Comparatively, NVLink Fusion, a network fabric technology Nvidia unveiled in May, allows cloud providers to scale up their data centers to handle millions of GPUs at a time. Together, NVLink Fusion and Spectrum-XGS represent two layers of scaling AI infrastructure: one inside the data center, and one across multiple data centers.

A sudden tumble in the high-flying factor names could be paving the way for a reversal, say Goldman Sachs traders, putting the spotlight on ETFs tied to the factor ahead of NVIDIA Corp.’s (NASDAQ:NVDA) closely followed earnings next week.

Nvidia Corp. ordenó a sus proveedores de componentes, entre los que se incluyen Samsung Electronics Co. y Amkor Technology Inc., que detengan la producción relacionada con el chip H20 AI, según informó The Information citando fuentes no identificadas.

Nvidia Corporation (NASDAQ:NVDA) is one of the best data center stocks to buy now, and the top stock in this list. Despite its large market capitalization, the stock has advanced 36% year-to-date, underscoring the strength of demand and execution.

Nvidia Corporation's $4T valuation may be unsustainable, with parallels to past bubbles, AI hype concerns, and China's chip sales risks. Click for my NVDA update.

Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the next?

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to buy according to billionaire Ken Fisher. On August 18, the company confirmed plans to release a major update to Project G-Assist. This on-device AI assistant device enables users to tune NVIDIA RTX systems with voice and text commands.

NVIDIA Corporation NVDA is likely to beat on earnings when it reports second-quarter fiscal 2026 results on Aug. 27, after market close. The company expects revenues of $45 billion (+/-2%) for the quarter.