-facing provider cannot easily satisfy, and Nvidia gains a software position that makes its hardware harder to displace.

The counterargument matters too. Most enterprises prefer convenience, and operating customized models requires staff, tooling, and ongoing maintenance that many buyers would rather outsource. That limits the addressable pool to organizations willing to pay for control.

Is PLTR Stock a Buy? Palantir has built a genuine niche in operational AI, and the Nvidia partnership strengthens its position in supply chains and government. The valuation prices in near-flawless execution against open-model competitors and closed providers building enterprise features, and one guidance miss would sharply reset expectations

PLTR stock remains a hold at best for me, especially considering the parabolic phase is behind us, and the upside potential from here isn’t that attractive, especially compared to AI hardware stocks. AI on the software side remains less attractive, and you’ll have to wait for Anthropic and OpenAI to IPO to perhaps change that.

Contact [email protected] for any questions or corrections.

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Nvidia (NVDA)

Buy NVDA. The bottleneck is compute capacity, not model design, and GPU prices are up ~25% YTD. Piper Sandler’s view is that gigawatt-scale enterprise compute deals are the near-term catalyst, and NVDA is the clear market-share leader (~80%). The stock also looks mispriced versus its growth: ~14x forward earnings near the low end of the group’s range, with strong fundamentals (guided $108B sales quarter, ~74% gross margin).

Key Risk: Enterprise compute deal momentum slows or gets delayed, so NVDA’s capacity demand doesn’t translate into the expected revenue acceleration.

Advanced Micro Devices (AMD)

Buy AMD. Agentic AI is pushing inference demand onto both GPUs and general-purpose CPU server chips, and AMD is taking share in both areas (CPU server momentum vs Intel; inference share gains via Helios GPUs). Piper Sandler’s setup is asymmetric: $600 target (~15% upside) with ~41% quarterly revenue growth guided, plus anchor customers (OpenAI, Meta, Anthropic). The thesis improves if AMD broadens beyond anchors into more “gigawatt” enterprise deployments.

Key Risk: AMD fails to broaden its customer base beyond a few anchor hyperscalers, so it can’t win large enterprise compute deals at scale.

A self-reinforcing cycle is accelerating across the artificial intelligence sector.

Smarter AI models require increasingly huge amounts of training compute and the rising consumer and enterprise adoption of agentic AI is driving a parallel surge in inference demand.

Compute capacity, not model design, has become the primary bottleneck constraining how fast the industry can scale, and that pressure is already visible in the market – GPU prices have increased by at least 25% year-to-date.

In their latest research report, Piper Sandler analysts led by David O’Connor shared their view on a group of compute and semiconductor stocks to evaluate this shifting market structure.

For them, industry heavyweights Nvidia NVDA and Santa Clara-headquartered Advanced Micro Devices (AMD) remain the top sector picks; the firm rates both at Overweight.

O’Connor stamped a $300 price target on Nvidia stock, implying about a 34% upside from current levels.

He sees the titan as the outright AI compute market leader, commanding an impressive 80% market share.

In his research note, the analyst touted NVDA’s pace of product innovation as a significant differentiator.

Despite this dominance, Nvidia shares have lagged some of its peers in recent months – weakness that O’Connor doesn’t treat as a red flag but as a temporary mispricing only.

Piper Sandler flagged large-scale, gigawatt enterprise compute deals as the key near-term catalyst.

According to its analysts, NVDA currently trades at about 14x forward earnings, near the low end of the 14x to 22x range they assigned to the broader compute group, reinforcing the case that it remains inexpensive to own relative to its growth trajectory.

Nvidia’s management recently guided for $108 billion in sales for its current financial quarter, with a rather impressive 74% gross margin.

AMD stock secured a $600 price objective, the highest in Piper Sandler’s semiconductor coverage group, representing about a 15% implied upside.

The bull case centers on agentic artificial intelligence accelerating demand for CPU server chips.

As AI systems increasingly plan, orchestrate, and execute multi-step tasks rather than generating single responses only, that added overhead falls on general-purpose processors, not just GPUs – a segment where AMD is taking market share from legacy incumbent Intel.

AMD is also logging inference share gains against Nvidia through its Helios GPU line.

While the firm has secured major anchor customers for these chips, specifically OpenAI, Meta, and Anthropic, O'Connor indicated he wants to see Advanced Micro Devices broaden its core customer base before the company can realistically land its own gigawatt-scale enterprise compute deals.

AMD has guided for revenue of about $13 billion in its current financial quarter, which would represent a 41% growth versus the same quarter last year.  

After the market closed on Aug. 26, Nvidia (NVDA -2.27%) delivered its earnings report for the second quarter of its 2027 fiscal year -- a period that ended July 26. The company delivered another blowout quarter, with non-GAAP (adjusted) earnings per share of $2.22 on sales of $96.22 billion breezing past the average Wall Street analyst target of $2.10 per share on sales of $92.17 billion.

As impressive as the artificial intelligence (AI) hardware leader's fiscal Q2 report was, forward guidance and overall business commentary from the company's CEO, Jensen Huang, were arguably even more encouraging.

Image source: Getty Images.

Jensen Huang outlined an incredible operating outlook for Nvidia While Nvidia's year-over-year revenue growth of 106% in fiscal Q2 put the company's sales significantly above the average Wall Street guidance, its target for sales growth in the next fiscal year was even more surprising. While the average analyst estimate had modeled sales growth of 44% in fiscal 2028, Huang said that the company actually expected sales growth to come in at roughly 70%.

Meanwhile, the CEO said he anticipates gross margins to be between 72% and 73% for the year -- reflecting expectations that gross margins will improve after bottoming out at 71%-72% in the fourth quarter of the current fiscal year. For a heavily hardware-focused business, the idea of gross margins "bottoming" in the low-70s is incredible -- and it shows just how strong Nvidia's pricing power has remained. Notably, Huang also said the company's forecast of 70% annual sales growth next year reflected supply-constraint headwinds.

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During the Q2 investor conference call, Huang also provided a very encouraging update on the scaling of Nvidia's Vera Rubin platform. Huang expects the Vera Rubin graphics processing units (GPUs) to have the fastest product ramp in the company's history, and Nvidia's opportunities in the AI compute stack are also rapidly expanding in other categories. While the company estimates a $25 billion revenue opportunity per gigawatt of AI compute with its Blackwell family of processors, it anticipates a $40 billion revenue opportunity per gigawatt with its Vera Rubin family.

Along with its leading position in AI GPUs, the company also sees huge expansion opportunities with its Vera central processing units (CPUs) and accompanying networking technologies. Huang expects CPU revenue to more than double next fiscal year, making Nvidia one of the leading suppliers in the server CPU market.

Commentary from the CEO and other leaders at the company suggests that the AI hardware leader is not only continuing to dominate the artificial GPU market across virtually all categories, but it's also scoring wins in other compute areas that should help it continue posting impressive sales and earnings growth.

Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.

The term artificial general intelligence, or AGI, has been around for decades. It was first used in 1997 by physicist Mark Avrum Gubrud to describe fully automated military production. Researcher Ben Goertzel popularized the term in the early 2000s, giving it its current meaning as a description for AI technology that can self-initiate a broad range of tasks, similar to how humans operate.

Messaging surrounding AGI can be confusing and, at times, misleading. Last year, for example, Sam Altman, the CEO of OpenAI, told reporters that AGI is no longer a very useful term, stressing that the language is used more for marketing than serious technical discussion. A year later, OpenAI released its GPT-6 Astra model, boasting that humanity has now "entered the AGI era."

Nvidia CEO Jensen Huang. Image source: Getty Images.

Adding to the fray, Nvidia (NVDA -2.27%) CEO Jensen Huang congratulated OpenAI on its milestone. With the model's release, Huang wrote explicitly that "AGI has arrived." But when you dig deeper, Huang's comments seem to simply indicate that GPT-6 Astra might kick-start the AGI revolution, not that the model is AGI in and of itself. "When we look back, people will think it's about this time and about this model," OpenAI President Greg Brockman said.

Has AGI, in fact, arrived? Here's what market experts have to say.

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Artificial general intelligence should create a new capex wave Wall Street analysts are similarly unconvinced that GPT-6 Astra represents a true AGI breakthrough, though many agree that the model release could officially put AI companies on track to realize AGI down the road.

Rich Privorotsky, an analyst at Goldman Sachs, stressed that GPT-6 "stands out" because it can reshape the demand curve by delivering significantly more intelligence. More intelligence, not lower pricing, is what Privorotsky believes will kick-start the AGI era.

