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) 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.
NVIDIA (NYSE:NVDA) and Dassault Systèmes announced a long-term strategic partnership on Feb 3, 2026 to build a shared industrial AI architecture combining Virtual Twins and NVIDIA AI infrastructure.
The collaboration will deploy OUTSCALE AI factories across three continents, integrate NVIDIA Omniverse and Nemotron models, and target biology, materials, engineering and manufacturing workflows.
NVIDIA (NASDAQ:NVDA) will host a conference call on Wednesday, February 25, 2026 at 2:00 p.m. PT (5:00 p.m. ET) to discuss fourth-quarter and fiscal year 2026 results ended January 25, 2026. The live webcast will be listen-only on investor.nvidia.com.
Prepared remarks will be followed by a Q&A limited to financial analysts and institutional investors. The company will post written commentary from CFO Colette Kress at approximately 1:20 p.m. PT immediately after results are publicly announced. A recorded replay will be available until the company’s Q1 FY2027 results call.
CoreWeave (Nasdaq: CRWV) and NVIDIA announced an expanded collaboration to accelerate global AI infrastructure. NVIDIA invested $2.0 billion in CoreWeave Class A common stock at a purchase price of $87.20 per share. The partners aim to enable CoreWeave to build more than 5 gigawatts of AI factories by 2030, leverage NVIDIA’s financing to secure land, power and shells, and deploy multiple NVIDIA generations including Rubin, Vera CPUs and Bluefield storage while testing CoreWeave software such as SUNK and Mission Control for broader reference-architecture use.
Envirotech Vehicles (NASDAQ: EVTV) and AZIO AI announced a scalable AI infrastructure program focused on integrated power, cooling, and modular compute to support sustained, production-level AI workloads.
The Texas reference deployment uses behind-the-meter natural gas generation and purpose-built cooling to run continuous operations and gather live performance, efficiency, uptime, and economics data. Initial modules support ~500 kW compute (≈1,000–1,250 units) with designed expansion paths to ~5 MW (10,000+ units) and larger multi‑megawatt campuses. The commercial framework has AZIO AI selling hardware while EVTV owns hosted assets.
NVIDIA (NVDA) and Lilly announced a co-innovation AI lab to reinvent drug discovery, pledging up to $1 billion of joint investment over five years for talent, infrastructure and compute. The San Francisco Bay Area lab will colocate Lilly scientists with NVIDIA AI engineers, build on NVIDIA BioNeMo and Vera Rubin architectures, and link agentic wet labs with computational dry labs to create a continuous learning system for 24/7 AI-assisted experimentation. Work is expected to begin in South San Francisco early 2026.
NVIDIA (NVDA) expanded its BioNeMo open development platform at the J.P. Morgan Healthcare Conference to accelerate AI-driven biology and drug discovery. Key additions include RNAPro for RNA structure prediction, ReaSyn v2 for synthetically feasible designs, BioNeMo Recipes, and nvMolKit GPU-accelerated cheminformatics libraries. NVIDIA announced collaborations with Lilly to create a co-innovation AI lab (up to $1 billion investment over five years) and with Thermo Fisher to build autonomous, edge-to-cloud lab infrastructure and agentic workflows. Multiple biotech partners are adopting BioNeMo for model training, deployment and lab-in-the-loop workflows.
Siemens and NVIDIA (NVDA) expanded their strategic partnership on January 6, 2026 to build an Industrial AI operating system that spans design, simulation, manufacturing, operations and supply chains. The companies plan to deliver AI-accelerated portfolios including AI-native electronic design, AI-native simulation, and adaptive manufacturing, and to design repeatable AI factory blueprints.
Key specifics: Siemens' Electronics Factory in Erlangen will serve as the first blueprint starting in 2026; Siemens will complete GPU acceleration across its simulation portfolio; Siemens and NVIDIA target 2–10x speed-ups in key semiconductor EDA workflows.