Skip to content
readthetape
readthetape

Bullish for NVIDIA

Nvidia Space AI Expansion

Stable

Steady attention in NVIDIA coverage, without a clear trend.

Updated 14 October 2026

Share this page

Nvidia Space AI Expansion

Bullish for NVIDIA · an argument in NVIDIA coverage

A link to the narrative’s page

From readthetape.ai

This page changes as new coverage is published.

The bullish argument: NVIDIA's dominant position in the AI infrastructure buildout has made Jensen Huang and the company iconic symbols of the AI revolution, with sources highlighting the company's strategic positioning in European and global markets as it expands computing capacity to serve regional demand. This reflects NVIDIA's cultural and market prominence in the AI era.

What changed?

Not in yesterday’s coverage · 1.2% of NVIDIA coverage today

The idea itself is not new: the recorded share reached 5.9% on 8 September. Renewed coverage does not necessarily mean new evidence.

How attention has changed

1.2% of NVIDIA coverage

Rolling 3-day share · as of 14 Oct 2026

15 Sep — 14 Oct 2026 · 30 days shown. From 1.5% on 15 Sep to 1.2% on 14 Oct; low 0% on 22 Sep, high 3.3% on 6 Oct.

This measures attention in published coverage, not the likelihood of a price move.

Share chart

Nvidia Space AI Expansion · attention

Rolling 3-day share of NVIDIA coverage · 30 days

As of 14 October 2026

From readthetape.ai

The link opens the live chart, which updates as coverage is published. A downloaded image is fixed at its date.

Share of NVIDIA coverage, by day, 15 Sep to 14 Oct 2026: each day's share of NVIDIA coverage (rolling 3-day). Days without an observation are not listed.
DateShare of coverage
2026-09-151.5%
2026-09-161.8%
2026-09-172%
2026-09-180.8%
2026-09-192.9%
2026-09-202.1%
2026-09-213.1%
2026-09-220%
2026-09-230%
2026-09-241.7%
2026-09-251.7%
2026-09-261%
2026-09-270%
2026-09-280%
2026-09-291.5%
2026-09-300.9%
2026-10-011.5%
2026-10-022.8%
2026-10-033.1%
2026-10-042.1%
2026-10-052.5%
2026-10-063.3%
2026-10-072.3%
2026-10-081.5%
2026-10-091.3%
2026-10-101.2%
2026-10-110.8%
2026-10-120%
2026-10-130%
2026-10-141.2%

Keep up with the bigger picture

Personalized briefs are coming. Join the waitlist to follow this story and the other narratives shaping NVIDIA coverage.

The argument and its evidence

Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.

See all articles

Record dates: 4 Jul–14 Oct 2026

Recent coverage

Current coverage window: 7–13 Oct 2026

  • MarketScreener · Published 13 Oct 2026

    Scaleway to open Nvidia-powered computing site in Copenhagen

    In coverage record: 14 Oct 2026

    “The moves will boost Scaleway's computing capacity in northern Europe, targeting European businesses that want their AI work hosted under EU law”

    Read article
  • TNW · Published 8 Oct 2026

    Nvidia-backed Upscale AI launches platform to link chips from rival makers

    In coverage record: 9 Oct 2026

    “Token Fabric combines SkyFabriX, Upscale's own scale-up switch chip, with scale-out switches built on Nvidia's Spectrum-X Ethernet chips.”

    Read article
  • Moneycontrol · Published 7 Oct 2026

    SpaceX seeks $40 billion to buy Nvidia AI chips as Musk ramps up data centre push

    In coverage record: 8 Oct 2026

    “Morgan Stanley estimates AI infrastructure will require $1.5 trillion in external financing by 2028”

    Read article

Earlier coverage

  • Finbold · Published 5 Oct 2026

    SpaceX vs. Nvidia? We asked ChatGPT which stock is a better buy for Q4 2026

    In coverage record: 6 Oct 2026

    “Nvidia's growing exposure to AI inference, which is becoming an increasingly important growth driver as artificial intelligence applications move from development into real-world deployment.”

    Read article
  • Fortune · Published 4 Oct 2026

    Nvidia CEO Jensen Huang emerged as the biggest foil to AI doomerism's existential risk to humanity

    In coverage record: 5 Oct 2026

    “Nvidia rolled out a new platform designed to keep AI agents from going rogue, saying its Open Agent Safety Platform is designed to provide "full-stack" control over AI agents from testing through deployment.”