"Price decline is one thing, but a real breakthrough in intelligence will once again change the demand curve," Privorotsky explains. "It will force all other labs to catch up, keep the spending cycle energized, and reactivate the belief that 'there is something better worth building.'"

This analysis is very bullish for AI infrastructure providers like Nvidia, regardless of whether GPT-6 Astra is true AGI. Privorotsky is essentially saying that OpenAI's breakthrough will initiate another capex spending cycle, benefiting suppliers to the industry, especially GPU manufacturers.

Image source: Getty Images.

An August report from Goldman Sachs suggested that global AI investment will exceed $1 trillion in 2026. Projections for 2027 call for 30% to 50% year-over-year growth, with global AI spending perhaps reaching $1.5 trillion. The bank foresees more than half of that spending being dedicated solely to GPUs.

Whether GPT-6 Astra represents true AGI or not is up for debate. The model clearly beats humans on many difficult intellectual benchmarks. The model has the potential to replace a large amount of human work, at least on paper. But whether the model can actually handle a broad array of highly intellectual human tasks autonomously remains to be seen. More scaling and real-world proof points are necessary.

The AGI debate for GPT-6 Astra, however, is largely besides the point from an investor perspective. The investor takeaway here is simple: Rapid model advances continually renew competition, lighting a fire under other AI developers to advance their models as quickly as possible. That requires increased capex, a direct benefit to critical suppliers like Nvidia.

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Nvidia CEO Jensen Huang. Sean Rayford/Getty Images If coding was one of AI's first big blockbuster apps, Nvidia CEO Jensen Huang predicts cybersecurity will be the next.

Speaking at a Goldman Sachs conference on Thursday, Huang said that companies will increasingly use AI to find software vulnerabilities and defend against cyberattacks.

Huang's prediction comes as AI safety has become a hot debate in Silicon Valley. Researchers at companies like Anthropic have warned that increasingly powerful AI could pose existential threats if left unchecked — including by enabling more sophisticated cyberattacks.

Huang wasn't asked about the debate or weighing in on it. Instead, he said that increasingly capable AI will make cybersecurity one of the biggest business opportunities for the technology industry.

Huang said that cybersecurity is a natural extension of coding.

"A derivative of coding is, of course, bug finding," he said. "And a derivative of that, which is a very large market, is called cybersecurity."

Unlike coding assistants that respond to prompts, Huang said AI-powered cybersecurity systems run continuously — meaning companies will pay to keep them going around the clock.

The comments come as Nvidia has been pushing deeper into cybersecurity. The company has recently announced partnerships with CrowdStrike, Cisco, and Palantir to build AI-powered cybersecurity tools.

Other AI giants are also betting on cybersecurity. OpenAI chief financial officer Sarah Friar said Tuesday at the conference that the company sees cybersecurity as a major "commercial opportunity."

Have a tip? Contact this reporter via email at [email protected] or Signal at @geoffweiss.25. Use a personal email address and a nonwork device; here's our guide to sharing information securely.

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Geoff Weiss You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Geoff Weiss is a senior reporter on Business Insider’s tech team, where he covers Nvidia and AI infrastructure. His reporting focuses on the business of AI compute, emerging startups, and the people and strategies shaping the industry.Previously, Geoff was on the media desk, covering YouTube and Netflix, and themes like the intersection of Hollywood and the creator economy. His work on Netflix’s video podcasting ambitions and Mr Beast’s lessons for Hollywood won second and first prize, respectively, at the 2025 LA Press Club Awards.Prior to joining Business Insider, Geoff was the senior editor of Tubefilter and a staff writer at Entrepreneur. He graduated from New York University with a degree in English Literature.He can be reached at [email protected], on Signal @geoffweiss.25, and on LinkedIn. Have a tip? Use a personal email address and a nonwork device; here's our guide to sharing information securely.

Cybersecurity AI Tech More Software

Nvidia just handed shareholders a massive dividend raise, but the real story is buried inside a capital return structure that makes the payout look almost irrelevant. Understanding the gap between the two changes everything about how you read this stock.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

The single metric worth isolating on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the dividend itself, and specifically what fraction of total capital return it represents.

Payout Sized Against Buybacks NVIDIA’s quarterly cash payout jumped from $0.01 per share at the March 11, 2026 ex-date to $0.25 per share at the June 4 ex-date. Trailing twelve-month payments total $0.53; the annualized forward rate is $1.00. That split between trailing and forward is the fingerprint of a fresh raise.

Why It Matters More Than Yield In Q2 FY2027, NVIDIA returned $26 billion to shareholders: $20 billion through share repurchases and $6 billion through the quarterly dividend. Across all of FY2026, dividends were $974 million of $41.1 billion in total returns, set against $96.58 billion in full-year free cash flow. The check is rounding error.

Current State and Key Dates The next payment lands October 1, 2026, following declaration on August 26, 2026 and an ex-dividend date of September 10, 2026. CFO Colette Kress told investors NVIDIA has “returned 60% on a year-to-date basis” against a plan to return 50% or more of free cash flow. Shares changed hands at $218.42, off 2.24% intraday but up 874.85% over five years.

What to Watch Next A bullish signal would be another authorization stacked onto the $99.0 billion remaining under buyback authorization, plus successive dividend hikes as strategic spending gets funded; Kress cited “nearly 50 billion in the Frontier AI Labs”. A bearish read would be capital returns easing as $279.0 billion in Vera Rubin supply commitments consume cash. All of that spend has to be powered, cooled, and networked by somebody, which is why we mapped seven suppliers behind the buildout in a free AI infrastructure report.

Verdict NVIDIA remains a capital-appreciation story with a token dividend attached; a buyer chasing the 0.018% yield has misunderstood what they own.

Contact [email protected] for any questions or corrections.

D-Matrix said on Thursday it will adopt Nvidia's (NVDA.O) chip-linking technology to use the startup's processors directly inside the semiconductor giant's data-center ​systems as demand for AI intensifies.

Artificial intelligence workloads ‌have been shifting from training AI models to running them for everyday use, a process known as inference. While Nvidia's ​pricey graphics processors dominate training workloads, d-Matrix specializes ​in inference.

D-Matrix's new chips, called Raptor, will plug ⁠into Nvidia's server racks using NVLink Fusion, a ​technology that has connectors and specialized memory so custom ​AI chips can plug into Nvidia's larger data-center systems, the startup said.

The Nvidia-compatible racks are expected to be available in 2027, ​with the Raptor chips scheduled to complete their ​final design stage by the end of this year.

D-Matrix said the ‌combined ⁠systems are aimed at fast, low-latency AI services such as coding assistants, chatbots and voice agents, where speed is critical.

The startup did not disclose the financial ​terms of the ​collaboration.

The Santa ⁠Clara, California-based startup is also partnering with connectivity firm Astera Labs (ALAB.O) to build ​custom solutions to ensure fast data flow across ​the system.

Microsoft (MSFT.O) ⁠has backed d-Matrix since its $110 million financing round in 2023. The startup, which shipped its first AI chip in ⁠November ​2024, was valued at $2 billion ​when it raised $450 million last year.

News Summary:

NVIDIA is collaborating with Australian NVIDIA Cloud Partners and AI infrastructure partners including Firmus, Sharon AI, IREN, ResetData, Megaport, CDC, NEXTDC and AirTrunk to expand land, power and shell capacity designed to host multiple generations of NVIDIA DSX compute infrastructure.Built on the NVIDIA DSX platform, these full-stack AI factories provide high-performance AI compute for Australian startups, universities, researchers, enterprises, developers and AI-native companies.Expanded access to NVIDIA accelerated computing and NVIDIA Nemotron open models will enable organizations including Heidi and Atlassian to build regional AI models, applications and agents for industries nationwide.
MELBOURNE, Australia, Sept. 09, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced that it is collaborating with a growing ecosystem of Australian NVIDIA Cloud Partners (NCPs) and AI infrastructure partners to expand land, power and shell capacity designed to host multiple generations of NVIDIA DSX™ AI factories, supporting the nation’s growing demand for AI compute — with up to a 2-gigawatt buildout by 2027.

The participating providers will operate the AI factories, with NVIDIA delivering the DSX platform, accelerated computing, networking, software and ecosystem support.

