Nvidia is once again Morgan Stanley’s top stock pick in the chip sector, reclaiming that spot from Micron Technology. Analyst Joseph Moore highlighted that the shift encapsulates an “interesting ...

Nebius Group N.V. surged after Nvidia's $2B investment, validating its AI infrastructure strategy but leaving execution risks unchanged. NBIS's 4Q revenue grew 547% YoY, with 2026 ARR guidance of ...

Nvidia Corp. will invest $2 billion in Nebius Group NV as part of a strategic partnership to develop and build artificial intelligence data centers, as the world’s most valuable firm continues to pour ...

Nvidia (NVDA) will invest $2B in Nebius (NBIS), and the two companies have formed a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market. Shares of ...

Xinzhou Wu says you don’t need millions of miles of driving data to beat Tesla. All you need are the right sensors and an AI system that can actually reason. Xinzhou Wu says you don’t need millions of ...

Chipmaker Nvidia is preparing to launch its own open source AI agent platform to compete with the likes of OpenClaw, according to a recent Wired report. The magazine cites “people familiar with the ...

Nvidia has made a "significant investment" in Mira Murati's Thinking Machines Lab, the companies announced. As part of the partnership, Thinking Machines Lab has also agreed to deploy at least one ...

Nvidia has just announced DLSS 4.5. The update brings new AI-powered graphics technology, and the improvements offer a noticeable impact on how modern PC games look and perform. It was revealed ...

Nvidia (NASDAQ: NVDA) appears ready to step back from making major equity investments in artificial intelligence startups. Speaking at the Morgan Stanley Technology, Media and Telecom conference in ...

By virtue of its $6.9 billion acquisition of Mellanox Technologies completed in early 2020, Nvidia became a seller of optical transceivers for Ethernet and InfiniBand, but seven years before that deal ...

Nvidia NVDA-3.28%decrease; red down pointing triangle is investing $2 billion in both Lumentum LITE-8.52%decrease; red down pointing triangle and Coherent as part of agreements to help accelerate ...

Computing Nvidia CES 2026 keynote LIVE — All the biggest announcements from Jensen Huang and what to expect from GeForce On GPUs Nvidia says PC gaming will ‘look like a film’ — GTC 2026 could herald 1 ...