    Read article
  • Decrypt · Published 2 Oct 2026

    Nvidia Hits Record High as Market Value Reaches $5.7 Trillion

    In coverage record: 3 Oct 2026

    “Nvidia reported $96.2 billion in revenue for the quarter ended July 26, up 106% from a year earlier, per its earnings release. Data centers, the buildings full of servers that run AI, brought in $89 billion of that.”

    Read article
  • CoinGape · Published 1 Oct 2026

    NVIDIA Stock Price to Rally Another 52%, Predicts Cantor Fitzgerald

    In coverage record: 2 Oct 2026

    “NVIDIA plans to produce up to $500 billion of AI infrastructure in the U.S. with partners including TSMC, Foxconn, Wistron, Corning, and others.”

    Read article
  • Fox Business · Published 1 Oct 2026

    October could be a huge month for the stock market. Here's why.

    In coverage record: 2 Oct 2026

    “This would also have positive implications for chip providers like Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom, which also make up a hefty portion of the value of the stock market.”

    Read article
  • NDTV Profit · Published 30 Sep 2026

    'Incredible Benefits' To 'Real Risks': What Anthropic, Nvidia, Meta CEOs Said On AI Concerns

    In coverage record: 1 Oct 2026

    “There's no conflict between innovation, technology and safety”

    Read article
  • NDTV Profit · Published 28 Sep 2026

    Nvidia Launches AI Containment Platform To Stop Rogue Agents

    In coverage record: 29 Sep 2026

    “Nvidia has introduced the Open Agent Safety Platform, a new software tool designed to help developers lock down artificial intelligence agents and prevent them from bypassing security protocols.”

    Read article
  • Times of India · Published 28 Sep 2026

    After Jensen Huang warned ChatGPT maker OpenAI and other companies to shut down models they can’t make safe, Nvidia launches software to stop AI agents from going rogue

    In coverage record: 29 Sep 2026

    “if they say the alternative, which is: There is no way to contain our experiments, there's just no way; when we test our A.I. models, it will get out, and it will damage the world — then I think the answer is that we have to shut the labs down”

    Read article
  • The Straits Times · Published 23 Sep 2026

    Wall Street ends down as oil prices, Treasury yields rise

    In coverage record: 24 Sep 2026

    “analysts say could benefit tech infrastructure stocks, while challenging banks, online shopping platforms and other consumer businesses”

    Read article
  • CBS News · Published 18 Sep 2026

    Nvidia CEO Jensen Huang calls for AI to be developed "as fast as we can"

    In coverage record: 19 Sep 2026

    “The Santa Clara-based Nvidia, the world's most valuable company with a market capitalization above $5 trillion, has achieved its growth with the help of the AI boom.”

    Read article
  • CNBC · Published 18 Sep 2026

    After decade of clashes in AI, Elon Musk forging strange alliances

    In coverage record: 19 Sep 2026

    “Nvidia CEO Jensen Huang, who said AI companies actually need to go faster”

    Read article
  • CBS News · Published 18 Sep 2026

    Nvidia CEO Jensen Huang calls for AI to be developed "as fast as we can"

    In coverage record: 19 Sep 2026

    “Nvidia, the world's most valuable company with a market capitalization above $5 trillion, has achieved its growth with the help of the AI boom.”

    Read article
  • Australian Financial Review · Published 16 Sep 2026

    How Jensen Huang became AI’s Taylor Swift

    In coverage record: 17 Sep 2026

    “The boss of Nvidia, the world's most valuable company, comes back to his native Taiwan every summer for Computex, Asia's biggest computer-hardware conference.”

    Read article
  • Marketing Interactive · Published 15 Sep 2026

    ‘Run as fast as you can’: Nvidia boss rejects the idea AI safety means slowing down

    In coverage record: 16 Sep 2026

    “Huang's wider prediction is that AI will ultimately become an infrastructure layer in much the same way electricity and the internet did before it. Every company, every enterprise, every country should become an AI company.”

    Read article
  • Times of India · Published 14 Sep 2026

    ‘It is my form of torture’: Nvidia CEO Jensen Huang says criticism is meant to make employees better

    In coverage record: 15 Sep 2026

    “In its second-quarter fiscal 2027 earnings report, the company posted revenue of 96.2 billion dollars, up 18 percent from the previous quarter and 106 percent from a year earlier. Its data centre business alone climbed to 89 billion dollars, a 117 percent jump year over year, fuelled by the broader boom in artificial intelligence (AI) infrastructure.”

