NVIDIA company headlines, earnings, strategy, leadership, and market-moving business updates.
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The chipmaker denied a media claim that its next-generation AI server-rack platform faced a timeline slip, arguing its technology plan remains intact as investors parse what the schedule would mean for future product ramps.
THE APEX TIMES
THE APEX TIMES
As generative AI scales up data centers, investors are looking past GPUs to the analog and power-management chips that keep servers running. Texas Instruments’ shares have surged this year, reflecting a shift in how Wall Street values the company’s role in AI infrastructure.
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In a new technical push, NVIDIA says the next wave of AI systems that run in loops will be held back less by GPUs and more by CPU latency per step, and it positions its Vera processor as purpose-built for that bottleneck.
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Nvidia shares slid amid a market report that DeepSeek is developing a custom chip, raising questions about how much demand will shift away from Nvidia’s graphics-processing units and AI accelerators.
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The company said it is introducing a profit-sharing program designed to let “model builders,” AI startups and businesses gain access to NVIDIA’s computing framework, with terms intended to align incentives between Nvidia and developers.
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Palantir says it is working with Nvidia to combine Nvidia’s Nemotron open models with Palantir software aimed at letting agencies train and deploy AI in controlled environments.
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A sharp run in 2026 has put Micron Technology back in the spotlight as investors look for AI infrastructure plays beyond semiconductors. The comparison to Nvidia hinges on whether memory pricing, margins, and demand for high-bandwidth chips can stay elevated.
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A Reuters report, echoed by other outlets, suggests DeepSeek is developing a custom AI accelerator aimed at inference, a development that traders see as another potential long-term pressure on Nvidia’s China-linked demand.
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A 24/7 Wall St. note set a 12-month target of $250.31 for Nvidia, framing the call around a belief that the company’s business momentum has not stopped despite a cooler stock tape.
