Nvidia Corporation Stock Price, News & Analysis

NVIDIA (NASDAQ:NVDA) has unveiled major advancements in robotics technology through three key innovations: new Omniverse libraries, Cosmos physical AI models, and enhanced AI computing infrastructure. The company introduced Omniverse NuRec libraries featuring 3D Gaussian splatting for world reconstruction, and Cosmos Reason, a 7-billion-parameter reasoning model for physical AI and robotics.

The announcement includes the launch of RTX PRO Blackwell Servers and expanded DGX Cloud availability on Microsoft Azure Marketplace. Major industry players including Amazon Devices & Services, Boston Dynamics, Figure AI, and Hexagon have adopted these technologies. The new solutions aim to transform robotics development by combining AI reasoning with physically accurate simulation.

NVIDIA (NASDAQ:NVDA) has announced that its RTX PRO 6000 Blackwell Server Edition GPU will be integrated into mainstream enterprise servers from major manufacturers including Cisco, Dell Technologies, HPE, Lenovo, and Supermicro. The new 2U NVIDIA RTX PRO Servers will offer multiple configurations to accelerate enterprise workloads including AI, content creation, and data analytics.

These servers deliver up to 45x better performance and 18x higher energy efficiency compared to CPU-only systems. Key features include fifth-generation Tensor Cores, second-generation Transformer Engine with FP4 precision support, and fourth-generation NVIDIA RTX technology, delivering up to 6x faster inference and 4x higher performance than previous-generation L40S GPU.

The servers will be available later this year, with 8-GPU configurations in 4U form factors available now.

NVIDIA (NASDAQ:NVDA) has scheduled its second-quarter fiscal 2026 financial results conference call for August 27, 2025, at 2 p.m. PT (5 p.m. ET). The company will release written commentary from CFO Colette Kress at approximately 1:20 p.m. PT, ahead of the call.

The conference call will be available via webcast on investor.nvidia.com in listen-only mode, featuring prepared remarks followed by a Q&A session exclusively for financial analysts and institutional investors. The webcast recording will remain accessible until NVIDIA's Q3 FY2026 earnings call.

Roundhill Investments announced that its WeeklyPay™ ETF suite has surpassed $250 million in assets under management (AUM). The WeeklyPay™ ETFs are designed to provide investors with weekly distributions while maintaining uncapped upside exposure to popular stocks, differentiating them from covered call funds.

The suite includes ETFs tracking major companies like Apple, Amazon, Berkshire Hathaway, Coinbase, Meta, Netflix, NVIDIA, and Tesla. These innovative products aim to combine regular income generation with growth potential, offering investors a unique investment vehicle in the ETF space.

NVIDIA announced a strategic partnership with Novo Nordisk and DCAI to accelerate drug discovery through AI innovation. The collaboration centers on utilizing DCAI's Gefion supercomputer, powered by NVIDIA DGX SuperPOD, to create customized AI models for pharmaceutical research. Novo Nordisk will leverage NVIDIA's suite of tools including BioNeMo for AI-powered drug discovery, NIM and NeMo for agentic workflows, and Omniverse for simulation environments. The partnership aims to develop single-cell models for predicting drug responses and build biomedical language models using Novo Nordisk's scientific literature. The Gefion supercomputer is already supporting various healthcare initiatives in Denmark, including Teton's AI care companion project which has shown a 25% reduction in nightshift duties, and efforts to unite Danish health data into a national analysis platform.

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.