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.

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)

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,

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

Nvidia's stock faces growth challenges despite Q4 earnings, with slowing AI momentum and competition tightening the moat. Click to read why NVDA stock is a Sell.

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

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.

Why Wall Street is shrugging off Nvidia' s 78% yearly revenue growth. CEO Jensen Huang's vision for AI in the coming years. Short-sellers targeting digital ad seller AppLovin.