    Read article
  • Markets Insider · Published 7 Sep 2026

    Nvidia’s Jensen Huang Says ‘AGI Has Arrived’ with OpenAI’s GPT-6 Astra

    In coverage record: 8 Sep 2026

    “Huang wrote in the post, 'GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72.'”

    Read article
  • Markets Insider · Published 7 Sep 2026

    Nvidia (NVDA) and AI Stocks Face New Risk as Data Center Opposition Grows

    In coverage record: 8 Sep 2026

    “Microsoft Corporation (MSFT), Amazon (AMZN), Alphabet Inc. (GOOGL), and Meta Platforms (META) are expanding data-center capacity to support AI workloads. That spending also drives demand for Nvidia and Advanced Micro Devices (AMD) chips.”

    Read article
  • Times of India · Published 7 Sep 2026

    Nvidia CEO Jensen Huang congratulates OpenAI’s team on GPT-6 Astra launch, says ‘AGI has arrived’

    In coverage record: 8 Sep 2026

    “GPT-6 Astra was trained on over 100,000 Nvidia Grace Blackwell NVLink72 systems, each designed to link 72 GPUs into a unified computing powerhouse. Looking ahead, Huang said 400,000 GPUs are coming online next, underscoring Nvidia's central role in powering the AI revolution.”

    Read article
  • Finbold · Published 7 Sep 2026

    AI predicts Nvidia (NVDA) price for September 30, 2026

    In coverage record: 8 Sep 2026

    “catalyzed by record second-quarter earnings for fiscal year 2027 and an upward revision to its long-term revenue guidance driven by relentless demand for its Blackwell Artificial Intelligence (AI) architecture”

    Read article
  • India Today · Published 3 Sep 2026

    Nvidia is buying Hugging Face for $13 billion, Jensen Huang says it will remain open AI platform

    In coverage record: 4 Sep 2026

    “Nvidia has already released more than 500 models and 250 open datasets on Hugging Face, making it the platform's largest single contributor. This acquisition fits neatly into Nvidia's long-running obsession with open-weight AI models.”

    Read article
  • Moneycontrol · Published 3 Sep 2026

    S&P 500 eyes best day in month as Fed’s Waller offers inflation optimism

    In coverage record: 4 Sep 2026

    “Nvidia Corp. rose 1.3% after agreeing to acquire artificial intelligence startup Hugging Face in a transaction valued at about $13 billion.”

    Read article
  • NewsBreak · Published 1 Sep 2026

    Nvidia CEO Jensen Huang says AI will create ‘hundreds of thousands’ of new jobs-including for people who want to ‘make things with their hands’

    In coverage record: 2 Sep 2026

    “Don't forget the chip plants that are being created—packaging, computer plants, and all of the AI factories being created—hundreds of thousands of jobs are being created as we speak. The massive infrastructure buildout fueling the AI boom is already driving demand for hundreds of thousands of skilled plumbers, electricians, technicians, and other six-figure earning workers needed to build and maintain the technology.”

    Read article
  • Times of India · Published 30 Aug 2026

    Bill Gates, Nvidia CEO Jensen Huang does not agree with you; says: I love Bill, but he is wrong as ...

    In coverage record: 31 Aug 2026

    “When companies are more productive, they don't lay off people, they hire more people... this is going to be a net job creator at a scale that we have never seen.”

    Read article
  • Barchart · Published 28 Aug 2026

    S&P Futures Tread Water Ahead of Warsh’s Jackson Hole Speech; Marvell Sinks After Earnings

    In coverage record: 29 Aug 2026

    “Nvidia (NVDA) climbed over +8% after the chipmaker posted upbeat Q2 results, issued strong Q3 revenue guidance, and gave an FY28 revenue growth forecast that smashed Wall Street's estimates.”

    Read article
  • International Business Times · Published 27 Aug 2026

    Nvidia's Revenue Guidance Reassured Investors. Its Stock Is Now Jumping.

