NVIDIA & GPU Stocks

Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns

Investors are fretting over a report that Nvidia could backstop an OpenAI data-center lease, in what would be the largest such arrangement yet.

Jim Cramer warns AI's circular financing frenzy echoes the dot-com bubble

CNBC's Jim Cramer said reports of Nvidia backing OpenAI's data center expansion revived memories of the financing arrangements that preceded the dot-com crash.

Nvidia and OpenAI in talks for up to $250 billion backstop to fund AI infrastructure plans

The backstop would let OpenAI raise debt for a data center campus in Pike County, Ohio, on the strength of Nvidia's credit.

Apple ends day as world's most valuable company, passing Nvidia

Nvidia had held the top spot as the most valuable company since June 2025, when it took the crown from Microsoft.

Nvidia considers $250bn backstop for OpenAI's planned 10GW Ohio data center - report

SoftBank facility is planned on Department of Energy land

South Korea's Naver confirms it will expand Sejong data center to 200MW

Brookfield and Nvidia to invest up to $10bn in campus

Ilya Sutskever’s Safe Superintelligence partners with Nvidia to scale its AI research

After two years in stealth, Safe Superintelligence has announced a long-term partnership with Nvidia as it prepares to scale to its next phase.

Indian cloud company Utho aims to buy 10,000 GPUs in next two years

Says it will start with Nvidia chips and later buy AMD GPUs also

Ilya Sutskever’s Safe Superintelligence Inc. and NVIDIA Announce Long-Term Strategic Partnership

Safe Superintelligence Inc. (SSI) and NVIDIA today announced a long-term partnership to rapidly accelerate SSI’s strategic growth...

NVIDIA Expands NVIDIA Agent Toolkit With NVIDIA PhysicsNeMo and CUDA-X Libraries to Transform How the World Engineers, Designs and Builds

NVIDIA today announced an expansion of NVIDIA Agent Toolkit for engineering, now adding NVIDIA PhysicsNeMo™ and CUDA-X™ libraries as agent-ready tools and skills built to transform how the world designs and develops products.

South Korea's Naver jumps 10% on Nvidia's $1 billion investment plan

NAVER, NVIDIA and Brookfield to Expand Korea’s National AI Factory Infrastructure Buildout

NAVER, NVIDIA and Brookfield today announced a proposed expansion of Korea's sovereign AI factory infrastructure, with planned investments that will grow the initial NVIDIA® DSX™ AI factory deployment to 200 megawatts — more than tripling the 55-megawatt buildout announced last m

NVIDIA's Blackwell Ramp Signals Another Leg Up for the AI Trade

Hyperscaler demand for Blackwell GB200 systems is outstripping supply through 2026, with sovereign AI orders adding a new demand pillar.