Nvidia Corporation Stock Price, News & Analysis

NVIDIA announced the construction of the world's first industrial AI cloud in Germany, featuring 10,000 GPUs through DGX B200 systems and RTX PRO Servers. This AI factory aims to accelerate European manufacturing applications from design to operations. Major European manufacturers including BMW Group, Maserati, Mercedes-Benz, and Schaeffler are adopting NVIDIA-accelerated applications from software leaders Ansys, Cadence, and Siemens. The initiative enables simulation-first, AI-driven manufacturing capabilities. Notable achievements include Volvo Cars achieving 2.5x acceleration in fluid simulations using Ansys Fluent on NVIDIA Blackwell GPUs, BMW Group experiencing 30x speedup in aerodynamics simulations, and Schaeffler implementing AI-powered automation across 100+ manufacturing plants. The cloud infrastructure will be built following NVIDIA Omniverse Blueprint for AI factory design and operations.

Siemens and NVIDIA announced an expansion of their partnership to accelerate industrial AI and digitalization in manufacturing. The collaboration combines NVIDIA's AI and accelerated computing capabilities with Siemens' Xcelerator platform to enable AI-powered factories of the future. Key achievements include a 30x speedup in BMW Group's aerodynamics simulations using NVIDIA Blackwell GPUs with Siemens' software, and a 25x acceleration in AI execution through new Siemens Industrial PCs. The partnership also introduces Industrial Copilot for Operations, which reduces reactive maintenance time by 30%. The collaboration spans various areas including generative AI, industrial AI, robotics, and cybersecurity, with implementations of NVIDIA's technology throughout Siemens' platform enabling real-time visualization and interaction with digital twins.

NVIDIA announced the expansion of DGX Cloud Lepton, an AI platform featuring a global compute marketplace, with new cloud providers joining the network. Major providers including Mistral AI, AWS, Microsoft Azure, and others are contributing NVIDIA Blackwell GPUs to the marketplace. Hugging Face is integrating DGX Cloud Lepton into its new Training Cluster as a Service offering, enhancing AI researchers' access to computing resources. NVIDIA partnered with European VCs to offer up to $100,000 in marketplace credits to portfolio companies. The platform simplifies access to GPU resources within specific regions, supports data governance, and integrates with NVIDIA's software suite. Early customers include Basecamp Research, EY, and others using the platform for various AI initiatives. The platform includes management software for cloud providers to monitor GPU health and automate analysis, ensuring reliable computing access.

NVIDIA announced strategic partnerships with European model builders and cloud providers to develop and optimize sovereign large language models (LLMs) tailored to local languages and cultures. The collaboration includes partners from France, Italy, Poland, Spain, Sweden, and other regions. These models will be optimized using NVIDIA Nemotron techniques to enhance cost efficiency and accuracy for enterprise AI workloads. The models will be available through Perplexity's AI-powered answer engine and can be fine-tuned on local NVIDIA Cloud Partner infrastructure through Hugging Face integration with DGX Cloud Lepton. The initiative aims to create an integrated regional AI ecosystem, with the first distilled models expected later in the year. Notable partners include Barcelona Supercomputing Center, LightOn, Bielik.AI, and various academic institutions, with cloud infrastructure support from providers like Nebius, Nscale, and Fluidstack.

NVIDIA announces major European AI infrastructure expansion, partnering with France, Italy, UK, and other nations to deploy over 3,000 exaflops of NVIDIA Blackwell compute systems. Key initiatives include Mistral AI's deployment of 18,000 Grace Blackwell systems in France, UK cloud providers' plan for 14,000 Blackwell GPUs, and Germany's first industrial AI cloud featuring 10,000 Blackwell GPUs. The company is establishing AI technology centers across Europe and collaborating with major telecom providers like Orange, Fastweb, Swisscom, Telefónica, and Telenor. This strategic expansion aims to strengthen Europe's digital sovereignty, support economic growth, and position the continent as a leader in the AI industrial revolution. The initiative includes research centers in Germany, Sweden, Italy, Spain, UK, and Finland, focusing on workforce development and scientific breakthroughs.

NVIDIA announced that JUPITER, Europe's fastest supercomputer powered by NVIDIA Grace Hopper platform, delivers over 2x speedup for HPC and AI workloads compared to the next-fastest system. Located at Jülich Supercomputing Centre in Germany, JUPITER features nearly 24,000 NVIDIA GH200 Grace Hopper Superchips and NVIDIA Quantum-2 InfiniBand networking. The system achieves 1 quintillion FP64 operations per second, making it Europe's first exascale supercomputer, with expected AI performance of over 90 exaflops. As the most energy-efficient among the top five TOP500 supercomputers at 60 gigaflops per watt, JUPITER will advance research in climate modeling, quantum computing, structural biology, engineering, and astrophysics.

NVIDIA (NVDA) has announced its participation in three major financial community events in June 2025. The company will present at the BofA Securities 2025 Global Technology Conference on June 4 at 7:50 a.m. PT, followed by two presentations on June 10: the Nasdaq Investor Conference in partnership with Jefferies at 1:00 a.m. PT and Rosenblatt's 5th Annual Technology Summit: The Age of AI at 7:00 a.m. PT. All presentations will be accessible via live audio webcast on investor.nvidia.com, with replays available for 90 days after the events.

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.