“AI factories turn energy into intelligence — the essential resource of the AI economy,” said Raj Mirpuri, vice president of global AI clouds and infrastructure ecosystem at NVIDIA. “NVIDIA DSX is a full-stack platform compatible with the CUDA ecosystem and enhanced through software over the life of the infrastructure, making AI factories more productive, fungible and durable — and a new investable asset class. Through our partnerships with Australian NCPs, this infrastructure can support multiple generations of NVIDIA compute and expand local access to accelerated computing and NVIDIA Nemotron open models, helping Australian innovators build AI at home.”

Growing AI adoption across industries is increasing demand for high-performance computing. Expanding capacity in Australia will enable local innovators to develop models, applications and agents while supporting additional power generation projects to support regional and global demand for AI compute.

NVIDIA DSX is a full-stack AI factory platform spanning facilities infrastructure, computing, networking, software and reference designs. Compatible with the NVIDIA CUDA® ecosystem and enhanced through software over the life of infrastructure, DSX helps operators serve a broad range of workloads and customers, improve performance and utilization, and extend the useful life of their assets — strengthening productivity, fungibility, durability, rentability and long-term economics.

This expanded capacity will give Australian innovators greater access to accelerated computing and NVIDIA Nemotron™ open models to develop locally relevant models, applications and agents, while supporting regional and global demand for AI compute.

Australia’s established sustainable energy and digital infrastructure, deep technology talent and reputation as a trusted global economic partner provide a strong foundation for startups, universities, researchers, enterprises, developers and AI-native companies to train, deploy and scale AI.

Building Australia’s AI Factory Infrastructure
Across Australia, NCPs and AI infrastructure partners Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk are already investing in NVIDIA DSX AI factories to deliver high-performance AI compute to organizations nationwide.

Firmus is expanding its Project Southgate initiative, developing NVIDIA-powered AI factories designed to support hyperscale and AI-native demand across Australia and Asia-Pacific.

“Project Southgate represents a tangible commitment to building Australia’s AI future,” said Oliver Curtis, cofounder and co-CEO of Firmus. “Together with NVIDIA, we are developing AI factories that will give Australian businesses, researchers and innovators access to world-class computing capacity at home, while positioning Australia to meet growing AI demand across Asia-Pacific.”

Sharon AI is deploying up to 68,000 NVIDIA GPUs connected with NVIDIA Quantum InfiniBand and NVIDIA Spectrum-X™ Ethernet networking, using the NVIDIA DSX platform to support startups, enterprises and research organizations.

“Australia has the energy, connectivity and ambition to lead in AI. That potential only becomes real capability when organizations can access world-class compute without compromising on security or sovereignty,” said James Manning, cofounder and CEO of Sharon AI. “By building on NVIDIA’s DSX platform, Sharon AI is equipped to bring gigawatt-scale AI factories to Australian enterprises, researchers, government and AI natives. With the trust and reliability needed to build, train and deploy AI at scale, Australia can turn its natural advantages into a genuine national AI capability.”

IREN is partnering with NVIDIA to accelerate deployment of large-scale AI factories by combining NVIDIA’s DSX AI factory architecture with IREN’s expertise across power, land, data centers, GPU deployment and infrastructure operations.

“Building AI infrastructure at scale requires integrating every layer: data centers, compute and software,” said Daniel Roberts, cofounder and co-CEO of IREN. “Combining IREN’s vertically integrated platform with the NVIDIA DSX AI factory reference architecture provides a repeatable blueprint to bring capacity online at scale. We are applying that blueprint across our development portfolio, bringing IREN’s proven international delivery and operating experience to our 800-megawatt Bundey campus in South Australia.”

Megaport is expanding access to NVIDIA accelerated computing through its wholly owned subsidiary, Latitude.sh, to support the inference needs of leading AI enterprises. Combined with Megaport’s global software-defined network, Latitude.sh compute platform brings AI processing closer to users, reducing latency and improving responsiveness.

“Megaport is proud to support Australia’s growing AI infrastructure ecosystem as an Australian-founded global infrastructure provider,” said Michael Reid, CEO of Megaport. “By investing in NVIDIA AI factories and expanding access to high-performance AI infrastructure, we help Australian organisations build and deploy AI locally, and scale globally through Megaport’s worldwide platform.”

ResetData is building AI infrastructure in Australia, providing NVIDIA accelerated computing through its AI cloud platform for enterprises, government and research customers that require high-performance compute and Australian data residency.

“At ResetData, we’ve proven that when Australian businesses and researchers like the team at ProCan at the Children’s Medical Research Institute have access to high-performance compute, they can deliver industry-leading results,” said Marcel Zalloua, joint CEO of ResetData. “That is why we are proud to partner with NVIDIA and develop the sovereign, purpose-built infrastructure solutions that will accelerate Australian expertise and empower local businesses with the tools needed to compete and innovate on the global stage.”

CDC has developed AI-ready data center infrastructure across Australia and New Zealand to support high-density AI and high-performance computing workloads. Its facilities feature advanced cooling technologies, including direct liquid-to-chip cooling, designed to support the deployment of NVIDIA accelerated computing infrastructure at scale.

“CDC operates more than 550 megawatts of capacity across Australia and New Zealand, with a further 800 megawatts under construction and additional growth planned to support world-leading, high-density workloads for critical infrastructure,” said Greg Boorer, founder and CEO of CDC. “Our facilities use 100% renewable electricity and incorporate pioneering zero water advanced cooling technologies certified for NVIDIA accelerated computing infrastructure.”

NEXTDC has developed AI-ready data center infrastructure designed to support high-density AI factories, providing the power, cooling, connectivity and physical infrastructure required to deploy increasingly compute-intensive AI systems.

“NEXTDC operates and continues to develop liquid-cooled, high-density infrastructure, including AI factories built on NVIDIA DSX and interconnected with the world’s leading cloud platforms,” said David Dzienciol, chief customer and commercial officer at NEXTDC.

AirTrunk is expanding AI-ready powered shells across the region, including direct-to-chip liquid-cooling infrastructure designed to support high-density AI workloads.

“AI is reshaping hyperscale infrastructure in Australia, driving new approaches to location, capacity, cooling, power and connectivity,” said Damien Spillane, chief customer and innovation officer of AirTrunk. “AirTrunk is innovating to meet this demand while creating skilled expertise, capability and economic value in Australia.”

From AI Infrastructure to AI Innovation
Greater access to accelerated computing is enabling Australia’s developers, AI-native companies and enterprises to build models, applications and agents tailored to local industries and communities.

Organizations including Heidi and Atlassian are using NVIDIA Nemotron open models, datasets and tools to build and customize AI across language, reasoning, speech and multimodal applications.

Heidi combines NVIDIA Nemotron models with Heidi’s specialized clinical knowledge to redefine voice-driven AI to establish a new benchmark for healthcare excellence.

“NVIDIA Nemotron 3 Ultra gives us the flexibility to build and post-train models for the real complexity of healthcare,” said Yu Liu, cofounder and chief technology officer of Heidi. “Combining Nemotron with Heidi’s clinical training and fine-tuning capabilities helps us reason across patient histories, clinical context and guidelines at scale, turning that information into actionable insights while preserving the trust and privacy patients expect.”

Atlassian is advancing Rovo’s semantic search with NVIDIA AI to make enterprise search more intelligent, context-aware and capable of surfacing more relevant insights across complex data and workflows.

“NVIDIA’s accelerated computing infrastructure and open model ecosystem are foundational to how Atlassian builds and delivers AI,” said Guihong Cao, head of engineering for Rovo + AI at Atlassian. “From supervised fine-tuning and reinforcement learning to powering intelligent experiences in Rovo, NVIDIA provides the performance, economics and flexibility we need to innovate responsibly at the scale our customers expect. As Australia’s AI infrastructure continues to grow, it will play an increasingly important role in that journey, and we’re excited to keep pushing the boundaries of what’s possible together.”

Together, these efforts connect AI infrastructure with the open models and software that turn computing capacity into applications. By expanding access across the full AI stack, NVIDIA and Australia’s AI ecosystem are enabling innovators across research, industry and the public sector to build and scale AI locally and bring Australian innovation to the world.

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

For further information, contact:
Randa Hinton
Corporate Communications
NVIDIA Corporation
[email protected]  

Certain statements in this press release including, but not limited to, statements as to: AI infrastructure being able to serve every industry and create lasting value, making it a new investable asset class; expectations with respect to demand for high-performance computing and related trends and drivers; expectations with respect to expanding capacity in Australia; 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, CUDA, NVIDIA DSX, NVIDIA Spectrum-X and NVIDIA Nemotron are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated.

