Nvidia - TechWire

Nvidia

        2025.09.24
    
05:51

                            OpenAI discusses leasing Nvidia chips
                        
                            OpenAI discusses leasing Nvidia chips.
                        
05:27

                            Nvidia director Mark A. Stevens sells 350,000 shares
                        
                            Documents filed with the U.S. Securities and Exchange Commission by NVIDIA director Mark A. Stevens show that he sold 350,000 shares of common stock on September 19 at an average price of $176.39 per share.
                        
05:26

                            Nvidia (NVDA.O) director Mark A. Stevens reported selling 350,000 shares of common stock on Sept. 19 at an average price of $176.3923 per share, according to SEC filings.
                        
        2025.09.23
    
21:32

                            At the opening bell, the Dow Jones Industrial Average rose 0.14%, the S&P 500 fell 0.02%, and the Nasdaq fell 0.05%. Most large-cap technology stocks rose, with Tesla (TSLA.O) up 1.08%, Intel (INTC.O) up 0.56%, and TSMC (TSM.N) up 3.25%. Nvidia fell 1.13%.
                        
16:02

                            Most of the US tech "Seven Sisters" rose before the market opened.
                        
                            Most of the "Seven Sisters" of U.S. technology stocks rose before the market opened, with Tesla up 0.4%, Meta and Amazon up 0.3%, Microsoft up 0.2%, Apple and Google A up 0.1%, and Nvidia down 0.5%.
                        
12:56

                            Citigroup: TSMC is expected to remain the main foundry for Nvidia and Intel
                        
                            Citi analysts report that TSMC is likely to remain the main foundry for Nvidia and Intel after the collaboration. Nvidia confirmed in August that TSMC is producing six new chips for its next-generation Rubin architecture. Citi analysts expect that any potential Nvidia-Intel joint development products will continue to rely on TSMC's technology in the coming years. They predict that by 2026, TSMC's revenue from Nvidia will increase by 50% and its revenue from Intel will increase by 20%. "We would not be surprised if other large US technology companies/TSMC's existing customers announce investments in Intel in the near future," the analysts said. However, they pointed out that TSMC's leading position in the foundry business remains solid and expect the company to continue investing in its Arizona wafer fab to serve US customers.
                        
11:20

                            TSMC rose 3.1%, boosted by Nvidia's $100 billion investment in OpenAI.
                        
09:33

                            Computing hardware stocks such as CPO saw early activity, with Zhongji Xuchuan rising over 8%.
                        
                            Computing hardware stocks, including CPO, saw early activity, with Zhongji Xuchuan rising over 8%, Xinyi Sheng up over 7%, and Tianfu Communication up over 6%. Shenghong Technology, Jingwang Electronics, and Yuanjie Technology also saw gains. On the news front, Nvidia and OpenAI announced a partnership, including plans to build a massive data center and an investment of up to $100 billion in OpenAI by Nvidia.
                        
09:21

                            Nvidia reaches $100 billion partnership with OpenAI, says it will still treat all customers equally
                        
                            Nvidia said that despite the major collaboration with OpenAI, all customers will be given "equal priority" and will not be affected by the agreement. Nvidia said in a statement: "Our investment will not change the company's focus, nor will it affect supply to other customers. Regardless of whether there is an equity relationship, we will continue to treat every customer as the highest priority." CEO Jensen Huang has been committed to continuing its growth momentum by expanding its customer base. Despite its great success, Nvidia's revenue is still highly dependent on a few companies, including Microsoft, Meta, Amazon and Alphabet. These technology giants are competing to quickly build AI infrastructure and attract more users to use their services. They are also deploying or independently developing chip components to try to reduce their dependence on Nvidia. Therefore, customers are worried that they may lose supply priority, which may prompt them to further accelerate their own research and development, or more seriously consider alternatives from potential competitors such as AMD.
                        
07:22

                            Nvidia to invest $100 billion in OpenAI to strengthen data center collaboration
                        
                            Chipmaker Nvidia will reportedly invest up to $100 billion in OpenAI and provide it with data center chips. A person familiar with OpenAI revealed that the agreement will allow Nvidia to begin delivering chips as early as the end of 2026 and involves two separate but related transactions. The person said OpenAI will purchase chips from Nvidia in cash, while Nvidia will acquire a non-controlling stake in OpenAI through the investment. Nvidia's initial $10 billion investment in OpenAI will begin after the two companies reach a final agreement for OpenAI to purchase Nvidia chips. The two companies have signed a letter of intent to establish a landmark strategic partnership and plan to deploy at least 10 gigawatts of Nvidia chips for OpenAI's artificial intelligence infrastructure. The two parties aim to finalize the details of the cooperation in the coming weeks, with the first deployment phase expected to be operational in the second half of 2026.
                        
01:06

                            Nvidia (NVDA.O) shares hit an all-time high during trading and are now up 4.1%.
                        
00:52

                            Sources: Nvidia's (NVDA.O) equity investment in OpenAI does not give it control, and OpenAI's non-profit parent company will retain majority governance control.
                        
00:40

                            Nvidia is reportedly making an equity investment in OPENAI, and the investment in OPENAI will be carried out in phases.
                        
                            Nvidia is reportedly making an equity investment in OPENAI, and the investment in OPENAI will be carried out in stages.
                        
00:40

                            Nvidia's stock price rose by 4%.
                        
                            Nvidia's stock price rose by 4%.
                        
00:37

                            Sources familiar with the matter: Nvidia (NVDA.O) is making a phased equity investment in OpenAI. According to the phased investment plan, Nvidia will invest 10% when the first gigawatt of computing power is deployed.

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