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.
NVIDIA (NVDA) expanded its open source CUDA-Q platform with CUDA-Q Logical, an orchestration layer for designing and testing fault-tolerant quantum computing applications with logical qubits.
The new layer lets researchers co-design algorithms, error-correction codes and hardware architectures, and switch configurations to optimize resource use. Fermilab used CUDA-Q Logical to turn complex designs into a verifiable workflow, cutting fault-tolerant algorithm development from about five months to three weeks, a 7x speedup. Iceberg Quantum modeled Diraq’s qubits to show that 1,000 logical qubits can be realized with about 150,000 physical qubits, roughly 10x fewer than prior estimates.
Sandia’s new cross-platform benchmark QUOPS is now available in CUDA-Q, and multiple quantum companies and labs are integrating CUDA-Q and NVIDIA’s broader quantum-GPU stack, with CUDA-Q Logical now accessible via GitHub.
Palantir (PLTR) and NVIDIA (NVDA) announced a collaboration to deploy a joint sovereign AI stack for complex supply chain operations, initially within NVIDIA’s own supply chain.
The stack combines NVIDIA Nemotron open models with Palantir Foundry, AIP and Ontology to improve visibility, identify constraints and guide allocation decisions while keeping proprietary data under organizational control. NVIDIA is applying the system to manage a supply chain that includes 1.3 million parts per NVIDIA Vera Rubin rack. The jointly developed Palantir Sovereign AI Operating System Reference Architecture can run on cloud, co-location or on-premises infrastructure, supported by partners including Dell Technologies, Cisco, Rackspace and Nebius.
NVIDIA (NVDA) plans to expand AI infrastructure capacity in Australia to support up to a 2-gigawatt buildout of DSX-based AI factories by 2027 through collaborations with local NVIDIA Cloud Partners and AI infrastructure providers.
Partners include Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk, which will own and operate the facilities while NVIDIA supplies the DSX platform, accelerated computing, networking, software and ecosystem support. Sharon AI is deploying up to 68,000 NVIDIA GPUs using NVIDIA Quantum InfiniBand and NVIDIA Spectrum-X Ethernet. CDC reports over 550 megawatts of capacity in operation and another 800 megawatts under construction, using 100% renewable electricity and advanced cooling. Organizations such as Heidi and Atlassian are already using NVIDIA Nemotron open models and accelerated computing to build healthcare and enterprise AI applications in Australia.
NVIDIA (NASDAQ: NVDA) and MediaTek announced an expanded partnership to develop multigenerational AI computing platforms spanning cloud AI infrastructure, local AI computing and automotive. MediaTek will adopt the NVIDIA NVLink Fusion platform so customers can build custom XPUs that connect into NVIDIA NVLink‑based, rack‑scale AI factories.
The collaboration covers custom AI infrastructure using NVLink Fusion chiplets, NVLink‑C2C and NVHBM; continued joint development of NVIDIA RTX Spark and DGX Spark PC and edge chips; and ongoing work on Dimensity Auto platforms for AI‑defined vehicles. NVIDIA has also invested $3.5 billion in convertible bonds issued by MediaTek.
NVIDIA (NASDAQ: NVDA) announced it will present at the Goldman Sachs Communacopia + Technology Conference on Thursday, Sept. 10, at 8:50 a.m. PT. Interested investors can access a live audio webcast and replays of NVIDIA’s financial presentations for 90 days at investor.nvidia.com.
AWS (NASDAQ: AMZN) and NVIDIA (NASDAQ: NVDA) announced a major expansion of their AI collaboration, with AWS planning to deploy 2 million additional NVIDIA Blackwell Ultra, Rubin and Rubin Ultra GPUs across its global infrastructure in 2027–2028, including AI factories.