    In coverage record: 28 Aug 2026

    “Nvidia expects revenue growth to stand at 70% in fiscal year 2028. Revenue topped $96 billion compared to $92 billion estimated by analysts, while earnings per share stood at $2.22, compared to the estimated $2.10. Data center sales also beat expectations and its guidance for the current quarter stood at $108 billion, compared to $104.2 billion expected by analysts.”

    Read article
  • Norfolk Virginian-Pilot · Published 27 Aug 2026

    US futures mostly higher as AI business booms

    In coverage record: 28 Aug 2026

    “Nvidia's shares are up more than 7% before the opening bell after the AI bellwether blew past Wall Street expectations as revenue for its computer chips soared.”

    Read article
  • Boulder Daily Camera · Published 27 Aug 2026

    US futures mostly higher as AI business booms

    In coverage record: 28 Aug 2026

    “Nvidia's shares are up more than 7% before the opening bell after the AI bellwether blew past Wall Street expectations as revenue for its computer chips soared.”

    Read article
  • Seeking Alpha · Published 26 Aug 2026

    Why Amazon's Earnings Matter For Nvidia's Outlook

    In coverage record: 27 Aug 2026

    “AMZN is doubling down on AI, raising AI infrastructure capex to $220B and embedding engineers with clients”

    Read article
  • Barchart · Published 26 Aug 2026

    Nvidia Eyes Perplexity AI as Earnings Approach. How NVDA Stock Investors Should Prepare.

    In coverage record: 27 Aug 2026

    “Major customers such as Amazon.com (AMZN), Alphabet (GOOG) (GOOGL), Meta Platforms (META), and Tesla (TSLA) have committed to spend $760 billion this year on AI infrastructure, with much of that going to chips.”

    Read article
  • Barchart · Published 25 Aug 2026

    BMO Just Named Nvidia a Top Pick as It Initiates Coverage. What This Means for NVDA Stock.

    In coverage record: 26 Aug 2026

    “BMO's Top Pick designation reinforces the case that Nvidia remains one of the clearest ways to participate in AI infrastructure spending. The firm sees value in Nvidia's full-stack platform, market share, and Vera Rubin ramp”

    Read article
  • Barchart · Published 25 Aug 2026

    Wedbush Delivers Blunt Message on Nvidia Stock Ahead of Earnings

    In coverage record: 26 Aug 2026

    “Wedbush's Bryson sees another opportunity for Nvidia to exceed expectations, supported by strong AI infrastructure spending. The company is also using its balance sheet and technology platform to build a broader AI ecosystem.”

    Read article
  • Finbold · Published 24 Aug 2026

    Wall Street analyst updates Nvidia stock target ahead of earnings

    In coverage record: 25 Aug 2026

    “The platform is designed to succeed Blackwell and support increasingly complex AI workloads. Analysts view the launch as a key driver of Nvidia's next growth phase.”

    Read article
  • Barchart · Published 24 Aug 2026

    Why Wolfe Research Just Named Nvidia Stock Its Top AI Pick

    In coverage record: 25 Aug 2026

    “Analyst Chris Caso remains "broadly bullish" on AI semiconductor stocks, particularly as major technology companies continue to commit enormous amounts of capital to AI infrastructure. The firm said the broader AI semiconductor backdrop remains strong, pointing to upward revisions in capital expenditure and supportive supply-chain data as signs that spending on AI infrastructure is still accelerating.”

    Read article
  • Hindustan Times · Published 21 Aug 2026

    What’s next for Nvidia after the AI chip boom? Wall Street wants more-here’s what investors need to know

    In coverage record: 22 Aug 2026

    “Lee believes one possible new story is Nvidia becoming the world's largest contributor to open-source AI. Lee said this could expand Nvidia's total addressable market, or TAM, beyond a small number of major AI labs to millions of individual developers and sovereign nations.”

    Read article
  • Seeking Alpha · Published 17 Aug 2026

    The Market Says AI Bubble, The Guidance Says Buy

    In coverage record: 18 Aug 2026

    “Forthcoming Nvidia and Micron results are pivotal; their guidance will confirm or challenge the current bullish thesis.”

    Read article
  • Times of India · Published 16 Aug 2026

    Nvidia may invest up to $3 billion in SoftBank's SB Energy for OpenAI data center: Report

    In coverage record: 17 Aug 2026

    “Jensen Huang-led Nvidia is reportedly in talks to invest as much as $3 billion in SB Energy, a SoftBank Group subsidiary developing a massive planned Ohio data center project for OpenAI... the proposed investment is part of Nvidia's talks with OpenAI and SB Energy on providing around $100 billion in credit support for the planned Ohio data center campus.”

