NVDA NVIDIA
What matters nowUpdated 18 h ago
- Product cadence: on October 12 NVIDIA contributed its Vera Rubin rack and compute tray designs to the Open Compute Project and joined AMD, Google and Meta in publishing Open Data Center Specification v0.7. With Cisco it announced USFP, a 400 Gb/s-per-lane optical module. Bull plans to extend European server production to Vera Rubin Ultra NVL72 systems for 2028. Vera Rubin production shipments are expected from fall 2026.
- Demand signals: SpaceX is seeking about $40 billion of financing, roughly $10 billion of bank loans and $30 billion of investment-grade debt led by Apollo, to buy Nvidia AI chips (Reuters, citing the FT). On October 8, AI infrastructure names including Nvidia, CoreWeave and Oracle fell after OpenAI told investors its annualized revenue was about $50 billion, below the roughly $68-70 billion figure that had circulated.
- PCs: NVIDIA and Microsoft opened RTX Spark laptop preorders on October 7, with sales starting October 16 and compact desktops in November; DGX Station for Windows was previewed. NVIDIA also committed $1 billion over five years to US science and quantum research.
- Next: Jensen Huang's GTC Berlin keynote on October 21 at 11 a.m. CEST (event runs October 20-22), Q3 FY2027 earnings estimated around November 18 (not confirmed), Q4 FY2027 earnings estimated around February 24, 2027, and GTC 2027 in San Jose on March 15, 2027. Watch AI customer financing, OpenAI revenue disclosures and Vera Rubin ramp timing.
Valuation & fundamentalsFull financials →
TTM through 2026-07-26 from SEC filings↗ (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp NVDAUSDT · just now | 214.52 | −0.01% | $102.2M | $105.8M | 0.0000% |
| hyperliquid perp xyz:NVDA · just now | 214.13 | −0.20% | $64.8M | $100.5M | 0.0050% |
| lighter perp 110 · just now | 214.31 | −0.11% | $9.6M | $4.2M | 0.0032% |
| bitget perp NVDAUSDT · just now | 214.53 | −0.01% | $9.2M | $13.2M | 0.0000% |
| kraken perp PF_NVDAXUSD · just now | 214.56 | +0.01% | $864.4K | $1.1M | -0.0351% |
| aster perp NVDAUSDT · 1 min ago | 214.59 | +0.02% | $324.3K | $518.2K | 0.0000% |
| okx perp NVDA-USDT-SWAP · stale | 215.12 | +0.27% | $29.8M | $13.7M | 0.0000% |
| bybit perp NVDAUSDT · stale | 215.01 | +0.22% | $19.9M | $17.8M | 0.0000% |
| hyperliquid perp km:NVDA · stale | — | — | — | — | — |
| hyperliquid perp cash:NVDA · stale | — | — | — | — | — |
| hyperliquid perp flx:NVDA · stale | — | — | — | — | — |
| coinbase perp NVDA-PERP · stale | — | — | — | — | — |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
Nasdaq falls 2.1% for its worst week since June as chip stocks slide on AI financing worries
US stocks fell on Friday as the tech sell-off extended: the Nasdaq closed down 2.1% at 26,140.03 for its first weekly loss in five weeks and worst since June, and the S&P 500 lost 1.1%.
NVIDIA opens GTC Berlin coverage; Jensen Huang keynote set for October 21
NVIDIA's GTC Berlin page, posted October 12, says the event runs October 20 to 22 and that Jensen Huang gives the keynote on October 21 at 11 a.m.
NVIDIA and Cisco announce USFP 400G-per-lane pluggable optics for AI factories
NVIDIA and Cisco announced plans for USFP, a high-density 400 Gb/s-per-lane optical module timed to the OCP Global Summit.
NVIDIA opens Vera Rubin rack designs to OCP and joins Open Data Center Specification v0.7
At the OCP Global Summit NVIDIA contributed its Vera Rubin rack and compute tray designs through the open MGX architecture and released four open-source DSX AI Factory components.
Loft Orbital's Altair-1 reaches orbit with NVIDIA Jetson AGX Orin modules
NVIDIA's October 12 France post says Altair-1, the first satellite in a $1 billion, 50-satellite constellation run by Loft Orbital and Orbitworks, has reached orbit.
Oracle falls about 5% as FT reports OpenAI annualized revenue near $50 billion
The Financial Times reported that OpenAI told investors its annualized revenue was close to $50 billion at the end of September, well below the roughly $70 billion figure reported in late September.
AI infrastructure stocks fall after OpenAI puts annualized revenue near $50 billion
OpenAI told investors its annualized revenue was about $50 billion at the end of September, below the roughly $68 billion to $70 billion figure that had circulated in late September.
NVIDIA commits $1 billion over five years to US science and quantum research
NVIDIA committed $1 billion over five years to AI-driven science and quantum computing in the US.
NVIDIA shows Omniverse, Isaac Sim and Alpamayo simulation workflows for developers
NVIDIA's October 8 developer post walks through simulation workflows built on Omniverse, Isaac Sim, Newton and Alpamayo, with work involving PTC Onshape, Unitree and NASA.
NVIDIA and Microsoft open RTX Spark laptop preorders; DGX Station for Windows previewed
At an October 7 Windows event NVIDIA and Microsoft showed RTX Spark laptops and compact desktops, opened laptop preorders, and previewed DGX Station for Windows.
Microsoft's RTX Spark Surface Laptop Ultra starts at $2,599 in October 2026 Windows event
Microsoft's Surface Laptop Ultra, built on NVIDIA's RTX Spark platform, is listed from $2,599 in a Windows Central roundup of RTX Spark laptops.
SpaceX seeks about $40 billion of debt, led by Apollo, to fund Nvidia chip purchases
Reuters, citing the Financial Times, reported that SpaceX is seeking about $40 billion of financing to buy Nvidia AI chips.
SoftBank, AT&T and Indosat cite NVIDIA open models in telecom AI plans
NVIDIA's October 6 telecom post says SoftBank Corp., AT&T and Indosat Ooredoo Hutchison are building AI on open models, with SoftBank using Nemotron for its telecom model.
NVIDIA features four Inception breast-cancer AI startups built on MONAI
NVIDIA's October 5 post profiles four startups from its Inception program: iSono Health, Whiterabbit.ai, Ataraxis AI and SimBioSys.
Report says OpenAI moved Ultrafast workload to Nvidia; Cerebras down about 19.5% that week
A report attributed to CNBC said Cerebras lost a key OpenAI workload to Nvidia, tied to the Ultrafast mode of one OpenAI model.