NVDA Stock News & Live Price
NVIDIA Corp · NASDAQ NMS - GLOBAL MARKET · Semiconductors
NVIDIA (NVDA) is the dominant supplier of AI training and inference chips — powering every major generative-AI model at OpenAI, Anthropic, Google, Meta, Microsoft, and Amazon. Live NASDAQ price, data-center revenue, and every AI headline in real time.
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About NVIDIA Corp (NVDA)
NVIDIA Corporation is the world's leading designer of graphics-processing units (GPUs) and accelerated-computing platforms. Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, it is listed on the NASDAQ under the ticker NVDA and headquartered in Santa Clara, California. NVIDIA sits at the very center of the generative-AI infrastructure buildout — its H100 and Blackwell (B100/B200/GB200) GPUs are the de-facto standard for training and deploying large language models at OpenAI, Anthropic, Google, Meta, Microsoft, xAI, and every major hyperscaler.
Data-center revenue — driven overwhelmingly by AI-accelerator sales to hyperscale cloud providers, enterprise, and sovereign governments — has exploded from ~$15B in fiscal 2023 to ~$115B in fiscal 2025 and is expected to exceed $170B in fiscal 2026. Alongside chips, NVIDIA sells the surrounding platform: CUDA (its proprietary parallel-computing framework, which is the true competitive moat), NVLink and Spectrum-X networking, DGX systems, HGX server reference designs, and now full-rack solutions like the GB200 NVL72.
Gaming (~$11B/year), Professional Visualization (~$2B), and Automotive (~$2B and growing) round out the portfolio, though these combined are dwarfed by the data-center segment. Gross margins have expanded to ~75% — extraordinary for a hardware company — because NVIDIA effectively owns the AI-compute standard. The primary risks are the natural cyclicality of semiconductor spending, increasing hyperscaler custom-silicon efforts (Google TPU, AWS Trainium, Meta MTIA), and geopolitical restrictions on exports to China.
What NVIDIA Corp Actually Does
- Data-center AI GPUs (H100, H200, B100, B200, GB200) — 90%+ market share
- CUDA software framework (proprietary moat around GPU compute)
- NVLink + Spectrum-X networking (Mellanox acquisition)
- GeForce gaming GPUs (RTX 4090, RTX 5090, etc.)
- Professional visualization (Quadro/RTX Ada for CAD, film, medical)
- Automotive & robotics (DRIVE platform, Isaac robotics stack)
- DGX systems + enterprise AI software (NVIDIA AI Enterprise, NIM)
Investment Thesis
AI infrastructure spending is still in the early innings — hyperscalers are guiding to $250-300B in combined 2026 AI capex, the majority of which flows to NVIDIA. Blackwell platform is production-ramp is on-track with strong demand visibility through 2026. CUDA lock-in makes it extremely hard for hyperscaler custom silicon to displace NVIDIA at scale.
Semiconductor cycles have historically been brutal — a single quarter of hyperscaler capex normalization could crash the stock 30-40%. Google's TPU, AWS Trainium, Meta's MTIA, and Chinese domestic alternatives are all working to reduce NVIDIA dependence. Any US-China restriction escalation caps the data-center TAM.
Company profile data sourced from Finnhub. TickerNews is a news aggregator and does not provide investment advice — see our Disclaimer.
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