A $3.1 billion Indonesia deal shows how GPU demand can move beyond U.S. hyperscalers. Summary

Zankore secured up to $3.1 billion to buy Nvidia-powered infrastructure

Nvidia Corp. (NVDA, Financials), the semiconductor company behind the GPUs powering much of the AI boom, is getting another large infrastructure project off the ground in Southeast Asia.

AI platform Zankore secured a senior term loan facility of up to $3.1 billion to fund Nvidia-powered GPU and cloud infrastructure in Indonesia.

Citi served as exclusive debt adviser, with Citi, ING, Natixis, Qatar National Bank and United Overseas Bank among the lenders.

Zankore plans to begin with 100 megawatts of Nvidia infrastructure before expanding toward 1 gigawatt of AI factory capacity. The scale matters.

Most of Nvidia's largest AI customers have been U.S. hyperscalers and technology companies. Zankore gives the chipmaker another path into fast-growing markets where customers may need outside financing to fund expensive GPU deployments.

The structure also includes revenue-sharing and credit-support arrangements designed to tie deployment more closely to customer demand.

That can help projects get financed, but it also shifts more attention toward the quality of the demand behind Nvidia's hardware sales.

For investors, the next thing to watch is whether similar financing structures begin unlocking more multibillion-dollar GPU orders across Asia and other emerging AI markets.

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.

Click for the complete disclosure

Egerton Capital UK LLP lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 27.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,417,950 shares of the computer hardware maker’s stock after buying an additional 742,932 shares during the quarter. NVIDIA accounts for 6.6% of Egerton Capital UK LLP’s portfolio, making the stock its 6th biggest holding. Egerton Capital UK LLP’s holdings in NVIDIA were worth $683,898,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Boyd Wealth Management LLC raised its position in shares of NVIDIA by 273.4% during the 2nd quarter. Boyd Wealth Management LLC now owns 9,145 shares of the computer hardware maker’s stock worth $1,830,000 after purchasing an additional 6,696 shares during the last quarter. Diversified Enterprises LLC lifted its holdings in 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 boosted its stake in shares of NVIDIA by 6,451.9% during the 1st quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker’s stock worth $111,134,000 after purchasing an additional 627,510 shares during the last quarter. ASR Vermogensbeheer N.V. raised its position in shares of NVIDIA by 1.8% in the fourth quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker’s stock valued at $591,086,000 after buying an additional 54,877 shares during the last quarter. Finally, Storen Legacy Partners LLC acquired a new position in shares of NVIDIA in the fourth quarter valued at approximately $1,350,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Price Performance NVDA stock opened at $225.73 on Wednesday. The stock has a 50-day moving average price of $211.83 and a two-hundred day moving average price of $202.77. NVIDIA Corporation has a 12-month low of $164.27 and a 12-month high of $236.54. 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 company has a market cap of $5.44 trillion, a PE ratio of 28.54, a price-to-earnings-growth ratio of 1.81 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly 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. The company had revenue of $96.22 billion during the quarter, compared to analyst estimates of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The firm’s revenue was up 105.9% on a year-over-year basis. During the same period in the prior year, the firm posted $1.05 earnings per share. As a group, research analysts predict that NVIDIA Corporation will post 9.1 EPS for the current year. NVIDIA declared that its Board of Directors has approved a stock repurchase program 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 reacquire up to 1.5% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.

NVIDIA Dividend Announcement The business 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 $0.25 dividend. The ex-dividend date is Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. NVIDIA’s dividend payout ratio (DPR) is 12.64%.

Insider Activity In other NVIDIA news, EVP Timothy Teter sold 30,000 shares of the stock in a transaction that occurred on Monday, August 31st. The shares were 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 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Stevens sold 622,239 shares of the firm’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 sale, the director directly 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 2,585,740 shares of company stock worth $571,015,527. Company insiders own 3.94% of the company’s stock.

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

Positive Sentiment: NVIDIA continues to benefit from exceptional AI infrastructure demand. Recent analysis highlighted $96.2 billion in quarterly revenue, 106% year-over-year growth, strong data-center momentum and management’s expectation for approximately 70% revenue growth in fiscal 2028. Blackwell, networking and the upcoming Vera Rubin platform provide additional product catalysts. Nvidia’s Earnings Staircase Keeps The Momentum Rolling Positive Sentiment: CEO Jensen Huang reinforced the investment case by describing NVIDIA’s computing hardware as durable, rentable and capable of generating revenue for customers even as chips age. Continued rental demand for older H100 systems supports the resale and utilization value of NVIDIA’s installed base. Jensen Huang Calls Nvidia Chips a Revenue-Generating Asset Positive Sentiment: Customer and ecosystem news remains supportive: NVIDIA-backed Firmus signed a multiyear computing-capacity agreement with OpenAI, while Quantum Cyber announced an eight-GPU NVIDIA A100 cluster for autonomous defense and drone applications. These announcements indicate expanding use of NVIDIA hardware beyond traditional hyperscale deployments. Nvidia-backed Firmus Signs Deal With OpenAI Neutral Sentiment: NVIDIA’s approximately $12.9 billion acquisition of Hugging Face is viewed as a way to deepen its software and developer ecosystem, but investors are watching whether the open-source community embraces the platform under NVIDIA ownership and whether the deal produces adequate returns. Neutral Sentiment: Supplier activity points to sustained demand but also rising execution and financing requirements. Wistron announced a $1.5 billion share sale to fund materials and capacity, illustrating the capital intensity of the AI-server buildout without directly changing NVIDIA’s earnings outlook. Negative Sentiment: Director Mark Stevens sold 1,022,239 NVIDIA shares for approximately $235.6 million across September 3–4, reducing his direct ownership by roughly one-third across the reported transactions. Although insider sales do not necessarily signal deteriorating fundamentals, the size of the sales can weigh on sentiment. Negative Sentiment: The stock’s pullback reflects profit-taking after three sessions of gains and weaker risk appetite linked to higher oil prices and renewed Middle East tensions. Investors also continue to debate competition from custom AI chips, data-center opposition, customer concentration and whether AI spending can justify NVIDIA’s multitrillion-dollar valuation. Wall Street Analyst Weigh In A number of brokerages recently issued reports on NVDA. CICC Research raised their target price on shares of NVIDIA from $240.60 to $268.30 and gave the stock an “outperform” rating in a research report on Friday, May 22nd. William Blair reiterated an “outperform” rating on shares of NVIDIA in a report on Tuesday, June 2nd. Evercore set a $465.00 price target on NVIDIA and gave the stock an “outperform” rating in a research note on Thursday, August 27th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of NVIDIA in a report on Monday, August 31st. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of NVIDIA in a research report on Wednesday, July 8th. Two analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $324.83.

View Our Latest Stock Report on NVIDIA

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.

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Nvidia stock fell about 1.5% on Tuesday to around $227, taking a breather after three consecutive sessions of gains as broader markets came under pressure from rising oil prices and renewed Middle East tensions.

The pullback was notable because several major semiconductor stocks moved higher.

Intel surged more than 8% after Northland Capital Markets analyst Gus Richard upgraded the stock to Outperform from Market Perform.

AMD gained about 5%, while Broadcom rose roughly 3%. The PHLX Semiconductor Sector index was also up around 2%.

The broader market moved in the opposite direction. The Dow Jones Industrial Average fell 574 points, or 1.1%, while the S&P 500 declined 0.4% and the Nasdaq Composite slipped 0.3%.

US markets were closed on Monday for the Labor Day holiday.

Oil prices remained a key source of pressure for equities on Tuesday as West Texas Intermediate crude futures rose for a sixth consecutive session, extending their longest winning streak since March.

Brent crude was trading around $98 a barrel as tensions between the US and Iran escalated over the weekend.

Against that backdrop, Nvidia’s decline comes after a strong run over recent months.

The stock is up about 24% over the past six months and remains just below its record high of $236.54.

However, Nvidia has significantly underperformed some semiconductor peers over the same period, with both AMD and Intel gaining more than 100%.

Cantor maintains $350 Nvidia targetCantor Fitzgerald reiterated its Overweight rating on Nvidia and maintained a $350 price target.

The firm highlighted continued demand for AI infrastructure while acknowledging supply constraints across the semiconductor industry.

Analyst C.J. Muse said investors remain divided over the durability of the AI investment cycle as macroeconomic and debt concerns weigh on markets.

Cantor also emphasized Nvidia’s position as TSMC’s largest customer and argued that the stock trades at the cheapest valuation among compute companies based on calendar 2028 earnings estimates.

