Latest NVDA stock news, Nvidia AI chip catalysts, earnings updates, analyst actions, product launches, supply-chain developments, and source-linked market briefs.
Apple confirmed it will run AI workloads on Google Cloud using Nvidia GPUs, but the indirect revenue path and a 0.2% stock dip on the news expose the distance between headline partnerships and Nvidia’s order book.
NVIDIA posted 85% revenue growth and $48.55B in quarterly free cash flow, guided Q2 FY27 to $91B, and signed South Korea AI deals — yet NVDA stock is up only 10.1% year to date and trades below its 20-day moving average.
NVIDIA and SK hynix announced a multiyear technology partnership to co-develop next-generation memory across NVIDIA’s AI infrastructure roadmap, including Vera Rubin supercomputers and Jetson Thor platforms, even as NVDA shares sold off sharply on macro pressure.