Data center revenue has been steadily growing, up almost 15% year over year each quarter over the last year. Nvidia stock has only gone sideways this year. That is about to change.

Feb 19 (Reuters) - Nvidia is close to finalizing a $30 billion investment into OpenAI that will replace the long-term $100 billion commitment agreed upon by the companies last year, the Financial Times reported on Thursday,

CEO Jensen Huang runs the world’s largest company and his placement on the ‘Mount Rushmore’ of tech leaders is all but secured. Yet, what we’re seeing across the past six months might be his greatest work to date,

Jensen Huang's big move has even bigger financial implications.

The days of tech giants buying up discrete chips are over. AI companies now need GPUs, CPUs, and everything in between.

Instead, the market looked beyond the impressive AI order book and focused on a single forward-looking metric that reshaped the narrative: a

After a previously-announced $100 billion deal went “on ice,” as The Wall Street Journal reported, Nvidia is nearing a $30 billion equity investment as part of a larger funding round, the Financial Times reports.

Nvidia shares dipped ahead of next week’s earnings release. Oppenheimer expects $2–3 billion sales upside led by GB300. OpenAI funding and hyperscaler capex seen supporting demand.

Evidence: China’s regulator determined NVDA breached antitrust regulations in the Mellanox acquisition (Sept 2025), New regulations reportedly require Chinese purchasers to buy domestic chips for each H200 imported (Jan 2026), Reopened access to China's market is accompanied by a new 25% revenue-sharing tariff (Jan 2026)

Appaloosa's billionaire boss tripled his fund's stake in an artificial intelligence (AI) company at the forefront of an addressable market that can 32X by 2030.