NVIDIA Aktie News

Oracle Corp (NYSE:ORCL, ETR:ORC) is reportedly experiencing thin gross profit margins on its business renting Nvidia Corp (NASDAQ:NVDA, ETR:NVD) chips to customers, with internal documents showing a margin of roughly 14% on $900 million in revenue for the three months ending August 2025. This figure is far below Oracle's overall gross margin of about 70%, highlighting the high costs associated ...

The financing round includes debt and equity in a special purpose vehicle that will buy Nvidia chips and rent them to xAI, according to a report.

NVIDIA (NVDA) remains a strong buy, driven by a landmark 10GW OpenAI deal. I estimate ~$350B Nvidia revenue potential, tied to Rubin (and likely Feynman) through decade's end. Rubin's cadence was reaffirmed, with six chips taped out, and volume production starting next year, likely in H2. Near term, I believe GB300 Ultra ramp supports a strong Q3 FY26. OpenAI's AMD warrants could indirectly ben...

Right now, artificial intelligence (AI) investing is all the rage. AI hyperscalers are spending billions of dollars on AI computing equipment, and that trend doesn't appear to be slowing anytime soon.

Nvidia CEO Jensen Huang said he's surprised AMD offered 10% of itself to OpenAI as part of a multibillion-dollar partnership announced earlier this week. The deal includes a warrant for OpenAI to buy up to a 10% stake in AMD.

Nvidia's Huang says AI computing demand is up 'substantially' in the last 6 months

The leading AI chip maker is on track to snap a three-day losing streak.

When Nvidia (NVDA -0.26%), was getting started in the 1990s, Intel (INTC 1.54%) was dominating the semiconductor chip industry. Now, the fortunes of these companies have flipped.