Nvidia delivered a record Q4 and full-year FY2026, with Q4 revenue of $68.13B (+73.2% Y/Y), beating estimates by $1.9B, and Non-GAAP EPS of $1.62, beating by $0.08.
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Suppliers of parts for Nvidia’s H200 chips have paused production after Chinese customs officials blocked the AI processors from entering China, the Financial Times reported.
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Nvidia is expanding into life sciences through major partnerships and platform upgrades linking digital AI with physical laboratory work
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$NVDA $LLY $TMO
Nvidia CEO Jensen Huang said at CES 2026, “proof will come through purchase orders,” indicating approval may be signaled via customer commitments rather than government announcements
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$NVDA
Uber Technologies, Lucid Group & Nuro unveiled their production-intent robotaxi and Uber-designed in-cabin rider experience at CES.
#UBER #LCID #Nuro #NVDA #Nvidia #NVDAStock #NvidiaNews #UBERStock #UBERNews #LCIDStock #NuroNews #LucidMotors #NvidiaThor #CES #CES2026
$UBER $NVDA $LCID
Siemens and NVIDIA have deepened their strategic partnership to integrate advanced AI and digital twin technology across industrial workflows and supply networks.
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$SIEGY, $NVDA, $PEP
Aeva shares surged over 34% in Tuesday’s trading after the company said its 4D LiDAR technology was selected for the NVIDIA DRIVE Hyperion autonomous vehicle reference platform.
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The Rubin platform will complement Nebius’ existing Nvidia GB200 NVL72 and Nvidia Grace Blackwell Ultra NVL72 capacity
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$NVDA $NBIS $CRWV
CFO Colette Kress said at CES 2026 that license applications have been submitted and the government is still reviewing them
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$NVDA
At CES 2026, Nvidia CEO Jensen Huang announced that Vera Rubin, Nvidia’s next-generation computer platform and successor to Grace Blackwell, has entered full production
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$NVDA
Nvidia CEO Jensen Huang unveiled Alpamayo at CES 2026, describing it as the world’s first “thinking” model family for autonomous driving
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$NVDA $UBER
Chinese tech firms have reportedly ordered about 2 million H200 units, while Nvidia currently has roughly 700,000 in stock
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$NVDA $AMD $TSM $MAGC
Elon Musk said the site, dubbed “MACROHARDRR,” will raise xAI’s training compute capacity to nearly 2GW.
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$NVDA
NVDA Stock Analysis: Bullish Consolidation or Potential Pullback? youtu.be/fBB-iFb93Xg?... @YouTube aracılığıyla #NVDA #NVIDIA #StockMarket #TechnicalAnalysis #Investing #StockTrading #NVDAStock #MarketUpdate
China is requiring chipmakers to use at least 50% domestically made equipment when adding capacity, Reuters reported, citing sources
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$NVDA $AMD $SMH
NVIDIA’S GROQ DEAL WINS WALL STREET PRAISE FOR “OFFENSE AND DEFENSE”
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Nvidia has signed a non-exclusive licensing agreement for Groq’s inference technology, underscoring a joint push to expand access to high-performance, low-cost AI inference
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$NVDA
Citi’s 2026 semiconductor outlook sees AI-driven growth continuing, with Microchip Technology named the firm’s top pick
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$NVDA $AVGO $MU $NXPI $SNPS $CDNS
Nvidia has told Chinese clients it aims to begin shipping its second-most powerful AI chips to China before the Lunar New Year in mid-February, Reuters reported, citing sources.
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$NVDA
Google is stepping up efforts to challenge Nvidia’s dominance in AI by working with Meta to optimize PyTorch for Google’s custom Tensor Processing Units, according to Reuters and company officials.
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$GOOG $META $NVDA
The Trump administration has launched a review of potential shipments of Nvidia’s second-most powerful AI chips to China
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$NVDA
OpenAI is in preliminary talks to raise at least $10B from Amazon, according to Bloomberg, following an initial report by The Information
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$AMZN $NVDA
Nvidia has begun rolling out its Nemotron 3 open models, which it says are the most efficient family of open models for building agentic AI applications.
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Nvidia has told Chinese customers it is considering expanding production of its high-performance H200 AI chips after demand exceeded available supply, Reuters reported, citing two sources
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$NVDA $MAGC $KWEB
Alibaba and ByteDance have approached Nvidia about purchasing its H200 AI chips following U.S. President Donald Trump’s approval to export the processors to China, Reuters reported.
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$NVDA $BABA $MAGC
Nvidia-backed Starcloud has become the first company to run an AI large language model in space, using an Nvidia H100 GPU aboard its Starcloud-1 satellite to query Google’s open-source Gemma model.
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$NVDA $GOOGL $XOVR
Chinese regulators are exploring ways to permit only limited access to Nvidia’s H200 GPUs, the company’s second-best AI chip, as China pushes to achieve self-sufficiency in semiconductor manufacturing, according to Financial Times.
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$NVDA $AMD $INTC
Nvidia, AMD, and Intel shares rose after President Donald Trump announced that the U.S. will allow Nvidia to ship its H200 GPUs to approved customers in China, under conditions designed to maintain national security
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$NVDA $AMD $INTC
Nvidia CEO Jensen Huang said he is uncertain whether China would permit its companies to buy Nvidia’s H200 AI chips even if the U.S. eases export restrictions
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Nvidia CFO Colette Kress said the company’s deal with OpenAI is not yet finalized.
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