NVIDIA company headlines, earnings, strategy, leadership, and market-moving business updates.
Market data may be delayed. For informational purposes only. Not investment advice.
AMD is leaning harder into AI chips used for inference, the phase where models run on demand for real-world applications. The latest step, reported by Yahoo Finance, comes as the company’s stock has more than doubled in 2026 and its data center business continues to expand.
THE APEX TIMES
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A market report published Monday compares NVIDIA’s approach to accelerating AI workloads with Micron’s focus on memory, arguing that each strategy could define how the AI buildout matures by 2027.
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A report tied to Elon Musk’s remarks says SpaceX plans to move exclusively to NVIDIA chips, a development that could further cement NVIDIA’s position in high-performance computing for aerospace and other demanding workloads.
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The AI cloud provider says its new facility is designed to bring large-scale training and deployment capacity to the CIS region, with plans to expand to more than 70,000 NVIDIA Rubin and Blackwell GPUs and 300 megawatts by end-2027.
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In a new market commentary, analyst Dan Ives compared the current phase of AI adoption to a “third inning,” suggesting Nvidia’s stock weakness may not change the broader bullish case for the company.
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An exchange-traded fund built to provide double the daily move of NVIDIA stock showed sharply different performance over a one-year period, underscoring how leverage can diverge from simple expectations when markets move around.
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A report says Nvidia would put as much as $3 billion into Blackstone-backed Lancium, taking an estimated 20% stake in the power infrastructure developer known for “Stargate.” Nvidia has not publicly detailed the investment terms in the report.
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Firmus, described as an Nvidia-backed company, secured $2 billion in fresh equity funding in a round reported Aug. 7, lifting its valuation close to a doubling as investors continue to fund artificial intelligence infrastructure.
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Nvidia’s shares surged to end the week higher by more than 10%, with investors pointing to a calmer tone around AI chip demand and new headlines involving SpaceX.
