Nvidia Corporation Q4 earnings exceed expectations with strong AI-driven growth. Data Center revenue up 93% YOY; $50B buyback planned. Click for my NVDA update.

With the Hopper and Blackwell GPU architectures, Nvidia sits on the fault line between superpower geopolitics and a historic data center construction boom.

Cisco expands partnership with Nvidia to accelerate AI adoption in enterprises, developing data center switches with Nvidia Spectrum Ethernet platform.

Nvidia (NASDAQ:NVDA) has cemented its dominance in the data center market, consistently smashing revenue forecasts and solidifying its position

Shares of AMD are sliding as the company faces fierce competition in the data center GPU market. Given Nvidia's dominance in data center GPUs and the company's continued growth, some investors may be skeptical that AMD will ever catch up.

Record quarterly revenue of $39.3 billion, up 12% from Q3 and up 78% from a year agoRecord quarterly Data Center revenue of $35.6 billion, up 16%

Oracle (ORCL) and privately held OpenAI plan to fill their new U.S.-based data center with billions of dollars worth of Nvidia (NVDA)

The site, in Abilene, Texas, is expected to house 64,000 of Nvidia's coveted GB200 semiconductors by the end of 2026.

OpenAI and Oracle are expected to deploy 64,000 Nvidia GB200s at the Stargate data center in Abilene, Texas by the end of 2026. According to a report from Bloomberg, the chips will be deployed in phases, with 16,000 due to be installed at the site by the end of this summer.

Nebius Group’s (NBIS) shares climbed early Wednesday after the Dutch artificial intelligence infrastructure company announced plans for a new data center in New Jersey. Nebius was spun off from the publicly traded Yandex Group,

Nvidia delivered a record $130.5 billion in total revenue in fiscal 2025, which was a 114% increase from the prior year, and it was also comfortably above management's forecast of $128.6 billion. The data center segment accounted for $115.1 billion of that total, which was up by a whopping 142% from the prior year.

Start-ups and corporations are still clamoring for Nvidia’s AI data center chips. The chip maker reported data center revenue of $35.6 billion for its January quarter, up 93% year over year. Nvidia sa