    Read article
  • Finbold · Published 15 Aug 2026

    Nvidia just updated its stock portfolio

    In coverage record: 16 Aug 2026

    “Outside of Intel and SpaceX, Nvidia continues to hold significant positions across the artificial intelligence and semiconductor sectors. CoreWeave ranked as the third-largest holding with a market value of approximately $4.7 billion, representing 6.93% of the portfolio. Nebius Group followed closely at about $4.69 billion, accounting for 6.91%.”

    Read article
  • Seeking Alpha · Published 15 Aug 2026

    The Market Is Taking The AI Bubble Naysayers For A Ride

    In coverage record: 16 Aug 2026

    “Nvidia and major Wall Street asset managers are launching a $500 billion AI infrastructure fund, signaling deep confidence in ongoing AI buildout, baffling the AI pessimists.”

    Read article
  • Fortune · Published 13 Aug 2026

    Who is reading Meta's Mark Zuckerberg and Nvidia's Jensen Huang's AI manifestos?

    In coverage record: 14 Aug 2026

    “with Wall Street scrutinizing Meta's tens of billions in spending and rival labs racing for dominance, these founders want to lay out their vision in exacting detail and bring regulators and the public along.”

    Read article
  • Business Insider · Published 11 Aug 2026

    Nvidia CEO Jensen Huang's Pitch to Investors: AI Compute Is an Asset Class

    In coverage record: 12 Aug 2026

    “"With these partnerships, NVIDIA and the world's leading financial institutions are creating a new way to finance the infrastructure that will power this industrial revolution. We will make AI factories more accessible to the companies, industries and nations building the future."”

    Read article
  • International Business Times · Published 11 Aug 2026

    Nvidia Unveils New Open-Source AI Model. CEO Jensen Huang Says Free AI Means More Chip Demand.

    In coverage record: 12 Aug 2026

    “The timing is significant for Nvidia as open-source AI models could help broaden access to advanced technology while also driving demand for the company's core business of graphics processing units, or GPUs, used to train and run AI systems.”

    Read article
  • Finbold · Published 10 Aug 2026

    Nvidia stock price prediction after August 26 earnings

    In coverage record: 11 Aug 2026

    “Nvidia (NASDAQ: NVDA) could reach $238 after its August 26 earnings report, according to a ChatGPT analysis based on continued strength in AI infrastructure spending and adoption of its Blackwell systems.”

    Read article
  • Devdiscourse · Published 10 Aug 2026

    Nvidia's $500 Billion AI Infrastructure Ambition

    In coverage record: 11 Aug 2026

    “A consortium of major financial institutions, led by Apollo Global and Blackstone, is reportedly aligning with Nvidia to assemble an impressive $500 billion funding package dedicated to AI infrastructure development. The consortium is in discussions to partner with Nvidia for expanding its AI initiatives, which include investments in chips, power generation, and data centers.”

    Read article
  • TNW · Published 6 Aug 2026

    Nvidia is building an AI safety team, and it has a business reason

    In coverage record: 7 Aug 2026

    “The chipmaker is assembling a new AI safety and security engineering team. Their brief, per the listings: vet AI agents before deployment, and build AI-powered tools that patch software flaws.”

    Read article
  • EUROPE SAYS · Published 4 Aug 2026

    Elon Musk: SpaceX will dominate AI compute because data centers a trivial problem for rocket scientists

    In coverage record: 5 Aug 2026

    “Musk said on Tuesday's call that SpaceX will build its AI computing platform exclusively on Nvidia's Vera Rubin architecture, calling it the industry's best AI computing system and underscoring the company's close partnership with the chipmaker.”

    Read article
  • Fortune · Published 31 Jul 2026

    Jensen Huang says this is the greatest time in history to start a business-but to stop overthinking it

    In coverage record: 1 Aug 2026

    “Huang believes the technology Nvidia helped build has created an even bigger opportunity for the next generation of entrepreneurs. 'This is absolutely the single greatest time to start a company,' Huang said this week at Y Combinator's Startup School 2026.”