The firm also believes Nvidia remains under-owned by both hedge funds and long-only investors.

Muse addressed Nvidia’s high-bandwidth memory specifications, characterizing HBM de-specification as an economic decision aimed at optimizing gross margins and GPU sales around a finite number of bits.

Earlier this month, Morningstar raised its fair value estimate to $310 from $280, implying roughly 30% upside from the stock’s current level.

Nvidia reported $96 billion in fiscal second-quarter revenue, up 106% from a year earlier and above its $91 billion guidance.

The company expects October-quarter revenue of $108 billion, ahead of FactSet consensus of $105 billion.

Morningstar identified Nvidia’s fiscal 2028 outlook as the most significant part of the earnings report.

Nvidia expects revenue growth of 70% next year, implying nearly $700 billion in total revenue compared with Morningstar and FactSet estimates of roughly $570 billion.

The outlook reinforces the longer-term bullish case, even as Nvidia’s shares pause after their recent gains.

There's no shortage of naysayers when it comes to Nvidia (NVDA -2.01%). Just 1.18% of its outstanding shares are currently being shorted, but think about what that means for a company with a market cap just above $5.5 trillion.

There are nearly $57 billion in short positions out there, and that doesn't include put options, bearish ETFs, or other derivative activity. The actual number of shares sold short has actually increased 40% over the past year, and the value of those bearish wagers has risen another 35% on top of that.

The bears are everywhere, but I see that as more of an opportunity than a threat. Let's go over some of the knocks on Nvidia. I want to counter by pointing out what the worrywarts might be missing.

Image source: Getty Images.

1. Nvidia is priced for perfection There is nothing that I love more than when a bear argues that a stock is "priced for perfection." The assumption is that current expectations are too high and that the stock is bumping up against the ceiling, with so much air below it on the way down to the floor.

Last month's fiscal second quarter was a perfect example of Nvidia stock perpetually scaling the wall of worry. Bears were banking on analysts aiming too high by targeting 97% in top-line growth. It would be the fourth consecutive quarter of accelerating year-over-year growth.

How is that possible with a company as large as Nvidia? Expectations were high. Reality was kinder. Here's a look at the company's top-line growth:

Q2 FY 2026: 56% Q3 FY 2026: 63% Q4 FY 2026: 73% Q1 FY 2027: 85% Q2 FY 2027: 106% The late-August financial update gets even better. Those same analysts tagged by bears as overly ambitious are serial lowballers. They projected revenue would decelerate sharply to just 45% for fiscal year 2028, which starts in February. Nvidia shattered those crystal balls two weeks ago by forecasting 70% growth for next year.

Perfection isn't the ceiling. Market winners thrive in the debunking process.

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2. Rivals will gain market share at Nvidia's expense It would be naive for a bull like me to assume that Nvidia will be the king of the hill forever. Competitive advantages can weaken over time, just as they have been strengthening for years. A disruptor can pioneer a better mousetrap for the AI revolution or whatever giant tech trend comes next.

The one thing that's fair to say is that it's not happening now. Let's have Advanced Micro Devices (AMD +5.90%) enter the chat. AMD has a colorful history of needling the market leader, and it's certainly cashing in on the AI boom Nvidia is championing.

AMD stock has outperformed Nvidia over the past year by more than tripling. However, in its latest quarter -- and I'll point out that their fiscal quarters ended about a month apart -- AMD's overall revenue rose just 50%, half of Nvidia's top-line growth.

I'll beat the bears to what they're thinking. Zoom in on AMD's data center business, which now accounts for more than half (58%) of its revenue, and that business skyrocketed 107% for the quarter. That's awesome, but Nvidia's data center revenue, which accounts for 93% of its results, soared 117%.

In the end, AMD's data center business delivered $3.5 billion in incremental revenue compared to a year earlier. Nvidia tacked on $48 billion in incremental data center revenue.

3. Margins will inevitably contract Let's close on a margin of error. Nvidia's gross margin was 75% in its latest quarter. The adjusted net margin was a jaw-dropping 56%. It's easy to question the sustainability of those levels. Unlike the flawed "priced for perfection" argument, there is a clear ceiling here: Gross margin will never exceed 100%, and the after-tax adjusted bottom line will naturally be well below that.

The reasonable bear case is that growth may continue but decelerate. Margins will contract, so earnings will grow even slower than the slowing top line -- if not eventually turn into negative year-over-year earnings growth.

Set aside that high bandwidth memory (HBM) makers riding Nvidia's coattails are currently generating gross margins approaching 85%. With competition percolating, Nvidia will need to keep innovating and fortifying its moat. It probably has more pricing flexibility now than the bears think. With third-party HBM becoming a larger cost component in the AI build-out, won't it make it even riskier for a company to bank on non-Nvidia AI chips and accelerators?

In the meantime, you can buy the stock for less than 15 times next year's projected earnings. This is why the bears aren't arguing that Nvidia is too expensive, as it's trading at a discount to the overall market despite growing substantially faster. Nvidia will be volatile, but it's built to win.

powered by

NVDA into Sep 10

Buy NASDAQ:NVDA. The stock is near highs but still “cheap” versus compute peers on 2028 earnings, and Sep 10 is a clear catalyst: Huang’s Goldman fireside chat can push AI demand and next-hardware confidence higher, keeping the market willing to pay up for accelerating earnings. This is a momentum + valuation support setup.

Key Risk: Huang fails to lift growth expectations (enterprise adoption and next-platform demand sound flat), so the “cheap” multiple compresses fast.

Hugging Face deal as a hedge

Buy NASDAQ:NVDA with a focus on the $12.93B Hugging Face angle. If Huang reinforces that Nvidia can broaden beyond hyperscalers via open-weight models and enterprise distribution, the market will price in a more durable revenue stream and less customer concentration risk—secondarily supporting NVDA’s long-term margins and stickiness.

Key Risk: The Hugging Face strategy doesn’t translate into measurable enterprise traction (or the deal faces regulatory/implementation delays), so concentration risk stays unresolved.

Nvidia stock NASDAQ:NVDA is sitting less than 5% below its record high, but the next catalyst arrives on September 10.

Chief executive Jensen Huang will participate in a fireside chat at Goldman Sachs’ Communacopia + Technology Conference at 8:50 a.m. PT, where investors will listen for signals on AI demand, enterprise adoption and Nvidia’s next hardware.

Nvidia closed at $225.73 on Tuesday, down 2.01%, leaving the stock about 4.6% below its $236.54 all-time high.

Nvidia’s shares are close to a record after another AI-driven rally, yet some analysts argue earnings expectations are rising even faster than the stock.

Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and a $350 price target on September 8. Muse said Nvidia trades at the “cheapest” valuation among compute names based on calendar-2028 earnings estimates.

Cantor also argued that Nvidia remains under-owned by hedge funds and long-only managers.

That makes Huang’s appearance more important.

If he reinforces expectations for accelerating revenue or a widening customer base, investors may continue to view Nvidia as inexpensive relative to future earnings.

But that support depends on estimates continuing to rise. If growth expectations flatten, the stock becomes harder to defend.

Nvidia’s next leg depends on proving AI demand is expanding beyond a small group of hyperscalers.

Recent results from Dell strengthened that argument. Dell raised its annual outlook after reporting record revenue and a large AI-server backlog.

D.A. Davidson analyst Gil Luria told MarketWatch that Dell’s results were another sign the enterprise AI-compute market has momentum “beyond the current hyperscaler market.”

They will listen for commentary on enterprise adoption, sovereign AI, supply constraints and Feynman, Nvidia’s next architecture.

A broader customer base would make Nvidia’s growth story more durable.

If AI spending remains concentrated among Microsoft, Amazon, Meta and other technology giants, investors will keep worrying about concentration.

Customer concentration remains the uncomfortable riskThe bullish case has a major weakness, as Nvidia’s latest regulatory filing showed that three direct customers represented 16%, 15% and 13% of total revenue in the first half of fiscal 2027.

Investor Dan Niles highlighted the same issue this week, noting that Nvidia’s largest customers are increasingly designing their own application-specific chips.

That creates an unusual tension: the companies funding Nvidia’s growth also have the strongest incentives to reduce their dependence on its GPUs.

Nvidia’s planned $12.93 billion acquisition of Hugging Face could help address that risk by giving the company access to more than 18 million developers and a stronger route into enterprise AI.

Niles said that open-weight models could eventually dominate LLM usage, allowing Nvidia to sell a broader stack directly to enterprises rather than relying heavily on hyperscalers.

