Nvidia CEO Jensen Huang said, "Blackwell sales are off the charts, and cloud GPUs are sold out" and that the "AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries."
Anthropic will continue to diversify its cloud infrastructure for its Claude workloads with an agreement to purchase $30 billion in Azure compute. In addition, Nvidia will invest up to $10 billion in Anthropic and Microsoft can invest up to $5 billion. Claude will also be available on Microsoft Foundry.
Dell Technologies said it adding more automation to Nvidia AI Factory deployments using blueprints that automate more than 30 manual steps and can get customers into deployment in as few as 10 clicks.
Nvidia CEO Jensen Huang laid out a series of announcements covering an investment in Nokia to meld 6G and AI, quantum computing connectivity with GPUs and a vision to build AI infrastructure as a means for national security.
Nvidia's DGX Spark mini supercomputer is now available for $3,999 from Nvidia and PC makers such as Acer, ASUS, Dell Technologies, GIGABYTE, HPI, Lenovo and MSI and it'll be interesting to see how impacts inference and physical AI plans.
Nvidia and OpenAI said they have struck a partnership where OpenAI will deploy at least 10 gigawatts of AI datacenters built on Nvidia's Vera Rubin GPUs. Nvidia will invest up to $100 billion in OpenAI as each gigawatt is deployed.
Nvidia said it will invest $5 billion in Intel and co-develop custom data center and PC products. The move gives Intel more capital and also solidifies its relevance going forward.
Nvidia reported better-than-expected second quarter results and said revenue for the third quarter will be about $54 billion. Nvidia recorded no sales of its H20 processors in China in the second quarter and doesn’t assume any shipments in the third quarter.
Potential Nine Straight Quarters Of Beat
With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the S&P. Th
Nvidia outlined plans to scale AI factories and research hubs in Europe, expanded partnerships with Schneider Electric and Siemens and expanded model choices for sovereign AI and NIM Microservices.
Nvidia expands its DGX Cloud Lepton GPU marketplace with the addition of AWS and Microsoft Azure to its roster of providers.
Nvidia said its GB200 NVL72 rack scale systems outperformed Hopper by a wide margin based on MLPerf Training submissions across categories.