    Read article
  • Forbes · Published 31 Jul 2026

    Amazon Stock Pops 10.8% On AWS Growth Payoff From AI Capex

    In coverage record: 1 Aug 2026

    “Nvidia is a leader in the AI chip design industry which is more inherently profitable than the AI cloud services segment. In a nutshell, Nvidia gets paid to build the AI cloud while Amazon must fund the AI build to keep up with demand.”

    Read article
  • Barchart · Published 30 Jul 2026

    This Top Semiconductor Stock Just Backed a Secret AI Lab in a Mega Deal

    In coverage record: 31 Jul 2026

    “Locking in a relationship with Sutskever, one of the most respected researchers in the field, gives the company early exposure to whatever SSI eventually builds. Deals like this one with SSI are part of how that number keeps climbing, one partnership at a time.”

    Read article
  • TNW · Published 28 Jul 2026

    Nvidia's $750bn AI deals push its credit default swaps to record

    In coverage record: 29 Jul 2026

    “While Nvidia's investments and partnerships reinforce confidence in long-term AI buildouts, investors remain concerned about circular financing.”

    Read article
  • The Economic Times · Published 27 Jul 2026

    South Korean shares turn lower as chipmakers fall ahead of earnings

    In coverage record: 28 Jul 2026

    “E-commerce firm Naver jumped 8.67% on U.S. chipmaker Nvidia's acquisition of shares worth $1 billion in the company as part of an investment partnership to build a new data centre.”

    Read article
  • Times Now · Published 27 Jul 2026

    Why Jensen Huang Is Uniting The World's Biggest Tech Companies

    In coverage record: 28 Jul 2026

    “Nvidia CEO Jensen Huang is bringing together more than 35 technology companies, including Microsoft, IBM, Cisco, Red Hat, Palantir, CrowdStrike, Salesforce and Hugging Face, under a new initiative called the Open Secure AI Alliance. Nvidia releasing its NOOA research framework on GitHub as part of the alliance's open-source technology contributions.”

    Read article
  • The Star · Published 25 Jul 2026

    Nvidia and SK Group unveil plans for more than $500 billion in business partnerships

    In coverage record: 26 Jul 2026

    “We're starting an AI Frontier Lab in Korea. One of Nvidia's leading researchers will move from California to Korea... We will develop a Korean large language model in Korea, for Korea.”

    Read article
  • The Economic Times · Published 25 Jul 2026

    plus AI data centres initiative, memory partnership

    In coverage record: 26 Jul 2026

    “Nvidia and South Korea's SK Group on Friday unveiled a more than $500 billion AI initiative spanning large-scale AI data centres and next-generation memory”

    Read article
  • Barchart · Published 22 Jul 2026

    As Nvidia Discloses a 9.3% Stake in Nebius, Here’s How You Should Play NBIS Stock

    In coverage record: 23 Jul 2026

    “CEO Jensen Huang said the two companies were working together to scale cloud infrastructure to meet the world's rapidly growing demand for AI computing. That suggests Nebius could play an increasingly important role in powering next-generation AI workloads.”

    Read article
  • Benzinga · Published 22 Jul 2026

    Nvidia, Goldman Sachs, UnitedHealth and an Energy Stock on CNBC’s ‘Final Trades’

    In coverage record: 23 Jul 2026

    “NVIDIA expanded its NVIDIA Agent Toolkit by adding Omniverse libraries that help AI agents prepare 3D content for physical AI simulations. Announced at SIGGRAPH on Monday, the update adds tools for RTX sensor simulation, GPU-accelerated physics and simulation-ready asset validation, with the libraries now available on GitHub.”

    Read article
  • Fortune · Published 22 Jul 2026

    Jensen Huang says open models should be embraced, not banned as Washington weighs restrictions

    In coverage record: 23 Jul 2026

    “Huang on Tuesday rejected the claim that these models could serve as a backdoor for China's government as a 'misconception.' He also said these open-source models aren't going to outcompete American AI. Rather, he argued, the world needs both open-source models and closed models.”

    Read article
  • The Atlanta Journal-Constitution · Published 21 Jul 2026

    Wall Street points toward gains as AI-focused companies recover some of last week's losses

    In coverage record: 22 Jul 2026

    “AI bellwether Nvidia rose 1.3% after it disclosed that it had taken a 9% stake in Dutch cloud computing company Nebius.”

