NVIDIA company headlines, earnings, strategy, leadership, and market-moving business updates.
Market data may be delayed. For informational purposes only. Not investment advice.
A recent market commentary says the AI buildout is not just a NVIDIA story, pointing instead to Micron and Dell as beneficiaries of surging demand for AI memory and related data-center spending.
THE APEX TIMES
THE APEX TIMES
The Australian AI cloud operator says the deal will support its long-term buildout of infrastructure capacity, without disclosing commercial terms or technical specifications in the announcement reported by Yahoo Finance.
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A Reuters report cited by Yahoo Finance says Nvidia has started pitching its Vera processors to Chinese cloud customers, with at least one major provider planning an order involving more than 300 servers.
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According to multiple people familiar with the outreach, Nvidia has begun telling Chinese data-centre clients they may be able to order its new “Vera” central processing units as soon as August.
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South Korea’s SK Telecom said it will use NVIDIA’s DSX platform as it builds new capabilities for enterprises, a move that highlights how NVIDIA’s software stack is being pulled into more telecom and industry projects.
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On CNBC’s Squawk on the Street, Jim Cramer argued Intel is the top “name” in the semiconductor group, framing his view as more compelling than Nvidia’s prospects as the market digests what analysts are upgrading and why.
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The chipmaker is bringing in Bruce Andrews, a longtime figure in policy and lobbying circles, to oversee its U.S. government engagement as regulation and industrial policy around semiconductors intensify.
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The company said its 2026 Annual Meeting of Stockholders will be held virtually on Wednesday, June 24 at 9 a.m. Pacific Time, and that individual investors can join online.
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S&P Global Ratings upgraded Nvidia’s long-term issuer credit rating to AA from AA-, pointing to continued strength in demand for the company’s artificial intelligence systems.
