Releases

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 made the 550-billion-parameter Nemotron 3 Ultra open model available for long-running agent workflows.

NVIDIA announced the Vera Rubin platform had ramped into full production for agentic AI factories.

NVIDIA announced an open humanoid reference design to accelerate physical AI research and development.

NVIDIA launched Cosmos 3 as an open frontier world foundation model for physical AI and formed the Cosmos Coalition.

NVIDIA introduced a 34-billion-parameter open reasoning vision-language-action model for level 4 robotaxi development.

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 released an open multimodal model unifying vision, audio and language for efficient agents.

NVIDIA formed a coalition of AI labs to develop an open frontier model that will underpin the upcoming Nemotron 4 family.

NVIDIA introduced Nemotron 3 Omni and VoiceChat, GR00T N1.7, Alpamayo 1.5 and Proteina-Complexa.

NVIDIA announced NemoClaw, combining Nemotron models and OpenShell in a governed stack for OpenClaw agents.

NVIDIA launched open software, models, blueprints and agent skills for enterprise agent development.

NVIDIA released its Vera Rubin DSX AI factory reference design and made the Omniverse DSX Blueprint generally available.

NVIDIA announced seven Vera Rubin platform chips in full production for agentic AI factories.

NVIDIA released the open 120-billion-parameter Nemotron 3 Super model for complex agentic AI systems.

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 released Cosmos Transfer 2.5, Predict 2.5 and Reason 2, updated GR00T N1.6, and introduced Jetson T4000.

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 introduced Nemotron 3 Nano, Super and Ultra open models and companion reinforcement-learning and evaluation tools.

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 began shipping DGX Spark personal AI supercomputers to developers.

NVIDIA released GR00T N1.6, Cosmos Reason NIM and new Newton physics integration for Isaac Lab.

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 unveiled Rubin CPX, a GPU class designed for massive-context inference, with availability expected by the end 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 began availability of its Blackwell-powered Jetson Thor robotics computer.

NVIDIA expanded its robotics stack with updated GR00T and Cosmos models and new Omniverse libraries.

NVIDIA expanded DGX Cloud Lepton with European cloud providers, AWS and Azure participation, and Hugging Face training integration.

NVIDIA reported Q1 fiscal 2026 revenue of $44.1 billion, up 69% year-over-year and 12% sequentially. Data Center revenue was $39.1 billion (+73% YoY). Net income was $18.8 billion (GAAP). Results included a $4.5 billion charge related to H20 export control restrictions.

NVIDIA announced an AI compute marketplace connecting developers to GPU capacity across global cloud partners.

NVIDIA introduced a reference design for AI-enabled enterprise storage and query-agent infrastructure.

NVIDIA introduced personal AI computers for local model prototyping and development.

NVIDIA expanded Cosmos with Reason, Transfer and Predict models plus physical AI data tools.

NVIDIA released GR00T N1, an open foundation model for humanoid robot reasoning and skills.

NVIDIA launched a blueprint for enterprise research agents that reason over business data.

NVIDIA released Nano, Super and Ultra open reasoning models for building agentic AI systems.

NVIDIA launched Dynamo to orchestrate and scale distributed generative AI inference.

NVIDIA introduced a Blackwell Ultra DGX SuperPOD design and Mission Control operations software for AI factories.

NVIDIA announced B300 and GB300 Blackwell Ultra systems optimized for AI reasoning.

NVIDIA launched Cosmos with open world foundation models, tokenizers, guardrails and data-processing tools for physical AI.

NVIDIA market capitalisation at end of calendar year 2024, up 169% year-over-year, briefly surpassing Apple and Microsoft to become the world's most valuable public company.

NVIDIA and partners launched reusable reference workflows for enterprise generative AI agents.

NVIDIA launched AI Foundry with NeMo, DGX Cloud and NIM services for building and deploying customized Llama 3.1 models.