$NVDA Nvidia is investing $100bn into OpenAI OpenAI can then buy chips from Nvidia.
OpenAI can then buy chips from Nvidia. And rent capacity from cloud providers who buy chips from Nvidia? Sounds a bit like the new circular AI economy... Source: Wasteland Capital
Intel $INTC stock just had its best day since OCTOBER 1987
Nvidia said it will invest $5 billion in Intel as part of a deal to co-develop data center and PC chips with the troubled chipmaker. The Trump administration brokered a 10% stake in the chipmaker in August. The investment, which is subject to regulatory approvals, does not appear to include the manufacturing of Nvidia chips with Intel's foundry. Source. CNBC
Oracle is expecting its “Cloud Infrastructure” revenue to rise to an eye-watering $144 billion in its fiscal year 2030. That’s up more than 14x on last fiscal year’s ~$10 billion haul
If, and it is an if, the company hits that forecast, it will have shades of another AI enabler’s meteoric rise: Nvidia’s data center business, which saw its revenue increase from $6.7 billion in FY 2021 to $115 billion in FY 2025, with analysts anticipating more than $184 billion in data center revenue this fiscal year. Source: Chartr
Analysts have raised $NVDA estimate after Q2 earnings.
The stock is now trading at just ~27x on next year EPS estimate while growing at ~50% Source: The AI Investor @The_AI_Investor
Analysts are raising their Nvidia $NVDA targets across the board
• JPMorgan: $170 → $215 • Rosenblatt: $200 → $215 • Benchmark: $190 → $220 • BofA Securities: $220 → $235 • Citi: $170 → $215 • Jefferies: $200 → $205 • KeyBanc: $215 → $230 • DA Davidson: $135 → $195 • Trust Securities: $210 → $228 Source: Stocktwits
Nvidia $NVDA CEO Jensen Huang just said this about China
"The China market, I've estimated, to be about $50 Billion opportunity for us this year" ... "you would expect it to grow say, 50% per year" "It is the second largest computing market in the world, and it is also the home of about 50% of the world's AI researchers, the vast majority of the leading open source models are created into China. And so it's fairly important, I think, for the American technology companies to be able to address that market." Source: Evan
Nvidia $NVDA said sales to just one customer represented 23% of its total $46.7 Billion of revenue from the quarter‼️
Someone spent $10.75 Billion with Nvidia during the quarter 😨 Half of $NVDA data center revenues this quarter tied to just two customers - Most likely amazon $AMZN and microsoft $MSFT 🤔... Source: Evan
🔥 NVIDIA (NASDAQ: $NVDA) earnings are in! Another DOUBLE beat from the world’s most valuable company! 🚀
EPS: $1.05 vs. $1.01 est. (+4.17%) YoY EPS growth: +54.41% ($0.68 last year) Revenue: $46.743B vs. $46.018B est. (+1.58%) YoY Revenue growth: +55.60% ($30.04B last year) Q2 FY26 Highlights: 🤖 Data Center: $41.1B 🧠 Blackwell AI surge: +17% seq 💰 New $60B buyback approved Q3 guide: $54B revenue 😤Note that the outlook does NOT include any shipments of H20 chips to China. Nvidia is excluding China data center revenue from future projections to give Wall Street a clearer baseline in an otherwise volatile environment. Bottom-line: Nvidia beat on revenue and earnings but didn't raise guidance. The result? It's down after market, but no crash (-2% to -3%). Source: Quant Data @QuantData, Day Trading News