Nvidia Corp‘s (NASDAQ:NVDA) $12.9 billion acquisition of Hugging Face is widely seen as another move to strengthen its position in artificial intelligence. But the bigger opportunity may lie well before AI models ever run on Nvidia’s chips. According to one investor, the deal gives Nvidia a strategic foothold at the very beginning of the AI development process, potentially expanding its influence across a much broader developer ecosystem.

Why Nvidia Bought Hugging FaceWhile Nvidia dominates AI computing, Neostellar Capital principal Willy Lee believes the Hugging Face acquisition is less about owning open-source models and more about shaping how developers build with them.

“The acquisition is less about NVIDIA owning open-source models and more about ensuring that, regardless of which models win, NVIDIA remains deeply embedded in how those models are discovered, customized and ultimately deployed,” Lee said.

He argues the acquisition moves Nvidia upstream in the AI development cycle by giving it “a strategic position much earlier in the developer workflow while also broadening its exposure beyond a relatively concentrated group of frontier labs and hyperscalers.”

That distinction matters because the next wave of AI demand may come from enterprises, startups and developers building specialized applications rather than a handful of well-funded frontier AI labs.

Lee believes open models significantly expand that opportunity by increasing the number of developers and workloads that ultimately require Nvidia’s computing platform.

Read Next

How Hugging Face Strengthens Nvidia AIRather than relying primarily on large AI companies, Lee sees Hugging Face as a way for Nvidia to deepen adoption of its broader software ecosystem as developers move from experimentation to production.

“NVIDIA can use Hugging Face to make CUDA, NIM, NeMo and its broader software stack easier to adopt as developers move from experimentation into production,” he said.

Hendi Susanto, portfolio manager of the GGTL ETF at Gabelli Funds, echoed that view, saying the acquisition “strengthens its software ecosystem by expanding its presence in open-platform AI software and deepening its strategic relationship with the developer community.”

He added that the deal reinforces Nvidia’s competitive moat while providing “a stronger platform to compete against increasingly capable, lower-cost Chinese AI players.”

Management has also pledged to keep Hugging Face open and hardware-agnostic after the acquisition, allowing developers to continue choosing their preferred models, cloud providers and computing platforms.

Nvidia’s latest acquisition suggests the company is looking beyond GPUs to secure its long-term position in AI. If Lee’s thesis proves correct, the real value of Hugging Face won’t be the models it hosts, but its role as the starting point for millions of developers building AI applications—giving Nvidia an opportunity to expand its ecosystem long before computing demand reaches its chips.

Read Next

Imagen: Shutterstock

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

Farmers & Merchants Investments Inc. grew its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 7.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 199,159 shares of the computer hardware maker’s stock after buying an additional 13,817 shares during the quarter. NVIDIA accounts for 1.0% of Farmers & Merchants Investments Inc.’s holdings, making the stock its 25th largest holding. Farmers & Merchants Investments Inc.’s holdings in NVIDIA were worth $39,850,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Defender Capital LLC. increased its holdings in NVIDIA by 0.7% during the second quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker’s stock valued at $1,507,000 after buying an additional 50 shares during the period. Spectrum Financial Alliance Ltd LLC raised its stake in 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 worth $243,000 after buying an additional 51 shares in the last quarter. LMG Wealth Partners LLC lifted its holdings in NVIDIA by 0.7% during the fourth quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock worth $1,427,000 after buying an additional 53 shares during the period. Vision Financial Markets LLC boosted its position in NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after acquiring an additional 53 shares in the last quarter. Finally, Penobscot Wealth Management boosted its position in NVIDIA by 0.7% during the 1st quarter. Penobscot Wealth Management now owns 7,930 shares of the computer hardware maker’s stock valued at $1,383,000 after acquiring an additional 55 shares in the last quarter. Institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Performance NVIDIA stock opened at $230.36 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 cap of $5.55 trillion, a PE ratio of 29.12, a price-to-earnings-growth ratio of 1.81 and a beta of 2.22. The stock has a 50-day moving average of $210.61 and a two-hundred day moving average of $202.19. NVIDIA Corporation has a one year low of $164.07 and a one year high of $236.54.

NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly 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. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The business had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. During the same quarter in the previous year, the firm earned $1.05 earnings per share. The company’s revenue was up 105.9% on a year-over-year basis. On average, research analysts anticipate that NVIDIA Corporation will post 9.1 EPS for the current fiscal year. NVIDIA declared that its Board of Directors has initiated a stock repurchase program on Wednesday, May 20th that permits the company to repurchase $80.00 billion in shares. This repurchase authorization permits the computer hardware maker to repurchase up to 1.5% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.

NVIDIA Announces Dividend 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 given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Thursday, September 10th. NVIDIA’s payout ratio is currently 12.64%.

Insider Activity at NVIDIA In other news, Director Mark Stevens sold 63,501 shares of NVIDIA stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $220.06, for a total transaction of $13,974,030.06. Following the completion of the sale, the director directly owned 4,558,770 shares in the company, valued at approximately $1,003,202,926.20. The trade was a 1.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, 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 sale, the executive vice president directly 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. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 1,563,501 shares of company stock worth $335,380,530. 3.94% of the stock is owned by insiders.

Analyst Upgrades and Downgrades Several research firms have recently commented on NVDA. Morgan Stanley set a $300.00 price target on NVIDIA and gave the stock an “overweight” rating in a research report on Thursday, August 27th. UBS Group set a $300.00 target price on NVIDIA and gave the company a “buy” rating in a research note on Thursday, August 27th. KGI Securities boosted their target price on shares of NVIDIA from $335.00 to $345.00 in a report on Thursday, August 27th. Weiss Ratings reissued a “buy (b)” rating on shares of NVIDIA in a research report on Wednesday, July 8th. Finally, Itau BBA Securities lowered their price target on shares of NVIDIA from $256.00 to $218.00 in a report on Wednesday, June 24th. Two research analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $324.83.

View Our Latest Research Report on NVIDIA

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

Positive Sentiment: Hugging Face expands NVIDIA’s AI ecosystem: The acquisition gives NVIDIA access to Hugging Face’s open-source platform, which hosts millions of models, applications and datasets used by more than 18 million developers. Investors view the deal as a way to deepen CUDA adoption, strengthen NVIDIA’s software moat and position the company as an AI platform provider rather than solely a chip supplier. Management says Hugging Face will remain open to the broader AI ecosystem. Why NVIDIA’s defensive move to acquire Hugging Face is about much more than chips Positive Sentiment: New consumer AI revenue channel: Lenovo and Acer are expected to launch Windows PCs powered by NVIDIA’s RTX Spark chip in October. Local AI processing could expand NVIDIA’s addressable market while reducing reliance on cloud data centers. HP also announced new OmniBook PCs using RTX Spark technology. NVIDIA sets October launch for RTX Spark AI PCs Positive Sentiment: Analyst support and demand remain strong: Needham and Rosenblatt reaffirmed Buy ratings with price targets of $300 and $390, respectively. Recent earnings showed revenue growth above 100%, a 63.7% net margin and results ahead of consensus, while management’s long-term outlook continues to imply robust AI infrastructure spending. NVIDIA’s equity investments in companies such as OpenAI, CoreWeave and Nebius have also grown substantially, reinforcing its influence across the AI supply chain. NVIDIA has built a $99 billion equity portfolio Neutral Sentiment: Competitive and valuation considerations: NVIDIA remains dominant, but AMD, Broadcom and Intel are pursuing AI and server opportunities. Rising memory and optical-networking costs could pressure gross margins even if they confirm that demand exceeds supply. Negative Sentiment: Insider selling adds a cautionary signal: Director Mark Stevens sold roughly 648,500 shares in two transactions, while EVP Timothy Teter sold 30,000 shares. The sales were disclosed under planned transactions and represent small portions of their remaining holdings, limiting their significance but potentially weighing on sentiment. About NVIDIA (Free Report)

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

Featured Articles Five stocks we like better than NVIDIA AI Token Costs Are Changing the Hardware vs. Software Debate 3 ETFs That Could Move as Rate Expectations Shift 3 Stocks With September Catalysts Investors Shouldn’t Ignore Ollie’s Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains

