NVIDIA

Company www.nvidia.com ● Covered in 435 stories + Follow ✴ AI Graph

NVIDIA is a company focused on AI infrastructure and GPU-accelerated software, with recent coverage spanning end-to-end machine learning workflows and benchmarking using RAPIDS cuML and related libraries. It has also released GPU-focused inference tooling such as BioNeMo Inference Runtime (BioIR) for protein-structure prediction, and expanded AI infrastructure through partnerships including Australian data-center “AI factory” deployments and other rack-scale infrastructure integrations. Recent announcements also include performance and deployment updates for NVIDIA hardware platforms used in workloads such as protein inference, robotaxi systems, media AI, and custom silicon connectivity.

Updated 13 September 2026

Signals

156 stories (+7%)

Media momentum

As of 18 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

47 sources

Source diversity

As of 18 Sep 2026 · Distinct publications behind this entity's visible coverage.

29 events

Release activity

As of 18 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

29 events

Funding signals

As of 18 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Nov 2020 → Sep 2026

Coverage span

As of 18 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Funding history

about $444 million Other announced 16 Sep 2026 coverage →

Brazil
up to $500 billion Other confirmed 10 Aug 2026 coverage →

Market context

NVDA · NASDAQ · last close $219.34 (17 Sep 2026)

+9.3% over this window · S&P 500 +2.1% (dashed line)

Price moves around recent events

17 Sep Crusoe Technology raises $3.9 billion in a Series F funding round at a $30.9 billion valuation Funding

— insufficient price data
17 Sep AI Energy Management Alliance and NVIDIA announce a partnership Partnership

— insufficient price data
16 Sep Emerald AI and NVIDIA announce a partnership Partnership

+2.5% next day, +1.4% vs S&P 500
16 Sep Apple is reportedly developing an AI-focused enterprise server using future M-series Ultra chips, with a planned launch in 2029 Product launch

+2.5% next day, +1.4% vs S&P 500
16 Sep Brazil invests in NVIDIA Funding

+2.5% next day, +1.4% vs S&P 500

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

NVDA · daily closes

$219.34 +28.8% · 12 months 52-week high $236.54 · low $164.27

12-month span · monthly close · 17 Sep 2025–17 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

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Jun

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Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close +0.94%

Candlestick · last 30 trading days

Read NVDA is up 28.8% over twelve months, trading -7.3% from its 52-week high ($236.54, 14 May) — the strongest month was October at +18.9%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

NVDA · quarterly EPS

Next report Tue 17 Nov · after market close Q3 FY2027 est EPS 2.52 est revenue $111.3B 1 month from now

Q2 2027 latest

2.22 EPS

est 2.14 +3.8%

Q2 2027

2.22 EPS

est 2.14 +3.8%

Q1 2027

1.87 EPS

est 1.79 +4.3%

Q4 2026

1.62 EPS

est 1.56 +3.6%

The TLDRocket take Q2 2027 · written 4 Sep 2026

NVIDIA’s latest run is still a beat, not a blowout: Q2 2027 EPS came in at 2.22 versus 2.14 expected, after beats in Q1 2027 and Q4 2026 as well. That makes at least three straight quarters of modest upside, with surprise levels clustered in the roughly 3.6% to 4.3% range. The signal from the numbers is consistency more than acceleration. Also worth noting: the EPS table lists Q2 2027 twice, so the dataset itself is a little messy.

That lines up with what NVIDIA has been doing outside the income statement: pushing deeper into AI infrastructure, inference, and the software layer that keeps its chips sticky. The OpenAI Ohio data-center financing commitment, TensorRT Model Connect for C++ inference, and NeMo Retriever for retrieval-augmented generation all point to the same strategy — own more of the stack, not just the GPU. Its reported Hugging Face acquisition fits that too, extending NVIDIA from hardware into the open-model ecosystem where developers actually build and ship.

The broader backdrop from our coverage helps explain why that matters. AI compute demand is large enough that players like Nscale are trying to raise billions just to build capacity, and NVIDIA is also tied into the funding and partnership web around AI infrastructure through names like Goldman Sachs and BlackRock. What we do not have here is revenue, margin detail, or guidance, so there is a hard limit on how much can be inferred from EPS alone. But from the data provided, NVIDIA still looks like the company collecting steady earnings beats while expanding from chip supplier into full-stack AI infrastructure landlord.

Read alongside: Hugging Face Jensen Huang Nemotron 3.5 Lightning Goldman Sachs BlackRock

Management

updated 2 Sep 2026

Jensen Huang Founder and CEO
Jay Puri EVP, Worldwide Field Operations
Jeff Fisher SVP
Michael Kagan Chief Technology Officer
Tim Bender Vice President Worldwide Consumer And Business Development
Sudharson S. Global Director - AI Consulting
Justin Hodgson AI Factory Director North America
Alison Wagonfeld Chief Marketing Officer
David Luebke Vice President Of Research
David Reber Chief Security Officer And Head Of Product Security
David Shannon Evp, Chief Administrative Officer And Secretary
Tim Teter EVP, General Counsel & Secretary

+ 13 more tracked

Recent changes

2 Sep Matthew Hull left (was Vice President, Global AI Platform Solutions)
2 Sep Mark A. Stevens Director → Board Member; former chair of Compensation Committee; Audit and NCG Committee member
2 Sep Melissa B. Lora Director → Member Board of Directors
2 Sep John O. Dabiri Director → Board of Directors
2 Sep Aarti Shah Director → Member, Board of Directors
2 Sep Justin Hodgson joined as AI Factory Director North America