Nvidia Corporation Stock Price, News & Analysis

NVIDIA reported strong Q1 FY2026 financial results with revenue of $44.1 billion, up 12% QoQ and 69% YoY. Data Center revenue reached $39.1 billion, increasing 10% QoQ and 73% YoY. However, the company faced a significant setback when the U.S. government imposed new export licensing requirements for H20 products to China, resulting in a $4.5 billion charge for excess inventory. Gaming revenue hit a record $3.8 billion. For Q2 FY2026, NVIDIA expects revenue of $45.0 billion (±2%), reflecting an $8.0 billion loss in H20 revenue due to export controls. The company announced major developments including Blackwell NVL72 AI supercomputer production and global AI infrastructure expansion through partnerships in Saudi Arabia, UAE, and Taiwan.

NVIDIA (NVDA) has unveiled DGX Cloud Lepton, an AI platform featuring a compute marketplace that connects developers with tens of thousands of GPUs through global cloud providers. The platform will partner with multiple cloud providers including CoreWeave, Crusoe, Firmus, Foxconn, and others to offer NVIDIA Blackwell and other architecture GPUs.

The platform integrates with NVIDIA's software stack and provides management software with real-time GPU health diagnostics. Key benefits include improved productivity across development stages, frictionless deployment across multi-cloud environments, regional GPU access for sovereignty compliance, and predictable performance.

Additionally, NVIDIA announced Exemplar Clouds, helping NVIDIA Cloud Partners enhance security and performance through NVIDIA's expertise and tools. Yotta Data Services becomes the first NCP in Asia-Pacific to join this initiative.

NVIDIA has announced the launch of G-QuAT, featuring ABCI-Q - the world's largest quantum research supercomputer. Located in Japan, this groundbreaking system is equipped with 2,020 NVIDIA H100 GPUs and NVIDIA's Quantum-2 InfiniBand networking platform. The supercomputer integrates NVIDIA CUDA-Q™, an open-source hybrid computing platform, and connects with quantum processors from Fujitsu, QuEra, and OptQC, enabling hybrid quantum-GPU workloads. This collaboration between NVIDIA and Japan's National Institute of Advanced Industrial Science and Technology (AIST) aims to accelerate quantum computing research across healthcare, energy, and finance sectors. The system focuses on advancing quantum error correction and applications development, marking a significant step toward practical quantum computing implementation.

NVIDIA (NVDA) has unveiled major advancements in humanoid robotics technology with the launch of NVIDIA Isaac GR00T N1.5, an updated foundation model for humanoid reasoning and skills, and GR00T-Dreams, a blueprint for generating synthetic motion data. The company introduced new Blackwell systems to accelerate robot development, with leading manufacturers like Agility Robotics, Boston Dynamics, and Foxconn adopting NVIDIA's Isaac platform. Key innovations include Cosmos Reason, a world foundation model for data curation, and Isaac Sim 5.0 for simulation. The technology significantly reduces development time, with GR00T N1.5 being developed in just 36 hours compared to three months of manual data collection. NVIDIA is also launching RTX PRO 6000 workstations and servers through partnerships with major manufacturers like Cisco, Dell, and HPE, offering up to 18x greater performance for data processing.

NVIDIA announced a major initiative to accelerate the enterprise IT industry's transition to AI factories with new NVIDIA RTX PRO Servers and the NVIDIA Enterprise AI Factory validated design. The servers, powered by RTX PRO 6000 Blackwell Server Edition GPUs, are designed to handle virtually every enterprise workload, from AI inference to design and engineering applications. Major companies including Foxconn, Cadence, and Lilly are among the first to adopt this technology. The solution includes comprehensive hardware and software components, featuring NVIDIA's Spectrum-X Ethernet networking, BlueField DPUs, and AI Enterprise software. Global system makers like Cisco, Dell, HPE, and Lenovo will offer full-stack solutions, while consulting firms such as Accenture, Deloitte, and EY will assist enterprises in transitioning to Blackwell-accelerated data centers.

NVIDIA (NVDA) has announced partnerships with major computer manufacturers to build NVIDIA DGX Spark and DGX Station™ systems, new AI-first personal computing systems. The DGX Spark, powered by the NVIDIA GB10 Grace Blackwell Superchip, delivers up to 1 petaflop of AI compute and 128GB unified memory. The more powerful DGX Station, featuring the GB300 Grace Blackwell Ultra Desktop Superchip, offers up to 20 petaflops of AI performance and 784GB unified memory. Leading manufacturers including Acer, ASUS, Dell Technologies, GIGABYTE, HP, Lenovo, and MSI will produce these systems. DGX Spark will be available starting July 2025, while DGX Station will launch later in the year. Both systems use NVIDIA's DGX operating system and come preconfigured with NVIDIA's AI software stack, enabling seamless model deployment across desktop and cloud environments.

NVIDIA (NVDA) has unveiled NVLink Fusion, a groundbreaking silicon technology enabling industries to build semi-custom AI infrastructure. Key partners including MediaTek, Marvell, Alchip Technologies, Astera Labs, Synopsys, and Cadence are early adopters. The technology allows custom silicon scale-up for AI model training and inference. Fujitsu and Qualcomm plan to integrate their CPUs with NVIDIA GPUs using this platform. NVLink Fusion offers cloud providers scalability up to millions of GPUs, with throughput up to 800Gb/s. The fifth-generation NVIDIA NVLink platform features GB200 NVL72 and GB300 NVL72 racks, delivering 1.8 TB/s bandwidth per GPU - 14x faster than PCIe Gen5. The system is powered by NVIDIA Mission Control, a unified operations platform for AI data center management.

NVIDIA and Foxconn are partnering with Taiwan's government to build an advanced AI factory supercomputer featuring 10,000 NVIDIA Blackwell GPUs. Foxconn's subsidiary, Big Innovation Company, will operate as an NVIDIA Cloud Partner to provide AI infrastructure. TSMC will utilize the system to enhance its R&D capabilities, while the Taiwan National Science and Technology Council will leverage it to accelerate AI development across industries. The facility will feature NVIDIA Blackwell Ultra systems, including the GB300 NVL72 rack-scale solution with advanced networking capabilities. Foxconn plans to use the supercomputer to advance its three core pillars: smart cities, electric vehicles, and manufacturing. The partnership aims to create an AI-focused industrial ecosystem in southern Taiwan, supporting startups and developers through NVIDIA's Inception program and Deep Learning Institute.

NVIDIA (NVDA) and Saudi Arabia announced major partnerships to establish the Kingdom as a global AI powerhouse. The centerpiece is a collaboration with HUMAIN, Saudi Arabia's Public Investment Fund subsidiary, to build AI factories with a projected 500-megawatt capacity powered by hundreds of thousands of NVIDIA GPUs over five years. The initial phase includes an 18,000 NVIDIA GB300 Grace Blackwell AI supercomputer.

Key partnerships include: 1) HUMAIN deploying NVIDIA Omniverse Cloud for digital twins, 2) Saudi Data & AI Authority (SDAIA) implementing 5,000 Blackwell GPUs for a sovereign AI factory, and 3) Aramco Digital developing AI infrastructure and establishing an engineering center of excellence. NVIDIA will also train thousands of developers and strengthen the nation's computing ecosystem.