    Read article
  • TechStartups.com · Published 21 Jul 2026

    Nvidia doubles down on Nebius with 9.3% stake as AI infrastructure race heats up, Nebius stock jumps 6%

    In coverage record: 22 Jul 2026

    “Nvidia has steadily increased its exposure to companies building AI models and the infrastructure needed to run them. The chipmaker contributed $30 billion to OpenAI's $110 billion funding round announced in March and participated in Anthropic's $30 billion fundraising in February. Those investments, along with its growing position in Nebius, show Nvidia is backing much more than chip sales.”

    Read article
  • CNBC · Published 20 Jul 2026

    Jim Cramer's top 10 things to watch in the stock market Monday

    In coverage record: 21 Jul 2026

    “Analysts said spending from Amazon alone could provide over $3 billion in revenue for Astera, a fast-growing player in connectivity technology for AI compute. Astera works closely with Nvidia.”

    Read article
  • Barchart · Published 16 Jul 2026

    NVDA Stock Alert: What to Know as Nvidia Launches New AI Model

    In coverage record: 17 Jul 2026

    “Nvidia is shifting from purely generative, cloud-based software into the highly lucrative physical AI and edge-computing sectors. By embedding its specialized platforms, like the BioNeMo toolkit, into heavy industry and pharma giants, Nvidia is building a sticky, high-margin software ecosystem that will unlock its next leg of structural growth.”

    Read article
  • The Manila Times · Published 16 Jul 2026

    Nvidia to co-develop AI shipbuilding robots in Japan

    In coverage record: 17 Jul 2026

    “Nvidia and Kawasaki Heavy Industries will co-develop AI-powered robots for use in welding, painting, inspection and material handling as part of a 'next-generation digital shipyard using physical AI and digital twin technology'”

    Read article
  • TNW · Published 9 Jul 2026

    Jensen Huang says his engineers would rather build agents than write code

    In coverage record: 10 Jul 2026

    “Nvidia has spent the past year positioning itself as the infrastructure beneath the agent economy, and a workforce that builds agents is also a workforce that consumes ever more compute.”

    Read article
  • Finbold · Published 8 Jul 2026

    Wall Street analyst sets Nvidia stock price for 12 months

    In coverage record: 9 Jul 2026

    “Arya's bullish Nvidia stock forecast for 2026 and beyond is bolstered by the ongoing tokenization of real-world assets (RWA) and the adoption of AI agents amid supply-constrained infrastructure.”

    Read article
  • India Today · Published 6 Jul 2026

    The company powering Nvidia's AI chips wants a $28 billion Wall Street debut

    In coverage record: 7 Jul 2026

    “SK Hynix quietly emerged as one of the biggest winners by supplying the advanced memory chips needed to power AI systems. The company's shares have risen around 273% this year, making it one of the best-performing technology stocks globally.”

    Read article
  • Finbold · Published 5 Jul 2026

    Crypto markets set Nvidia stock price for end of July

    In coverage record: 6 Jul 2026

    “CEO Jensen Huang has projected more than $1 trillion in combined demand for Blackwell and Rubin systems through 2027, reinforcing expectations that the AI infrastructure spending cycle remains in its early stages.”

    Read article
  • Times of India · Published 4 Jul 2026

    Nvidia CEO Jensen Huang 'plans' to join Elon Musk and Sundar Pichai in space as the world's most valuable company is quietly adding to the team behind ...

    In coverage record: 5 Jul 2026

    “Space-1 is NVIDIA's first Orbital Data Center (ODC) module — a Vera Rubin–class compute platform engineered for low-Earth orbit mission. It is the first step in a multi-generation orbital roadmap to speed up AI adoption.”

    Read article
  • Times Now · Published 4 Jul 2026

    After Elon Musk And Sundar Pichai, Jensen Huang Is Now Eyeing Space-Based AI

    In coverage record: 5 Jul 2026

    “The firm has recently posted a job for its Space-1 project, which could be dubbed its first computing system for space missions. NVIDIA also shared a posting for the position of Orbital Data Centre System Architect - this one will be working on designing the overall architecture of an orbital data centre.”

    Read article
  • Business Insider · Published 3 Jul 2026

    Jensen Huang's Leather Jacket Could Fetch $60,000 at Auction

    In coverage record: 4 Jul 2026

    “Like Steve Jobs with his signature black turtleneck, Huang turned his black leather jacket into a highly recognized piece of tech-world iconography as Nvidia has become a dominant force in the AI boom.”

    Read article