The AI capex spending spree just keeps getting weirder [Yahoo! Finance]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Yahoo! Finance
But now, it has started redrawing whole sections of the economy around AI's appetite. The tech has reached an aisle with gas turbines, sovereign wealth funds, jet engines, and billion-dollar arguments over whether the reigning model-building gospel has been headed down the wrong runway all along. Neighboring industries keep waking up to discover they've been drafted into the AI economy. A supersonic-jet startup has a $1.25 billion order to power AI data centers . Google has bought an energy developer . Meta has helped turn a Louisiana data center into a $27.3 billion private-debt spectacle . And Yann LeCun, after years of insisting that Silicon Valley's favorite AI assumptions have limits, has raised $1.03 billion to chase “world models,” instead AI capital is still buying the familiar hardware. But it's also wandering into stranger territory with the swagger of a rich industry that's getting even richer and has stopped asking whether something belongs in the AI story and started
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NVDA
News
- Samsung to Invest Record $73 Billion in AI Chip Comeback Bid [Yahoo! Finance]Yahoo! Finance
- 4 Monster Stocks to Hold for the Next 5 Years [Yahoo! Finance]Yahoo! Finance
- There's an essential AI chip that isn't made by Nvidia—and Micron just tripled its revenue because of it [Fortune]Fortune
- Jensen Huang just painted the most bold image of AI's future: 7.5 million agents, 75,000 humans—100 AI workers for every person [Yahoo! Finance]Yahoo! Finance
- UL Solutions rolls out a new standard to fill a gap in AI regulation: ‘Innovation without safety is failure' [Fortune]Fortune
NVDA
Earnings
- 2/25/26 - Beat
NVDA
Sec Filings
- 3/18/26 - Form 144
- 3/17/26 - Form 4
- 3/13/26 - Form 144
- NVDA's page on the SEC website