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) unveiled BlueField-4 STX, a modular reference architecture for accelerated storage aimed at agentic AI. STX promises up to 5x token throughput, 4x energy efficiency and 2x faster data ingestion, and will ship on partner platforms in H2 2026.
Early adopters and partner ecosystem include CoreWeave, Oracle Cloud Infrastructure, VAST Data, Supermicro, HPE, IBM and others.
NVIDIA (NVDA) unveiled the Vera Rubin platform on March 16, 2026, with seven new chips in full production and five rack designs to scale POD‑level AI factories.
Key claims include NVL72 racks using 72 Rubin GPUs and 36 Vera CPUs, up to 10x inference throughput per watt, Groq 3 LPX racks, BlueField‑4 STX storage, and DSX power optimizations.
NVIDIA (NVDA) unveiled DLSS 5, a real-time neural rendering model arriving this fall that infuses pixels with photoreal lighting and materials to bridge rendering and reality. DLSS 5 runs in real time up to 4K, offers artist controls, integrates via NVIDIA Streamline, and is supported by major publishers.
NVIDIA (NASDAQ: NVDA) and Nebius (NASDAQ: NBIS) announced a strategic partnership on March 11, 2026, in which NVIDIA will invest $2 billion in Nebius to scale a full‑stack AI cloud. The collaboration aims to enable Nebius to deploy > 5 gigawatts of NVIDIA systems by the end of 2030 and covers AI factory design, inference stacks, infrastructure deployment and fleet management.
The partnership includes early adoption of NVIDIA Rubin, NVIDIA Vera CPUs and NVIDIA BlueField storage systems, plus software, design reviews and GPU health monitoring to accelerate Nebius’s hyperscale AI cloud buildout.
NVIDIA (NASDAQ: NVDA) announced GTC 2026, March 16-19 in San Jose, with Jensen Huang delivering the keynote on March 16 at 11 a.m. PT. The event will host more than 30,000 attendees, 1,000+ sessions, 240+ Inception startups, hands-on training, and an investor Q&A on March 17 at 9 a.m. PT.
GTC will cover the full five-layer AI stack: energy, chips, infrastructure, models and applications, with live and virtual programming available.
NVIDIA (NVDA) announced a multiyear strategic partnership with Lumentum to accelerate advanced optics for AI data centers. The agreement includes a multibillion purchase commitment and capacity access rights, and NVIDIA will invest $2 billion to support Lumentum's R&D and a new U.S. fabrication facility.
The collaboration targets silicon photonics, optical interconnects, and package integration to scale manufacturing capacity, improve energy efficiency, and advance next-generation gigawatt-scale AI infrastructure.
NVIDIA (NVDA) and Coherent announced a multiyear, nonexclusive strategic partnership on March 2, 2026 to accelerate optics for next-generation AI data centers. NVIDIA is investing $2 billion in Coherent and has made a multibillion-dollar purchase commitment for advanced laser and optical networking products.
The deal funds Coherent's U.S.-based manufacturing expansion, deepens R&D collaboration on silicon photonics and secures capacity and future access rights to support ultrahigh-bandwidth, energy-efficient AI infrastructure.
NVIDIA (NVDA) and a coalition of global operators and vendors committed at Mobile World Congress on March 1, 2026 to build AI-native, open, secure 6G networks. Participants include Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia, OCUDU Ecosystem Foundation, ODC, SK Telecom, SoftBank and T-Mobile.
The initiative emphasizes open software-defined RAN, edge and core platforms, interoperability, supply-chain resilience and embedding AI across networks to enable pervasive autonomous systems and trusted global connectivity.
NVIDIA (NASDAQ: NVDA) reported record Q4 revenue of $68.1 billion (up 20% Q/Q, 73% Y/Y) and fiscal 2026 revenue of $215.9 billion (up 65% Y/Y). GAAP diluted EPS was $1.76 for Q4 and $4.90 for FY26. Data Center revenue reached a record $62.3 billion in Q4.
Management announced a Q1 FY27 revenue outlook of $78.0 billion ±2%, inclusion of stock-based compensation in non-GAAP measures beginning Q1 FY27, a $0.01 quarterly dividend, and $58.5 billion remaining on its repurchase authorization.
NVIDIA (NVDA) and Meta announced a multiyear, multigenerational strategic partnership to codesign AI infrastructure for Meta’s hyperscale data centers.
The deal covers large-scale deployment of NVIDIA Grace, Vera CPUs, millions of Blackwell and Rubin GPUs, Spectrum-X Ethernet and Confidential Computing for WhatsApp, with potential Vera scale in 2027.