Welcome to our dedicated page for Nvidia news (Ticker: NVDA), a resource for investors and traders seeking the latest updates and insights on Nvidia stock.
NVIDIA Corporation develops graphics processing units, accelerated computing systems, and software platforms used in gaming, artificial intelligence, data centers, and AI model development. Company news around NVDA commonly covers financial results, data center demand, AI infrastructure partnerships, networking and optical-connectivity collaborations, and platform launches such as NVIDIA Ising and NVLink Fusion.
Updates also address NVIDIA’s AI factory architecture, systems that connect GPUs for large workloads, quantum-computing tools for calibration and error correction, and governance changes involving the board, audit committee, and executive finance roles.
Palantir and NVIDIA (NVDA) announced a collaboration to integrate NVIDIA GPU-accelerated computing, CUDA-X libraries, Nemotron and NeMo models into Palantir Ontology at the core of Palantir AI Platform (AIP).
The integrated stack aims to enable operational AI for enterprises and governments, supporting domain-specific automations, AI agents, real-time decision-making and accelerated supply-chain optimization. Lowe’s is named as an early adopter building a digital replica of its global supply chain. The companies also plan support for NVIDIA Blackwell architecture and NVIDIA AI Factory deployments.
NVIDIA (NVDA) announced a multi‑partner U.S. AI infrastructure initiative to accelerate scientific research, industrial AI and national lab compute capacity.
Key elements include Solstice (100,000 Blackwell GPUs), Equinox (10,000 Blackwell GPUs in 2026), a combined 2,200 exaflops at Argonne, LANL deployments on the Vera Rubin platform, and an AI Factory Research Center in Virginia that supports a gigawatt‑scale Omniverse DSX blueprint with multiple power and systems partners.
NVIDIA (NVDA) announced NVQLink, an open system architecture that tightly couples GPUs with quantum processors to build hybrid quantum supercomputers.
NVQLink supports 17 QPU builders, 5 controller builders and integration with 9 U.S. national labs to enable low-latency, high-throughput connections required for quantum control, calibration and error correction. It integrates with the CUDA-Q software platform to let researchers run hybrid quantum-classical applications for chemistry, materials science and other fields.
NVIDIA (NVDA) will invest $1 billion in Nokia at a subscription price of $6.01 per share to form a strategic partnership that embeds NVIDIA’s computing platform into Nokia’s RAN portfolio and accelerates AI-native 5G-Advanced and 6G networks.
The companies announced the NVIDIA ARC-Pro 6G-ready RAN computer, Nokia will port RAN software to NVIDIA CUDA, Dell PowerEdge servers will provide infrastructure, and T-Mobile U.S. will begin field trials in 2026. Analyst firm Omdia projects the AI-RAN opportunity could exceed $200 billion by 2030. The investment is subject to customary closing conditions.
Schneider Electric reaffirmed support for 800 VDC power architectures to enable next-generation high-density racks and AI infrastructure on October 24, 2025. The company is collaborating with NVIDIA to develop an 800 VDC sidecar that converts AC to 800 VDC and can power racks of up to 1.2 MW. The sidecar features modular power conversion, modular energy storage for short-term backup and load smoothing, industry-leading efficiency, and Live Swap capability. Schneider emphasizes a system-level approach—conversion, metering, protection—validated by modelling, lab testing, and fault/arc flash analysis to support safe, scalable deployments for high-density AI data centers.
NVIDIA (NVDA) began shipping DGX Spark, described as the world’s smallest AI supercomputer, with orders available starting Oct. 15, 2025.
DGX Spark delivers up to 1 petaflop of AI performance and 128GB unified CPU–GPU memory, built on the NVIDIA Grace Blackwell architecture with GB10 Superchip, ConnectX-7 200 Gb/s networking and NVLink‑C2C. It supports local inference of models up to 200 billion parameters and fine‑tuning of models up to 70 billion parameters. Systems are offered through OEM partners and select retail channels worldwide, with the NVIDIA AI software stack preinstalled for immediate developer use.
NVIDIA (NASDAQ:NVDA) announced that Meta and Oracle will standardize on Spectrum-X Ethernet switches to accelerate giga-scale AI data centers. Meta will integrate Spectrum Ethernet into its FBOSS-managed Minipack3N switches, while Oracle will use Spectrum-X to interconnect GPU fleets for Vera Rubin‑based AI supercomputers.
Spectrum-X is described as purpose-built for trillion-parameter models, delivering record efficiency (reported 95% data throughput) versus roughly 60% for off‑the‑shelf Ethernet, and includes congestion control, adaptive routing and AI-driven telemetry.
Schneider Electric and NVIDIA (NVDA) unveiled two AI data centre reference designs on October 6, 2025 to accelerate deployment of AI-ready infrastructure. One design is an industry-first controls framework that integrates power management and liquid cooling controls with NVIDIA Mission Control using an MQTT-based plug-and-play architecture. The second design targets high-density racks up to 142 kW per rack for NVIDIA GB300 NVL72 deployments, supporting up to 1,152 GPUs in a single data hall and including ETAP and EcoStruxure IT digital-twin models.
Designs are available in ANSI and IEC configurations and emphasize redundancy, power-profile guidance, and liquid-to-liquid cooling for AI factories.
NVIDIA (NASDAQ:NVDA) has announced major advancements in robotics development with the release of new open-source tools and models. The company unveiled the Newton Physics Engine, co-developed with Google DeepMind and Disney Research, now available in NVIDIA Isaac Lab. Additionally, NVIDIA introduced the Isaac GR00T N1.6 open foundation model for humanlike robot reasoning and new Cosmos world foundation models for AI development.
Key innovations include the Cosmos Reason model, which has been downloaded over 1 million times, and enhanced Cosmos WFMs with over 3 million downloads. The company also announced new AI infrastructure including the GB200 NVL72 system, RTX PRO Servers, and Jetson Thor powered by Blackwell GPU. Leading robotics companies including Boston Dynamics, Figure AI, and Agility Robotics are adopting NVIDIA's technologies.
NVIDIA (NASDAQ:NVDA) and OpenAI have announced a groundbreaking strategic partnership to deploy 10 gigawatts of AI data centers with NVIDIA systems. As part of the agreement, NVIDIA plans to invest up to $100 billion in OpenAI, with investments tied to each gigawatt deployment.
The first phase of deployment is scheduled for the second half of 2026 using NVIDIA's Vera Rubin platform. The partnership includes co-optimization of roadmaps for OpenAI's model and infrastructure software with NVIDIA's hardware and software. OpenAI, currently serving 700 million weekly active users, will work with NVIDIA as a preferred strategic compute and networking partner for its AI factory growth plans.