NVIDIA CEO Jensen Huang breaks ranks
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Lenovo unveils new AI agent, NVIDIA tie-up
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Nvidia’s new, more efficient racks could lessen the need for products that use cold water to remove excess heat from data centers.
Wall Street also is hardly backing away from Nvidia, with 76 of the 82 analysts who cover the company holding buy ratings and only one recommending selling. The average Wall Street price target implies a gain of 37% over the next 12 months, which would push its market value over $6 trillion.
Nvidia finalized a $5B Intel stake after FTC approval, buying 214.7M shares. The move bolsters Intel’s foundry push as 18A ramps.
Nvidia has unveiled a new tech platform for self-driving cars as the world's leading chip-maker seeks more physical products to embed AI into. Speaking at the annual CES technology conference in Las Vegas, boss Jensen Huan said the system - called Alpamayo - would bring "reasoning" to autonomous vehicles.
Nvidia is gearing up to release its newest Vera Rubin superchip, designed to drastically boost AI efficiency. The chip, currently in production, is slated for launch in the latter half of 2026, the company announced at the CES tech conference in Las Vegas on January 5.
Nvidia unveiled the Vera Rubin AI computing platform at CES 2026, claiming up to 10x lower inference token costs and faster training for MoE models.
Nvidia is bringing its GeForce Now cloud gaming service to Amazon Fire TV devices with a new native app. Announced at CES, the app will give GeForce Now subscribers access to their PC game libraries on their TV, allowing them to enjoy their favorite titles on the big screen without dedicated gaming hardware.
Equity research firm Evercore ISI said recently that it sees Nvidia stock at $352 by the end of 2026. That would be an increase of around 86% from the current stock price. Analyst Mark Lipacis raised his price target on the stock from the earlier level of $261, stating that Nvidia's revenue growth could jump to 79% by the middle of 2026.