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C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 8.4% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 63,849 shares of the computer hardware maker’s stock after buying an additional 4,944 shares during the period. NVIDIA makes up 0.6% of C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors’ investment portfolio, making the stock its 21st largest holding. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors’ holdings in NVIDIA were worth $12,775,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Defender Capital LLC. raised its holdings in shares of NVIDIA by 0.7% during 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 during the period. Spectrum Financial Alliance Ltd LLC grew its stake in shares of NVIDIA by 3.8% in the 1st quarter. Spectrum Financial Alliance Ltd LLC now owns 1,395 shares of the computer hardware maker’s stock valued at $243,000 after buying an additional 51 shares during the period. PFS Partners LLC grew its stake in shares of NVIDIA by 1.2% in the 2nd quarter. PFS Partners LLC now owns 4,375 shares of the computer hardware maker’s stock valued at $875,000 after buying an additional 51 shares during the period. LMG Wealth Partners LLC increased its position in NVIDIA by 0.7% in the 4th quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock valued at $1,427,000 after buying an additional 53 shares in the last quarter. Finally, Vision Financial Markets LLC increased its position in NVIDIA by 1.2% in the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after buying an additional 53 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

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

Positive Sentiment: Hugging Face expands NVIDIA’s AI ecosystem: The acquisition gives NVIDIA access to Hugging Face’s open-source platform, which hosts millions of models, applications and datasets used by more than 18 million developers. Investors view the deal as a way to deepen CUDA adoption, strengthen NVIDIA’s software moat and position the company as an AI platform provider rather than solely a chip supplier. Management says Hugging Face will remain open to the broader AI ecosystem. Why NVIDIA’s defensive move to acquire Hugging Face is about much more than chips Positive Sentiment: New consumer AI revenue channel: Lenovo and Acer are expected to launch Windows PCs powered by NVIDIA’s RTX Spark chip in October. Local AI processing could expand NVIDIA’s addressable market while reducing reliance on cloud data centers. HP also announced new OmniBook PCs using RTX Spark technology. NVIDIA sets October launch for RTX Spark AI PCs Positive Sentiment: Analyst support and demand remain strong: Needham and Rosenblatt reaffirmed Buy ratings with price targets of $300 and $390, respectively. Recent earnings showed revenue growth above 100%, a 63.7% net margin and results ahead of consensus, while management’s long-term outlook continues to imply robust AI infrastructure spending. NVIDIA’s equity investments in companies such as OpenAI, CoreWeave and Nebius have also grown substantially, reinforcing its influence across the AI supply chain. NVIDIA has built a $99 billion equity portfolio Neutral Sentiment: Competitive and valuation considerations: NVIDIA remains dominant, but AMD, Broadcom and Intel are pursuing AI and server opportunities. Rising memory and optical-networking costs could pressure gross margins even if they confirm that demand exceeds supply. Negative Sentiment: Insider selling adds a cautionary signal: Director Mark Stevens sold roughly 648,500 shares in two transactions, while EVP Timothy Teter sold 30,000 shares. The sales were disclosed under planned transactions and represent small portions of their remaining holdings, limiting their significance but potentially weighing on sentiment. NVIDIA Price Performance Shares of NASDAQ:NVDA opened at $230.36 on Monday. The stock has a market cap of $5.55 trillion, a price-to-earnings ratio of 29.12, a PEG ratio of 1.81 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 Corporation has a 12-month low of $164.07 and a 12-month high of $236.54. The business’s 50 day moving average is $210.61 and its 200 day moving average is $202.19. NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, topping 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 return on equity of 96.04% and a net margin of 63.66%.NVIDIA’s revenue was up 105.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.05 earnings per share. On average, sell-side analysts forecast that NVIDIA Corporation will post 9.1 earnings per share for the current fiscal year.

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

NVIDIA Dividend Announcement The company 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 $0.25 dividend. The ex-dividend date is Thursday, September 10th. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. NVIDIA’s dividend payout ratio is presently 12.64%.

Insider Activity In other NVIDIA news, Director Mark A. Stevens sold 63,501 shares of NVIDIA stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $220.06, for a total transaction of $13,974,030.06. Following the transaction, the director owned 4,558,770 shares of the company’s stock, valued at $1,003,202,926.20. This trade represents a 1.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Timothy S. Teter sold 30,000 shares of NVIDIA stock in a transaction that occurred 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 transaction, the executive vice president directly owned 2,687,660 shares in the company, valued at approximately $585,587,360.80. This represents 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. In the last quarter, insiders sold 1,563,501 shares of company stock valued at $335,380,530. 3.94% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth Several research analysts have issued reports on NVDA shares. Seaport Research Partners increased their price target on NVIDIA from $140.00 to $180.00 and gave the stock a “sell” rating in a report on Thursday, May 21st. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $350.00 target price on shares of NVIDIA in a research report on Monday, August 24th. Jefferies Financial Group reiterated a “buy” rating on shares of NVIDIA in a report on Wednesday, August 26th. Stifel Nicolaus set a $315.00 price target on shares of NVIDIA in a research report on Thursday, August 27th. Finally, UBS Group set a $300.00 price target on shares of NVIDIA and gave the company a “buy” rating in a research note on Thursday, August 27th. Two research analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, NVIDIA has a consensus rating of “Moderate Buy” and a consensus price target of $324.83.

Get Our Latest Stock Analysis on NVDA

About NVIDIA (Free Report)

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

Featured Articles Five stocks we like better than NVIDIA AI Token Costs Are Changing the Hardware vs. Software Debate 3 ETFs That Could Move as Rate Expectations Shift 3 Stocks With September Catalysts Investors Shouldn’t Ignore Ollie’s Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains

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Huawei's best AI chip cannot keep pace with Nvidia hardware that is already three generations old, and the gap is widening faster than most investors realize.

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For retirement investors seeking the cleanest way to own the AI infrastructure buildout, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $230.36 warrants a hard look, because the company is selling a product no rival can match at a price the market has not caught up to. China’s best domestic AI chip, Huawei’s Ascend 910C, tops out at roughly 780 teraflops (TFLOPS) of FP16 performance, less than half of the ~1,700 TFLOPS delivered by NVIDIA’s H200, a chip unveiled nearly three years ago. While competitors chase that old benchmark, NVIDIA has moved through Blackwell, Blackwell Ultra, and into full production on Vera Rubin, whose single GPU delivers 4,000 TFLOPS of FP16 compute. That is the definition of a widening moat.

Growth That Justifies the Multiple Q2 FY27 revenue reached $96.22 billion, up 105.85% year over year, with Data Center revenue of $89.02 billion (+117%). Management guided Q3 to $108.0 billion ±2% at a ~74% gross margin. At a trailing P/E of 46, NVDA trades cheaper than either of its listed rivals despite generating a 55.60% net margin and 101.5% return on equity. That is a rare combination at this scale, and the same data-center buildout driving these numbers is powered by a broader supplier ecosystem (we profiled seven of those non-chipmaker AI infrastructure names in a free report here: 7 Stocks Powering the AI Boom).

Head to Head: NVIDIA Outclasses AMD and Intel Advanced Micro Devices (NASDAQ:AMD) is the closest US-listed AI accelerator peer, and the head-to-head favors NVIDIA on every meaningful line. AMD trades at a P/E of 180, roughly four times NVDA’s multiple, with a Q2 2026 non-GAAP gross margin of 56% versus NVIDIA’s 75%, and Data Center revenue of only $6.72 billion. NVIDIA’s Data Center segment alone is more than thirteen times larger. Intel (NASDAQ:INTC) sits well behind: it posted a Q2 FY26 GAAP net loss of -$11.033 billion and carries a negative earnings yield. Intel’s own DGX Rubin servers use NVIDIA silicon at the center of the rack.

Capital Returns Sweeten the Case NVIDIA returned approximately $26 billion to shareholders in Q2 alone and still has ~$99.0 billion left on its buyback authorization. Free cash flow hit $21.34 billion for the quarter, up 58.43%. The dividend is small at $0.25 per share, but per-share compounding through buybacks is doing the real work for long-duration holders.

China Risk, Dismissed The obvious pushback is China export controls. That worry is already priced out. Hopper shipments to China were less than 1% of total Data Center revenue in Q2, and the $108 billion Q3 guide explicitly assumes zero Data Center compute revenue from China. NVIDIA is printing record numbers without the market Washington fenced off. As Jensen Huang put it on the last call, “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.”

For long-duration holders, Vera Rubin’s compounding is the story to watch from here.

Contact [email protected] for any questions or corrections.

Nvidia (NVDA +0.84%) recently announced results that crushed Wall Street estimates. Its sales surged 106% year over year to $96.2 billion. Diluted earnings per share were up by an even better 128%.

