NVIDIA's GTC conference comes to Berlin on Oct 20–22, 2026, with a keynote. Bloomberg reported Jensen Huang plans about $2B in European AI deals around the trip.
Meta adopts NVIDIA Spectrum-6 switches; Google Falcon comes to Spectrum-XAnnounced
NVIDIA said Meta will adopt Spectrum-6 Ethernet switches for its Vera Rubin deployments and that Google's Falcon transport is now supported on Spectrum-X. AMD, Google, Meta and NVIDIA also published the Open Data Center Specification v0.7, and Google, Meta, Microsoft and NVIDIA introduced an OCP Grid Resilience Specification.
NVIDIA ships Vera CPU MGX rack and contributes Vera Rubin MGX designs to OCP
At the OCP Global Summit, NVIDIA said its Vera CPU MGX rack for agentic AI, inference and storage is now shipping, contributed third-generation Vera Rubin MGX rack and tray designs (hoseless liquid-cooled tray, 5,000 A busbar) to OCP, and introduced a USFP 400Gb-per-lane networking module with Cisco.
NVIDIA reportedly in talks to acquire or invest further in Reflection AIRumored
The Financial Times reported that NVIDIA is in talks to acquire, or invest more into, US open-weights AI lab Reflection AI; the deal could be structured as an acquihire to avoid antitrust scrutiny. No deal value disclosed; not confirmed by either company.
NVIDIA and Microsoft open preorders for RTX Spark Windows PCs
NVIDIA and Microsoft opened preorders for Windows PCs powered by NVIDIA RTX Spark, including systems from ASUS, Dell, HP, Lenovo, MSI and Microsoft Surface. RTX Spark laptops are scheduled to become available on October 16, with compact desktops following in November.
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 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 market capitalization at $5.010 trillion (Jul 26, 2026)
NVIDIA had a public equity market capitalization of approximately $5.010 trillion as of Jul 26, 2026 (NASDAQ: NVDA), per StockAnalysis period-end data.
NVIDIA reported Q1 fiscal 2027 record revenue of $81.6 billion, up 85% year-over-year and 20% sequentially. Data Center revenue reached a record $75.2 billion (+92% YoY). Net income was $58.3 billion (GAAP). NVIDIA approved an additional $80 billion share repurchase and raised the quarterly dividend from $0.01 to $0.25 per share.
NVIDIA market capitalization at $5.060 trillion (Apr 26, 2026)
NVIDIA had a public equity market capitalization of approximately $5.060 trillion as of Apr 26, 2026 (NASDAQ: NVDA), per StockAnalysis period-end data.
NVIDIA Q4 & Full Year FY2026 Earnings — Revenue $68.1B / $215.9B
NVIDIA reported Q4 fiscal 2026 record revenue of $68.1 billion, up 73% year-over-year and 20% sequentially. Data Center revenue was $62.3 billion. Full-year FY2026 revenue reached $215.9 billion (+65% YoY), with full-year net income of $120.1 billion (GAAP).
NVIDIA market capitalization at $4.560 trillion (Jan 25, 2026)
NVIDIA had a public equity market capitalization of approximately $4.560 trillion as of Jan 25, 2026 (NASDAQ: NVDA), per StockAnalysis period-end data.
NVIDIA market capitalisation at end of calendar year 2025, up 38% year-over-year. NVIDIA remained the world's most valuable public company, sustained by record data centre AI GPU demand.
NVIDIA reported Q3 fiscal 2026 record revenue of $57.0 billion, up 62% year-over-year and 22% sequentially. Data Center revenue was $51.2 billion (+66% YoY). Net income was $31.9 billion (GAAP). Jensen Huang noted 'Blackwell sales are off the charts, and cloud GPUs are sold out.'
NVIDIA market capitalization at $4.526 trillion (Oct 26, 2025)
NVIDIA had a public equity market capitalization of approximately $4.526 trillion as of Oct 26, 2025 (NASDAQ: NVDA), per StockAnalysis period-end data.
OpenAI and NVIDIA announce 10-gigawatt AI infrastructure partnershipAnnounced
OpenAI and NVIDIA signed a letter of intent to deploy at least 10 gigawatts of NVIDIA systems, with the first Vera Rubin gigawatt targeted for the second half of 2026.
NVIDIA reported Q2 fiscal 2026 revenue of $46.7 billion, up 56% year-over-year and 6% sequentially. Data Center revenue reached $41.1 billion. Net income was $26.4 billion (GAAP). NVIDIA approved an additional $60 billion share repurchase authorization.
NVIDIA market capitalization at $4.233 trillion (Jul 27, 2025)
NVIDIA had a public equity market capitalization of approximately $4.233 trillion as of Jul 27, 2025 (NASDAQ: NVDA), per StockAnalysis period-end data.