Its focus on chips that are well-suited to inference workloads will help it maintain its power in the artificial intelligence space.

Nvidia, Microsoft, Google, SpaceX, OpenAI, and Amazon will all serve as artificial-intelligence vendors for the Department of Defense.

AI server prices in China have almost doubled in recent weeks as export rules and tighter enforcement on grey-market chips restrict supply. Chinese buyers are facing new scarcity premiums for NVIDIA AI hardware,

Swedish startup Legora has raised more than $800 million in the past 12 months, and the latest deal values it at $5.6 billion.

Nvidia also achieved an important new milestone.

Virgo Networking is a data center network fabric designed for megascale AI. Introduced by Google, it serves as the backbone for Google’s AI Hypercomputer and will enable the Vera Rubin A5X instance to scale to 960,000 graphics processing units across multiple sites.

NVIDIA (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered the two most consequential earnings reports in AI hardware. NVIDIA closed fiscal 2026 with a 73.21% revenue surge,

For most of the AI boom, Nvidia (NVDA) has been the only name that mattered in data center hardware. That dynamic is shifting. AMD (AMD) stock has risen 55% year-to-date

Nebius has risen over 70% this year so far.