The companies plan to build U.S. government AI factories with 100,000 GPUs on secure AWS infrastructure, bring NVIDIA Vera CPU‑based infrastructure to AWS, extend NVLink Fusion with NVHBM, and integrate NVIDIA’s platform with AWS Nitro and EFA. The collaboration also expands support for Nemotron open models, GPU‑accelerated data processing and vector indexing on Amazon EMR and OpenSearch, and advances physical AI for robotics via Amazon Robotics’ adoption of NVIDIA’s Jetson, Omniverse and Isaac platforms.
NVIDIA (NASDAQ: NVDA) reported second quarter fiscal 2027 revenue of $96.2 billion, up 18% sequentially and 106% year over year. GAAP and non-GAAP gross margins were both 75.0%. GAAP diluted EPS was $2.46, while non-GAAP diluted EPS was $2.22.
Data Center revenue reached $89.0 billion, up 18% quarter over quarter and 117% year over year. GAAP operating income was $63.7 billion and GAAP net income was $59.7 billion, increases of 19% and 126% year over year, respectively.
NVIDIA returned about $26.0 billion to shareholders via repurchases and dividends in the quarter and has roughly $99.0 billion remaining under its buyback authorization. The next quarterly cash dividend of $0.25 per share will be paid on October 1, 2026. For Q3 fiscal 2027, NVIDIA expects revenue of $108.0 billion ±2%, gross margin of about 74.0% ±50 bps, and GAAP/non-GAAP operating expenses of approximately $9.2 billion and $9.0 billion, respectively, and is not assuming any Data Center compute revenue from China in this outlook.
NVIDIA (NASDAQ: NVDA) unveiled the Jetson Orin Nano 2, a new entry-level robotics computer for edge AI that targets robots, drones and vision systems. The module delivers 78 trillion operations per second of AI compute, 8GB of memory and an 8-core Arm CPU.
According to NVIDIA, Jetson Orin Nano 2 offers 2x the inference performance of Jetson Orin Nano Super in the same form factor and can use 40% less power at equal performance. Over 3 million developers build on NVIDIA’s robotics stack, with early adopters including Cognex, Doosan Bobcat, Matic and Wing. Partners such as AAEON, ADLINK and Advantech are creating carrier boards and hardware systems. The module and developer kit are expected to be available in the first half of 2027.
NVIDIA (NASDAQ: NVDA) announced that SpaceXAI will deploy NVIDIA Vera CPUs and the Vera Rubin platform to power its next-generation agentic AI infrastructure for Grok, scaling toward gigawatts of compute capacity.
SpaceXAI plans to use Vera to accelerate CPU-intensive orchestration, code execution, data processing and simulations, keeping GPUs fully utilized. NVIDIA Vera features 88 Olympus cores, Spatial Multithreading and LPDDR5X memory delivering up to 1.2TB/s bandwidth, enabling up to 1.8x faster task completion versus x86 CPUs. SpaceXAI also plans a first-generation Starmind AI satellite based on an optimized Vera Rubin NVL72 rack-scale system, extending NVIDIA’s accelerated computing architecture from terrestrial AI factories into orbital AI infrastructure.
NVIDIA (NASDAQ: NVDA) announced that NVIDIA Groq 3 LPX, an interactive AI inference accelerator extending the Vera Rubin NVL72 platform, is now in full production. The product targets agentic AI workloads that require ultrafast token generation across long, multi-step inference sequences.
According to NVIDIA, Groq 3 LPX dramatically increases token generation rates on Vera Rubin NVL72 systems, delivering 3,400 output tokens per second in Artificial Analysis benchmarking on the Gemma 4 31B model with a 100,000-token context, described as the fastest result recorded for this model. NVIDIA also reports up to 4x faster responsiveness for agentic and other latency-sensitive workloads versus the nearest alternative platform.
Nebius will be the first AI cloud to adopt Groq 3 LPX via its Nebius Token Factory production inference platform, with AI cloud provider Groq planning to be among the earliest additional adopters. Groq 3 LPX integrates into NVIDIA’s broader Vera Rubin AI factory architecture alongside BlueField-4 DPUs, Vera CPU racks, storage and Spectrum-6 Ethernet.