It looks like the leading artificial intelligence (AI) business can do no wrong. Momentum continues to be on its side. Nvidia has possibly been the biggest winner in the ongoing AI infrastructure build-out.

And it shows, as shares have jumped 920% in five years (as of Sept. 3). This company has established itself as the world's most valuable enterprise.

But what's surprising to learn is that the AI stock isn't expensive. It trades at a forward price-to-earnings (P/E) ratio of 24.2. Based strictly on the jaw-dropping financial results this business keeps reporting, it's easy to argue that shares should command double the current valuation multiple.

Is the market warning investors about what's to come?

Image source: The Motley Fool.

AI to the moon By any metric, AI usage is showing no sign of slowing. The number of tokens processed by Alphabet model APIs, for example, totaled 22 billion per minute last quarter. This was up from 16 billion three months before.

OpenAI and Anthropic, the two prominent AI labs that are planning for trillion-dollar initial public offerings in the near future, are posting skyrocketing revenue figures. And they have rapidly expanding user bases.

Amazon Web Services, Microsoft Azure, and Google Cloud are major hyperscalers that continue to reveal gargantuan customer order amounts with each passing quarter. As of June 30, they had a combined $1.7 trillion in cloud backlogs.

Consequently, the spending isn't letting up. Colette Kress, Nvidia's chief financial officer, estimates that hyperscaler capital expenditures (capex) will come in at $1.3 trillion in 2027. And before the end of the decade, management believes annual AI infrastructure spending will be between $3 trillion and $4 trillion.

All of this demand directly flows to the impressive financial metrics coming from Nvidia. It sells the powerful data center graphics processing units (GPUs) that support AI model training and inference.

On the recent Q2 2027 earnings call, Kress noted that the company expects 70% revenue growth in fiscal 2028. Assuming consensus estimates hold up and Nvidia's margin profile doesn't change, this outlook implies that the business will report a whopping $461 billion in operating income next fiscal year. This would be well ahead of anyone else.

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Durability of demand is the trillion-dollar question All of this information should make every investor extremely bullish about Nvidia's prospects. However, the market is concerned about the durability of Nvidia's growth. The forward P/E ratio of 24.2 demonstrates this.

No matter how smart the experts might sound, no one has any idea how long the AI boom will last. While the robust demand trends and ballooning capex numbers are optimistic data points, things could change quickly.

Maybe the enterprises that are driving usage don't realize the tangible benefits they were hoping for, prompting these customers to cut their AI-related budgets. There's a material probability that meaningful returns come later than the bulls hope, creating a timing gap (and potential bubble bursting) that calls into question how long the sizable capex can continue.

That would have a ripple effect up the value chain. If there's any evidence that AI spending is going to slow, sell-side analysts will be forced to lower their profit estimates for Nvidia. And the share price could drop.

Watching Nvidia's meteoric rise has been very exciting. AI can truly be a game-changing technology.

However, this is uncharted territory. And Nvidia's success rides on the music not stopping, not to mention its ability to fend off rivals developing more advanced chips.

Just like the industry is starved for Nvidia GPUs, the market has an unquenchable thirst for certainty. This is exactly why the company's quarterly results are so closely watched to ensure the growth story is alive. Trillions of dollars are on the line.

Fort Washington Investment Advisors Inc. OH raised its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 0.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,764,618 shares of the computer hardware maker’s stock after purchasing an additional 24,571 shares during the quarter. NVIDIA accounts for about 2.8% of Fort Washington Investment Advisors Inc. OH’s holdings, making the stock its 5th biggest holding. Fort Washington Investment Advisors Inc. OH’s holdings in NVIDIA were worth $553,172,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of NVDA. State Street Corp grew its holdings in NVIDIA by 1.2% in the fourth quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker’s stock worth $184,911,111,000 after purchasing an additional 11,451,386 shares during the period. Geode Capital Management LLC raised its position in NVIDIA by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock valued at $109,446,217,000 after buying an additional 3,383,441 shares during the last quarter. Norges Bank bought a new stake in NVIDIA in the 4th quarter worth about $62,244,133,000. Bank of America Corp DE raised its stake in shares of NVIDIA by 2.1% during the 1st 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 purchasing an additional 4,019,505 shares during the period. Finally, Legal & General Group Plc grew its position in shares of NVIDIA by 1.5% during the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock valued at $33,808,862,000 after acquiring an additional 2,609,560 shares during the period. Institutional investors own 65.27% of the company’s stock.

Analyst Upgrades and Downgrades A number of equities analysts have recently commented on NVDA shares. New Street Research cut their price target on NVIDIA from $343.00 to $340.00 in a report on Thursday, May 21st. China Renaissance increased their price target on shares of NVIDIA from $319.00 to $330.00 and gave the company a “buy” rating in a research report on Monday, August 31st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $315.00 price target on shares of NVIDIA in a research note on Tuesday, August 11th. UBS Group set a $300.00 price objective on shares of NVIDIA and gave the stock a “buy” rating in a report on Thursday, August 27th. Finally, Wedbush increased their price objective on NVIDIA from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, August 27th. Two analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $324.83.

Read Our Latest Stock Analysis on NVDA NVIDIA News Summary Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Hugging Face expands NVIDIA’s AI ecosystem: The acquisition gives NVIDIA access to Hugging Face’s open-source platform, which hosts millions of models, applications and datasets used by more than 18 million developers. Investors view the deal as a way to deepen CUDA adoption, strengthen NVIDIA’s software moat and position the company as an AI platform provider rather than solely a chip supplier. Management says Hugging Face will remain open to the broader AI ecosystem. Why NVIDIA’s defensive move to acquire Hugging Face is about much more than chips Positive Sentiment: New consumer AI revenue channel: Lenovo and Acer are expected to launch Windows PCs powered by NVIDIA’s RTX Spark chip in October. Local AI processing could expand NVIDIA’s addressable market while reducing reliance on cloud data centers. HP also announced new OmniBook PCs using RTX Spark technology. NVIDIA sets October launch for RTX Spark AI PCs Positive Sentiment: Analyst support and demand remain strong: Needham and Rosenblatt reaffirmed Buy ratings with price targets of $300 and $390, respectively. Recent earnings showed revenue growth above 100%, a 63.7% net margin and results ahead of consensus, while management’s long-term outlook continues to imply robust AI infrastructure spending. NVIDIA’s equity investments in companies such as OpenAI, CoreWeave and Nebius have also grown substantially, reinforcing its influence across the AI supply chain. NVIDIA has built a $99 billion equity portfolio Neutral Sentiment: Competitive and valuation considerations: NVIDIA remains dominant, but AMD, Broadcom and Intel are pursuing AI and server opportunities. Rising memory and optical-networking costs could pressure gross margins even if they confirm that demand exceeds supply. Negative Sentiment: Insider selling adds a cautionary signal: Director Mark Stevens sold roughly 648,500 shares in two transactions, while EVP Timothy Teter sold 30,000 shares. The sales were disclosed under planned transactions and represent small portions of their remaining holdings, limiting their significance but potentially weighing on sentiment. Insider Transactions at NVIDIA In related news, Director Mark A. Stevens sold 885,000 shares of the stock in a transaction 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 completion of the transaction, the director directly owned 5,207,271 shares of the company’s stock, valued at approximately $1,094,412,146.07. This represents a 14.53% decrease in their position. The transaction 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 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 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. Insiders sold 1,563,501 shares of company stock worth $335,380,530 over the last three months. Corporate insiders own 3.94% of the company’s stock.

NVIDIA Stock Up 0.8% Shares of NVDA opened at $230.36 on Friday. The business’s 50 day simple moving average is $210.61 and its 200-day simple moving average is $202.05. NVIDIA Corporation has a 1 year low of $164.07 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. The stock has a market capitalization of $5.55 trillion, a price-to-earnings ratio of 29.12, a price-to-earnings-growth ratio of 1.79 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, beating the consensus estimate of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The firm had revenue of $96.22 billion for the quarter, compared to the consensus estimate of $92.27 billion. During the same quarter in the previous year, the company posted $1.05 EPS. The company’s revenue for the quarter was up 105.9% compared to the same quarter last year. As a group, equities analysts expect that NVIDIA Corporation will post 9.1 earnings per share for the current fiscal year.

NVIDIA Announces Dividend The business also recently declared 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. 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 0.4%. NVIDIA’s dividend payout ratio (DPR) is currently 12.64%.

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

About NVIDIA (Free Report)

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

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