NVIDIA

NVIDIA market capitalisation as of 1 October 2026, up 23% year-to-date, making NVIDIA the most valuable public company in history at that point. Growth driven by continued AI infrastructure spending and record quarterly revenues exceeding $96 billion.

NVIDIA launched an open full-stack agent safety platform combining OpenShell secure runtime and the Sentry reference design.

NVIDIA agreed to acquire Hugging Face while committing to preserve its open, multi-cloud and multi-accelerator model platform.

NVIDIA reported Q2 fiscal 2027 revenue of $96.2 billion, up 106% year-over-year and 18% sequentially. Data Center revenue was $89.0 billion (+117% YoY). Net income was $59.7 billion (GAAP). Jensen Huang stated 'AI has reached its inflection point' and demand is accelerating. Q3 FY2027 guidance set at $108 billion.

NVIDIA announced an entry-level robotics computer with higher local model inference performance and lower power use.

NVIDIA put its Groq 3 LPX interactive inference accelerator into full production for ultrafast token generation.

NVIDIA released Alpamayo 2 Super under an open commercial license for autonomous-vehicle development.

NVIDIA introduced an edge-optimized Cosmos 3 model for real-time physical AI systems.

NVIDIA says the 64GB DGX Spark configuration will become available from Acer, ASUS, Dell, Gigabyte, HP and MSI on October 23, 2026, starting at $4,999.